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.
Strategic partnerships with Medicare agencies and employers across the country
Proprietary, scripted workshops
Embrace Holistic Planning for Your Clients
Lose the pressure of high production requirements and gain the confidence that you’re doing what’s in your clients’ best interest.
- Diverse Financial Solutions — asset management and insurance products for comprehensive retirement planning
- Proprietary Model Portfolios — focused on downside protection
- Personalized ‘Bl(u)Print’ — retirement plans using terms clients understand and an easy-to-follow roadmap, increasing their chances for success
© 2024 Sequent Planning All Rights Reserved. This is a Solicitation. For Licensed Insurance Agent and Advisor Use Only. Not for General Public. State Restrictions Apply.
8420 W. Dodge Rd., Ste. 110, Omaha, NE 68114
Financial planning and investment advisory services offered through Sequent Planning, LLC, a Registered Investment Adviser (RIA). Advisors are independent contractors and not employees of Sequent. Sequent Planning is a wholly owned subsidiary of Senior Market Sales (SMS). Insurance products, Legal, Tax and Accounting advice are not offered through Sequent Planning.