When you join ePLANNING, you partner with a broker/dealer with a comprehensive, flexible and open architecture of products and services; a leader in alternative investments; and most importantly, a broker/dealer that always remembers what is most valuable--our Representatives. The advantages you gain when joining ePLANNING include:

• Access to a broad selection of traditional and alternative investments. 
• No proprietary products or sales quotas.
• Performance-based equity ownership.
• Competitive payouts on all your business including fixed insurance and we pay weekly.
• Sales and practice management meetings showing you how to take advantage of alternative investments, our fee-based platform, and more.
• Comprehensive technology platform and clearing through National Financial Services (NFS)
• Personalized customer service…we know you are our most valuable asset and always treat you that way.

And most importantly, we give you the independence to put all these pieces together in the way that works best for you and your clients.

	Speak to the President - If you'd like to speak directly and in confidence with our President, Cliff Gamble, about whether ePLANNING is the right broker/dealer for you, please call 888.815.1000 x167 or click here to send Cliff an email.
	The Benefits of Joining - click here if you'd like to know more about how we'll help make your transition to ePLANNING a smooth one.
	Moving Your Business to ePLANNING - click here if you'd like to know more about how we'll help make your transition to ePLANNING a smooth one.
	Take our Survey - click here if you'd like to get started with your move to ePLANNING.

 

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