Advanced Planning Tools and Resources
Design Hub
Design Hub
Client-focused advanced planning presentations at your fingertips in just minutes. Design Hub simplifies advanced planning scenarios for your clients, in ways that apply directly to their circumstances.

Podcast Image
Advanced Sales Insider Podcast
Hosted by Randy Zipse, JD, AEP (Distinguished) ®, VP of Advanced Markets, this podcast series helps you grow your business by delivering a deeper understanding of current topics in insurance and planning. Randy leverages his vast network to bring you in-depth conversations with some names you know as well as newcomers with special insights.

The Advanced Sales Insider podcast is available on the following platforms: Apple, Deezer, Google Play Music, Spotify, iHeart Radio and

fact finders
Fact Finders
Help your clients build a solid financial plan built on solid facts. Our fact finders enable you to gather complete information about a client, to help you analyze their current situation and provide the most effective financial plan.

Looking for Advanced Markets?

Call (855) 887-4487, option 2, to speak directly with an advanced markets representative

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Check out our GA OnDemand library of resources