Advanced Planning
No matter what opportunities are on the table, our Advanced Planning Complex team’s portfolio of exclusive, high-touch resources and specialists can guide you to solutions that best benefit your clients. What sets our team of subject matter experts apart is our dedication to working side-by-side with you from implementation to execution, not only providing you with concepts and ideas, but also meeting with your clients face to face.
How We Work
Gather
Gather information about your client and their needs
Identify
Identify planning solutions and collaborate with you on advanced planning recommendations
Present
Present solutions to clients alongside you
Support
Provide ongoing support throughout the application process
Collaborate
Collaborate with you on implementing the planning strategy