Premier Planning is an expert at creating sales and marketing systems.

Premier Planning provides comprehensive insurance products and innovative sales and marketing systems for independent insurance agents, financial planners and elder law attorneys across the country. As a Premier Planning agent, you will have access to revolutionary sales systems for lead generation, individual or group presentations and turn-key referral programs. Our National Marketing Directors and experienced support staff provide a high level of sales training, presentation support and back-room assistance to individual agents, as well as some of the foremost agencies across the United States.

We believe that you need a system to be successful and one that is repeatable time and time again. The following are paint-by-numbers sales and marketing systems we have created for the Senior Market:

  • Legacy Safeguard
  • Lead Programs
  • Incentives
  • Training
  • Webinars

Also, you can visit to learn more about a new opportunity from a major A-rated carrier.