February 27, 2015 6:48 AM ET


Company Overview of Advanced Planning Services, Inc.

Company Overview

Advanced Planning Services, Inc., doing business as Automated Insurance Services, provides planning concept design, sales tools, and underwriting solutions to the financial services industry. It operates as a brokerage general agency, which provides life insurance, annuities, disability insurance, term world, and life settlement products. The company also provides sales solutions, which include executive benefits/taxed favored planning, policy appraisal/TOLI, premium financing, pension maximization, captive insurance, life settlements, real estate equity solutions, and medical underwriting. In addition, it assists and facilitates life insurance producers with life, annuities, disability, lon...

1500 State Street

Suite 220

San Diego, CA 92101

United States

Founded in 2002





Key Executives for Advanced Planning Services, Inc.

Founder and Chief Executive Officer
Chief Operating Officer
Chief Operating Officer of Underwriting Services of America
Chief Underwriting Officer
Director of National Accounts
Compensation as of Fiscal Year 2014.

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