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. 

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.