Asset Protectors & Advisors, Inc.

AP&A is field marketing organization that prides itself on providing cutting edge resources and tools for independent financial professionals across the United States. We are a group of independent financial professionals helping other financial professionals provide insurance choices to clients. These independent financial professionals make up a wide variety of people from all walks of life. Our philosophy is that the financial professional wants to have independence, but not be alone. INDEPENDENT – BUT NOT ALONE Each financial professional is properly trained through our various training schools held in Raleigh, NC, so they know both the basic and complex needs of retirees. We work closely with brokers, attorneys, insurance professionals and other properly licensed and credentialed individuals. By working with independent agents, our financial professionals are able to focus on the needs of clients by having relationships with multiple carriers rather than being tied to the proprietary products of a specific individual carrier. Our training opportunities vary from basic concepts to complex case design. We work closely with Brokers, Attorneys and Insurance Professionals as well as other licensed and credentialed professionals to insure that they have the resources and ability to holistically meet the needs of their clients. By working with independent financial professionals we help them focus on the needs of their clients and not the needs or goals of a particular company or product provider.

网站

http://www.7apa.com

Asset Protectors & Advisors, Inc.的外部链接

所属行业

保险业

规模

11-50 人

总部

Raleigh，NC

类型

私人持股

创立

2002

领域

marketing、annuities、life insurance和planning