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From the Chairman of the Board

In the financial services industry, we are constantly on the go and more importantly, always meeting new colleagues and looking for new ways to make all of our businesses stronger and more profitable. It is imperative that we stay informed and on top of the challenges and issues this growing industry faces on a daily basis.

The life insurance industry has undergone tremendous changes in just the last few years, including the use of new technologies and tools, enhanced methods of dealing with clients and a plethora of advanced planning concepts that require the expertise of more than one company or advisor. Even advances in modern medicine have begun to impact the life industry and how carriers and brokers deliver information and products.

We at Advanced Planning Services want to provide our producers with the most up to date information and ideas in order to help your business prosper. Call us today to find out how we can help you grow your agency into one of the nations finest.

Very Sincerely,

Michael T. Rodman, CFP
Michael Rodman, Chairman
Michael T. Rodman, CFP

The APS Family Tree

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