Exclusive Planning Services, INC
Insurance - Toledo, OH, US
Exclusive Planning Services, INC Employees
Exclusive Planning Services, INC Senior Management
Exclusive Planning Services, INC Details
Exclusive Planning Services, Inc, a strategic partner with Brokers International, is a turn key Field Marketing Organization (FMO) who partners with Financial Professionals across the country to offer objective consultative Annuity and Life Insurance solutions to help them better serve their clients.Founded by Cap Averill II, Cap continues the 60-year legacy of the well-respected Averill name throughout the Insurance Industry. Driven by Cap's values of trustworthiness, collaboration, innovation and dependability , we help our Financial Professionals better serve their clients through innovative marketing solutions, tools & services, objective case consultation and unparalleled operational support.Led by our CEO Tammy Melvold, a 19- year Insurance Veteran who has extensive knowledge of Annuity and Life Insurance Field Marketing Organization structure and value add, our mission is to serve our Financial Professionals with the utmost integrity, loyalty, commitment and respect. We help them offer solutions that help their clients sleep well at night."In today's uncertain times, it is very important to partner with an organization you can trust and one that provides a carrier agnostic platform as well as a collaborative consultative approach. At Exclusive Planning Services, our structure is built on that model. We offer our Financial Professionals objective annuity and life insurance solutions in the best interest of the client allowing them to deliver a holistic financial plan." Tammy Melvold-CEOIf you're interested in partnering with Exclusive Planning Services, please call 1-833-EPSCHOICE (1-833-377-2464) or visit our website at www.exclusiveplanningservices.com
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