Advanced Planning Services, Inc. was started in 1999 with the idea that agents needed one source for all of their general brokerage needs. Having worked in the financial services industry for 20 years, Michael T. Rodman, CFP put together the best support team he could find and began serving the needs of independent agents.
We are agents, brokers, case managers, and underwriters all working to help find the best insurance plan with the best carrier for your client. |
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We help agents find the best products, with the best carrier and give them the best service in order to help them meet their client's needs. We help you and your clients through the entire underwriting process until the job is done and a policy is in place. |
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Call, email, fax or send us a letter. Tell us about your client and see what we can do.
Phone: 619-220-8816
Email: Info@apshome.com
Fax: 619-220-0836
Mailing Address: 1500 State Street, Suite 220 San Diego, CA 92101 |
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In the financial services industry, we are constantly on the go and more importantly,
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In just the last couple of years, the financial services industry...
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