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Sequent Planning:
Your Path to Independence

The Ideal Mix of Freedom and Support

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To learn more about how Sequent Planning can work for you, please fill out this form, and we’ll contact you.

Do you want to enjoy the freedom and satisfaction of being your own boss but also feel confident that you have the support and stability you need? With Sequent Planning as your Registered Investment Adviser (RIA), you get both — independence and institutional support — the perfect blend of freedom as an independent contractor, and the structure, tools and processes you need to succeed in today’s competitive market:

  • Access to more clients
  • Ownership of your book of business
  • Cutting-edge technology
  • Increased client retention
  • All-in-one place efficiencies
  • Business succession planning

Make more money, help more clients attain success in retirement and plan for your own successful retirement, whether you’re an insurance-only agent, a registered representative, an independent advisor, or a combination of both.

Keep More of What You Earn

In addition to independence and institutional support, you also get a third “I”: additional income. Sequent Planning does not take a haircut on your insurance commissions.

Get Quality Leads and Marketing Strategies

If your broker-dealer or RIA isn’t helping you fill your sales pipeline, what are they doing? Sequent Planning’s solid lead strategies and compliant, turnkey marketing systems give you an edge.