Whether you’re an insurance-only agent, a registered representative, an independent advisor, or a combination of both, partnering with Sequent Planning will grow your business and prepare you for whatever the future brings. By adding an RIA, SMS — already the trusted leader in the health and wealth space for nearly four decades — now can provide every insurance and financial planning professional the entire spectrum of retirement planning services and solutions for their clients. Everyone can find complementary offerings that expand their income. Including you.
Paths to expansion through Sequent Planning:
Access to more clients
Ownership of your book of business
Increased client retention
All-in-one place efficiencies
Business succession planning
Get the two “I”s — independence and institutional support — so you can enjoy the freedom and satisfaction of being your own boss but also feel confident that you have the support and stability you need.
You also get a third “I”: additional income. Sequent does not take a haircut on your insurance commissions.
Access to four proprietary software programs, powered by fintech pioneer Covisum®
Strategic partnerships with Medicare agencies and employers across the country
Proprietary, scripted workshops
Would you like to learn more about how Sequent Planning can work for you? Fill out this form, and we’ll contact you.