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PLAN Member Firms are located across the United States, covering each state in the contiguous US. We have over 200+ point-of-sale associates - view our US Coverage Map and Visit the Member Firm in your area by clicking on their agency website link below.
- Advisor's Choice Insurance Brokerage Services, Thousand Oaks, CA - Ben Koplan
- Advisors Resource LLC - Tim Mastel
- Agency Services Inc., Memphis, TN - Jack Dewald
- AgencyONE, LLC, Bethesda, MD - Gonzalo Garcia
- American Business, New York, NY - Bruce Mesner
- American Brokerage Services - Daniel Smyth
- Ash Brokerage, Fort Wayne, IN - Matt McAvoy
- BGA Insurance, Newport Beach, CA - Shawn Bragdon
- Brandon Brokerage Group, Coral Gables, FL - Garry Brandon, Onel Garcia
- Brokerage Unlimited, St. Louis, MO - Steve Bruce
- Buckhead Brokerage Group, Suwanee, GA - Forrest Mitchell
- Capital Wealth Advisors, Naples, FL - Blaine Ferguson
- Colorado Brokerage Group/LWT Agency, Denver, CO - John McWilliams
- Comprehensive Planning, Inc., Troy, MI - Derek Archey
- CPS Insurance Services, Newport Beach, CA - Andy Holden
- Dixon Wells, Charlotte, NC - Ray Hunt
- E4 Insurance Services, Fargo, ND - Dan Peterson
- Financial Strategies Group - Midwest - Jim Farmer
- Frontier Brokerage, New York, NY - Thomas Kaye
- Gallagher Insurance - Luke Kaplan
- Insurance Designs Corp, LLC, Longmeadow, MA - Jim Aronson
- Insurance Design Network, Rockford, IL - Michael Salmon
- Labyrinth Financial Services, Vancouver, WA - Tim Cross
- Lion Street, Austin, TX - James Joyce
- Mark Wall & Company, Ridgeland, MS - Mark Wall
- MERiTAGE Wealth Insurance Advisors - Chuck Adam, Douglas Dunne, Erik Copeland, Jorge Fuentes, Rick Stein
- Northeast Brokerage, Manchester, CT - Peter Goode
- owR Opinion, LLC, Oakland, NJ - Fred Wertlieb
- Pinnacle Insurance & Financial Services, Jacksonville, FL - Jim Ludwick
- Simplicity Group, Raleigh, NC - Greg Patterson
- Skye Legacy Planning, LLC, Famingdale, NY - Jay Hochfelsen
- Tennessee Brokerage Agency, Inc., Knoxville, TN - John W. Felton, IV
- Texas Advantage Insurance Brokerage, Houston,TX - Jeff Shkolnick
- Thomas Brady & Associates, Boston, MA - Matt McKenzie
- Underwriters Brokerage Service, Pittsburgh, PA - Mark Rosen
- Vanbridge Insurance Services, LLC, Deerfield Beach, FL - Mitch Smith, Tom Bellig, Tim Bellig
- Watermark, Westlake Village, CA - Nicole Rex
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