AMP Strategies LLC

Financial ServicesUnited States2-10 Employees

Advanced Markets Planning (AMP) Strategies is an independent organization that is dedicated to helping Financial Advisors and Insurance Agents grow their practices as well as better serve their existing clients.  

AMP is an insurance Brokerage General Agency that offers life, long term care, and disability insurance.  We  also function as an annuity FMO that gives our agents access to fixed index, traditional fixed and immediate annuities.

We focus on helping advisors grow their businesses organically. Through education, evaluation and process implementation, AMP can be a valuable partner in strengthening Advisor/client bonds and in expanding the revenue base of the practice.

If you look at the large majority of industries, bringing new customers/clients to the business often costs significantly more than retaining existing clients.  Therefore, the key to increasing profitability does not lay in customer acquisition activities so much as in retention and cross-selling opportunities.

These principles are the foundation of AMP Strategies.  Through a thorough analysis of his or her book of business, an experienced and savvy Financial Advisor can find multiple opportunities to expand the profitability of the business without significant expenditures.  AMP is here to simply facilitate that process by providing ideas, strategies and support to those who are looking to expand their practices beyond the current scope.

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