Advanced Planning Services Selected to Offer Life Settlements by Phoenix Life Solutions.New Level of Credibility to Market and More Solutions to Build Clients' Assets SAN DIEGO San Diego (săn dēā`gō), city (1990 pop. 1,110,549), seat of San Diego co., S Calif., on San Diego Bay; inc. 1850. San Diego includes the unincorporated communities of La Jolla and Spring Valley. Coronado is across the bay. -- Advanced Planning Services (APS) has been selected as one of four brokerage general agencies to originate life settlements from Phoenix Life Solutions, bringing a new level of credibility to the market while allowing agents to offer their clients additional strategies to build assets. APS was one of the founding partners of the Phoenix Life Solutions Design Board that guided the company's business development. Phoenix Life Solutions is a subsidiary of The Phoenix Companies, Inc. (NYSE NYSE See: New York Stock Exchange :PNX). "We're thrilled to be working with such a prominent company like Phoenix Life Solutions, which is bringing a new era of integrity to life settlements," said Michael T. Rodman, CFP 1. CFP - Constraint Functional Programming. 2. CFP - Communicating Functional Processes. 3. CFP - Call For Papers (for a conference). , APS president. "Now our advisors and their clients will realize the true value of life settlements -- and have the peace of mind knowing that every transaction will be handled within strict industry guidelines, including full transparency of fees." Rodman added that a life settlement now offers a huge opportunity to provide better solutions for situations such as business succession, estate or financial planning Financial planning Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against , divorce, charitable giving, and discontinued employee or executive retirement programs. About Advanced Planning Services Advanced Planning Services, headquartered in San Diego, is a value-added brokerage general agency, founded by Michael T. Rodman, CFP, a 24-year life insurance veteran and sales/marketing innovator, who serves as president. APS is committed to helping insurance and financial advisors reach and maintain the highest levels of professionalism and credibility in the marketplace. In 2007, APS was named, for the second consecutive year, on the Inc. 500 list celebrating the fastest growing private companies in the United States United States, officially United States of America, republic (2005 est. pop. 295,734,000), 3,539,227 sq mi (9,166,598 sq km), North America. The United States is the world's third largest country in population and the fourth largest country in area. . Among the services APS offers agents are impaired risk underwriting Underwriting 1. The process by which investment bankers raise investment capital from investors on behalf of corporations and governments that are issuing securities (both equity and debt). 2. The process of issuing insurance policies. ; preferred access to top carriers for life, annuities, long-term care long-term care (LTC), n the provision of medical, social, and personal care services on a recurring or continuing basis to persons with chronic physical or mental disorders. and disability; life settlements; comprehensive back-office support; and turnkey advanced sales and marketing support. The company employs more than 70 people in 12 locations nationwide. For more information, call Deb Fitzpatrick at 888-438-3184 ext. 118 (dfitzpatrick@usoainc.com). |
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