Advanced Sales Organization

Industry Leading
We are on the leading edge of insurance related advanced planning techniques. You can trust our expertise in each of our top service areas. 
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Our Services

At Advanced Planning Services (APS), our expertise is unmatched. We offer top tier support for Top Advisors in the following areas
Exit Planning for Business Owners
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Premium Financing for High Net Worth Individuals
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QMax: Cross Tested Cash Balance and Defined Plans
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Life Insurance Policy Valuation and Review
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Advanced Estate Planning
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tax Planning for Highly Appreciated Assets
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Charitable Planning
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About Us

Advanced Planning Services (APS) was the Industries First Advanced Sales Brokerage General Agency. Since 1999 we have been your number one resource for advanced sales ideas. 
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Reach out to us to schedule a consultation. Please make sure to note which sales ideas you are most interested in. You can quickly learn these proven advanced planning techniques by speaking with someone from Advanced Planning Services.