PLAN brings the latest approved sales ideas, concepts, and Point-of-Sale assistance to financial advisors. We have in-house underwriters to assess and negotiate the most favorable underwriting offers, especially for impaired risk cases. We utilize the latest technology to efficiently process business and place cases as quickly and seamlessly as possible.
PLAN has access to the top carrier contracts and products that are approved by our client firms.
We have relationships with all major iinsurance carriers including::
American General Life
United of Omaha