Broker Success Stories

Plan Advisors is a shining example of what you want in an FMO. The team is pleasant and responsive. The overall service is phenomenal, and I particularly enjoy the wealth of knowledge readily provided to support brokers who want to market themselves across different mediums.

What I value about Plan Advisors is being a part of a top-notch team and having tools such as agent portal to help us be successful as advisors. I have received exceptional support from Senior Agent Consultants for their assistance to place an expedited order for books and have it sent to our Hawaii locations. In addition to our exceptional team of support is our leaders who is always there to support us in every aspect of being an agent. It is an honor, and I am proud to say that I am a part of Plan Advisors Hawaii.

I value the Team at Plan Advisors. They simplify things for us to be out in the field. They provide the resources we need to be on top of our game and be well informed. They are always willing to assist and train whenever we need it. The platforms that are set up for the agents make it seamless while we are with our clients as well as obtaining information we need at our fingertips. It makes us feel we have a helping hand right next door. Thank you so much Plan Advisors we appreciate all you do for us throughout the year!!

Plan Advisors’ mentorship program taught me how to turn agents into sub-agency leaders. By replicating their model, we have become one of the fastest-growing agencies in Florida. If you want to learn how to mentor agents into leadership roles, Plan Advisors is the FMO for you

I have been affiliated with Plan Advisors since 2013. Being with Plan advisors was a nice change from the other FMOs I worked with in the past. They are helpful and have many resources that I have needed, I.e. marketing resources etc. and are always available to run my marketing ideas through. When it comes to FMOs, Plan Advisors is top notch.

The value that Plan Advisors has brought to me has changed my career for the better. I was mainly focused on life insurance for over 10 years, and I was introduced to Plan Advisors in 2019. The Plan Advisor administration (Valerie, Fawnisha, Jennifer, Karen and team) support are always timely. The efficiencies of the back office make life a lot easier for me daily. The Broker Portal is TOP NOTCH!!!!! Being able to find all the carriers on one portal- to compare, quote and enroll is very user friendly. When I am in front of a client, I feel well equipped and have the access to expedite the sales process with confidence and professionalism. Working with Plan Advisors has created a family atmosphere which we call “Ohana” that motivates me to wake up every morning with a positive attitude.