Advanced Market Support

Distinctive in our industry, the advanced planning team provides the experience and consultation to help you feel more confident when you connect with your valued clients. They possess a deep understanding of the competitive tax and legal environment and deploy this knowledge through powerful case design and consultation.

This helps you: 

• Consult with our experienced staff. Spend time with our subject matter experts to position your clients with targeted legal and tax questions.
• Gain more client referrals. Teleconferences for financial professionals are available to help you build trusted relationships with your client's accountant or attorney through case design and tax strategy discussions, positioning you for more client referrals from them.
• Become more competitive. A thorough and extensive review of buy-sell agreements and other planning documents helps you determine gaps in a client’s financial strategy that your competitors might miss, and then provide you with options to fill those gaps.
• Save time. Providing your client's attorney with sample documents for drafting an agreement for your clients' executive compensation, buy-sell, or estate planning program helps saves you both time and money.
• Retain your clients. Publications on recent tax law developments and their impact on you and your clients help you stay up to date in addressing client needs.