Our Affiliations
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.
PLAN is sharply focused on providing superior Point-of-Sale support to the Financial Advisors within national and regional wirehouses. PLAN is a recognized leader in assisting a firm’s financial advisors to identify life insurance needs, determine solutions, provide case design and sales assistance, and complete the backroom requirements, thus making life insurance simple and, ultimately, enhancing and solidifying customer relationships.
Our Value Proposition:
Nationally Managed Organization with Local Support
Experienced, Highly Trained Field Point-of-Sale Specialists
Consistent Countrywide Sales Approach Using Compliant Products & Concepts
200+ Feet On The Street Across the US
Top of Class Member Firms with Experienced & Talented Back Offices
Exceptional Carrier Relationships
Advantage Insurance Network, Inc. (AIN) est. 1993 is a diversified Independent Marketing Organization delivering products and services from Life Insurance companies to its Member Firms in the Independent Brokerage Distribution Channel.
AIN’s Core Carrier platform has a limited number of insurance companies by design. Each Core Carrier was chosen to achieve the ultimate complement of product, services, and underwriting. The fifteen AIN Core Carriers are AIG, AXA, Brighthouse Financial, Foresters Financial, Global Atlantic Financial Group, John Hancock, Lincoln Financial Distributors, Mutual of Omaha, Nationwide, OneAmerica, Principal, Protective Life, Prudential, Securian Financial, Symetra Financial, Transamerica and Zurich.
The infrastructure of AIN has been developed to enhance the relationship between the AIN Core Carrier and the AIN Member Firm by utilizing AIN’s extraordinary marketing capabilities and operational expertise. The goal is to drive substantial premium to the Core Carriers while assisting the AIN Member Firms to optimize market share and organic growth. AIN Member Firms are currently present in most major cities throughout the United States.
It is AIN’s opinion, from as far back as 2008, that there is a fundamental shift underway in the life insurance industry that will ultimately require participants at all levels of the industry to develop a new skillset. This skillset will no longer be based strictly on the delivery of a commoditized price or through superior compensation. While these elements will remain part of the service offering, their role will be diminished and ultimately superseded by marketing expertise, training and education, thought leadership and the ability to penetrate new markets.
While it is the insurance carrier’s responsibility to manufacture product and design processes which foster an environment where life insurance competes for walletshare, it is also the responsibility of the distributor to develop creative marketing and promotional techniques. Further, it is also imperative that the distributor focus heavily on training and education platforms with advisors. To that end, AIN has made major investments in marketing, underwriting, training and education infrastructure which AIN believes will push the industry forward to compete for walletshare.
The development of these skills requires investment of real dollars and human capital from the carrier, NMO and BGA. It is AIN’s belief that our platform, which delivers real human capital and high quality outsourcing opportunities to BGAs is the most effective way to encourage BGAs to focus on recruiting and educating agents. This belief leads directly to key strategic initiatives that are currently underway at AIN.
The Leaders Group is a national, independent broker-dealer (BD) located in Littleton, Colorado. Founded in 1994 by Dave Wickersham, The Leaders Group is the premier broker-dealer (BD) for Brokerage General Agents (BGAs) and has been the #1 distributor BD in the world for variable universal life (VUL) seven years running. The Leaders Group is also a preferred BD for life insurance producers and financial advisors nationwide.
The focus at The Leaders Group is delivering a superior level of customer service. Not only do we understand the difference between wholesale business and retail production, we can tailor our arrangement to fit any unique structure an agency or advisor requires. Our friendly staff is ready to assist you in building your business. We view our relationship as a lasting partnership and strive to be more than just a regulatory necessity. We are family owned, not tied to any insurance provider,
marketing organization, or outside entity. We never lose sight of who makes us great, and we treat you as an extension of the family.