Educate Advisors

The best online training resource for Estate Planning, Business development Planning and Retirement Planning process.

What's Included:

The purpose is to provide turn-key tools and resources to educate advisors and increase their confidence in the advanced markets.

Training from Top Experts

Get access to videos teaching sales ideas/concepts for estate, business, and benefits planning as well as sales skills, marketing and practice management.

The AP University

Curriculum designed to be delivered as classroom training or in study groups. Includes facilitator materials and is approved for CE in all 50 states.

Access from Mobile Devices

Get full access to all of the Advanced Planning Channel's training videos from your Ipad, tablet, or any other mobile device.

Planning In Business Management

After 30 years in the business, I thought I was on top of my game. I learned more about ILIT’s in two hours than I did the prior 30 years!

William B. Matt, Wealth Management Solutions

Get In Touch with Us!

Questions? Give us a call or send us an email and we will get back to you as soon as possible!