Case Planning/Research

The Case Planning Department’s primary purpose is to help our representatives develop and maintain a superior financial services practice. Staffed by experienced Financial Professionals with diverse backgrounds, the department is a top notch team designed to service our representatives’ investment, planning, and training needs. We accomplish this by helping our representatives develop comprehensive investment and financial plans tailored to their clients’ goals. Examples of what the department assists with include: strategic business planning, marketing, qualified account plans, product comparisons, college and estate planning, advisory platforms, security selection, and insurance plans. We support our representatives with this development through ongoing training events in the classroom, via internet meetings, conferences, and on-site instruction.

Below are a list of services and software programs that are supported by the Case Planning Department on a daily basis:

iPlan: Is a 24/7 single access point to submit Case Plan requests. This system allows you to access a secure source to request case plans, upload necessary confidential client documents, follow case progress, communicate with Case Planners, and retrieve the results in iPlan.

Managing 4 Success: Practice Management entails everything from making your practice grow and increasing efficiency to transitioning out when the time comes. Clearly, increasing the value of your practice benefits you at both ends of your career. We have evaluated dozens of resources and believe we offer some of the best available to help accomplish your goals.

Marketing 4 Success: We are here to assist you and your office in developing marketing techniques that will help retain and grow your business. Whether you are looking for newsletters, cards, client management software systems or searching for the newest seminar topics, we are here to guide you in the right direction.

Technology 4 Success: The opportunities are endless with the various Technology platforms that are available to our representatives to improve office efficiency. We have partnered with numerous vendors in the areas of CRM systems, account aggregation, research providers…just to name a few.

Training 4 Success: We want you and your business to thrive! To help you, we host many informative meetings, conferences, and training courses throughout the year. Training 4 Success provides continuous training to keep you up-to-date on ideas and changes in the marketplace. We offer One-On-One Personal Trainings, Lunch and Learns, CE courses, Regional Rep meetings, Back Office Operations Training (B.O.O.T Camp), New Rep training information and much more.


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