The best online training resource for Estate Planning, Business development Planning and Retirement Planning process.
The purpose is to provide turn-key tools and resources to educate advisors and increase their confidence in the advanced markets.
Get access to videos teaching sales ideas/concepts for estate, business, and benefits planning as well as sales skills, marketing and practice management.
Curriculum designed to be delivered as classroom training or in study groups. Includes facilitator materials and is approved for CE in all 50 states.
Get full access to all of the Advanced Planning Channel's training videos from your Ipad, tablet, or any other mobile device.
After 30 years in the business, I thought I was on top of my game. I learned more about ILIT’s in two hours than I did the prior 30 years!
William B. Matt, Wealth Management Solutions
You will recieve unlimited access to an online content library featuring the top advanced planning experts in the nation. The Advanced Planning University facilitator-led training curriculums allowing managers and specialists to easily deliver classroom training on demand.