Advanced Planning Group Resource
THE ADVANTAGE YOU NEED
In your day-to-day business, you will likely encounter technical issues or legal questions that go beyond your scope of knowledge. The ability to respond to your clients with accurate information and timely answers is critical.
Our exclusive Advanced Planning Group makes it easier to receive the in-house expertise and advice you need on even the most sophisticated financial issues and strategies-all with one simple phone call.
The Advanced Planning Group's dedicated team of highly credentialed legal and financial professionals makes it easier for you by providing the resources and answers you need, when you need them. This enables you to give your clients the top-quality service they demand, so you can continue to build and strengthen your relationships with them.
OPPORTUNITIES TO EXPAND
Advancing your business to the next level is easy with the experience and guidance of our Advanced Planning Group.
When you work with the Advanced Planning Group, you can learn new strategies and expand your capabilities by obtaining detailed information about the technical and legal aspects of these strategic planning areas:
- WEALTH TRANSFER PLANNING includes estate preservation and legacy planning, revocable and irrevocable trusts, charitable giving, wealth replacement, intra-family transfers and gifting.
- RETIREMENT FUNDING AND DISTRIBUTION PLANNING includes sophisticated cash flow analysis, and IRA and qualified plan distribution strategies.
- BUSINESS AND SUCCESSION PLANNING includes buy-sell agreements, executive compensation, employee fringe benefits, split dollar arrangements, non-qualified deferred compensation plans and key person insurance.
- STOCK OPTIONS includes tax strategies and exercise methods.
- LIFE INSURANCE PLANNING includes section 1035 exchanges, modified endowment contracts, policy transfers, assignments and beneficiary changes, estate and business uses, and funding analysis.
- Whether you are a seasoned financial professional or new to the business, you can rely on the Advanced Planning Group to provide the level of education and assistance you require, making it easier to handle a broader range of client needs so that your business continues to grow.
A CENTRAL SUPPORT NETWORK
When you contact the Advanced Planning Group, you'll discover a unique support system unlike that at any other broker-dealer-a team of in-house specialists who are accessible, responsive and committed to supporting you and your business.
Any time you need assistance, you can count on the Advanced Planning Group to:
- Provide timely and reliable guidance
- Respond to your inquiries with complete answers
- Provide advice on technical or legal issues
- Discuss alternative planning strategies
- Furnish reference materials, documentation or sales materials on specific topics
- Offer consultation with your clients' attorneys or other professional advisors to assist with especially complex matters
A ONE-STOP SALES RESOURCE
The Advanced Planning Group is prepared to support your sales and servicing efforts in key planning areas by providing the following comprehensive tools and resources:
- Tax and legal updates
- Comprehensive research
- Unique planning strategies
- Written authority and specimen documents
- Computer-generated proposals
A CONDUIT TO GREATER SUCCESS
The Advanced Planning Group is an invaluable resource that offers a consultative approach and a wealth of information.
With the primary goal of helping you advance your business, the Advanced Planning Group is dedicated to making it easier for you to obtain the advice and support you need to best serve your clients.