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Welcome to PLAN - Home | planlifeadvisors.org Reviews
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PLAN life insurance sales wirehouse wells fargo WFA RBC
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planlifeadvisors.org planlifeadvisors.org
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Welcome to PLAN - Home

http://www.planlifeadvisors.org/home

The Professional Life Advisors Network (PLAN) is comprised of prominent life brokerage agencies across the US that are dedicated to and have depth of experience in assisting financial advisors to develop and execute the life insurance planning portion of their practice. Nationally Managed Organization with Local Support. Experienced, Highly Trained Field Point-of-Sale Specialists. Consistent Countrywide Sales Approach Using Compliant Products and Concepts. 200 Feet On The Street Across the US. Congratula...

2

Welcome to PLAN - Member Firms

http://www.planlifeadvisors.org/member_firms

PLAN Member Firms are located across the United States, covering each state in the contiguous US. We have over 200 point-of-sale associates - view our US Coverage Map and Visit the Member Firm in your area by clicking on their agency website link below. PLAN US Coverage Map. Advisor's Choice Insurance Brokerage Services, Thousand Oaks, CA. Advisors Resource, LLC, Hopkins, MN. Tim Mastel, Dave Wohlwend. Agency Services Inc., Memphis, TN. AgencyONE, LLC, Bethesda, MD. AIM Systems, Inc., Alpharetta, GA.

3

Welcome to PLAN - Our Services

http://www.planlifeadvisors.org/our_services

HIGHLY EFFICIENT BACK OFFICE OPERATIONS. Activity and Metrics Reporting. Submitted Case Counts and Premium. Compliance and Security Standards. Our agencies life consultants have been trained to offer a consistent approach to helping advisors clients protect and transfer their wealth. We understand the relationship between advisor and client and we serve as a strategic partner to bring the advisor life insurance expertise. Experts in Wirehouse and Alternative Distribution. Carol Rando, Executive Director.

4

Welcome to PLAN - Member Tools

http://www.planlifeadvisors.org/member_tools

To access this page, you need to provide the following login information. NOTE: Depending on your browser settings, you may need to press Ctrl and F5 to get your browser to uncache data if you continue to see this login box. Experts in Wirehouse and Alternative Distribution. Professional Life Advisors Network. Carol Rando, Executive Director. Create your own website.

5

Welcome to PLAN - Site Map

http://www.planlifeadvisors.org/site_map

Experts in Wirehouse and Alternative Distribution. Professional Life Advisors Network. Carol Rando, Executive Director. Create your own website.

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The Professional Life Advisors Network (PLAN) is comprised of prominent life brokerage agencies across the US that are dedicated to and have depth of experience in assisting financial advisors to develop and execute the life insurance planning portion of their practice. Nationally Managed Organization with Local Support. Experienced, Highly Trained Field Point-of-Sale Specialists. Consistent Countrywide Sales Approach Using Compliant Products and Concepts. 200 Feet On The Street Across the US.

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