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Do you want to grow
your business? Are
you looking to transition to a fee-based business but
are afraid of the time and frustrations that are involved?
The sole
purpose of the Case Planning Department is to help our representatives take
their practice to the next level!
Staffed
by Financial Planning Professionals with diverse financial backgrounds, the department can help with strategic
planning, seminar selling, variable annuities, insurance plans, Qualified
Account Plans, 529 plans, estate planning and fee-based accounts.
Our
professionals utilize the following software
programs to help you close more cases: Monte Carlo simulation, Morningstar,
Kettley, and MoneyGuide Pro.
We now support the new released consolidated statement and client
management system called
Sigma Client Source.
This
is not a comprehensive list of either our areas of expertise or programs
available. Please contact one
of our Case Planners today at
734-663-1611 for more
information concerning the department and what we can do to help grow your
business as a Sigma representative.
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