The Planning Group’s products and services help you to address your clients’ needs by finding solutions to their most complex problems.

Joint Work

The Planning Group also offers the opportunity for Financial Advisors to work directly with Gerry Sacks as he:

• Helps you to identify the unique and complex problems wealthy individuals face
• Crafts unique solutions that enable your clients to solve their problems
• Shepherds policies through the difficult underwriting process
• Works directly with tax and legal advisors to create unique solutions while providing a unified approach to solving the problems that wealthy individuals face
• Provides back room support, case design and underwriting

Call us today if you are interested in learning more about how The Planning Group can directly help you solve your clients’ most pressing problems.

Client Appreciation Events and Seminars

The Planning Group offers Client Appreciation Events and Seminars that give you the opportunity to have Gerry Sacks (MDRT qualifying member since 1978; Forum 400 past president; Charter Member of Top of The Table,) address your clients’ needs directly. Gerry will travel to a location of your choosing to speak about current issues facing individuals in this uncertain tax environment. These events are a favorite choice of CPAs and Financial Advisors, as they allow your clients the occasion to learn how other successful individuals and entrepreneurs solve their complex business and personal problems. Events and Seminars often address a myriad of issues, including the sale of a business, taking care of loved ones while maintaining financial authority and control after a client’s passing, managing the complexity of inheritance in a second marriage, and charitable giving to name just a few topics.

Call us today to book your Client Appreciation Event or Seminar or for more information about these entertaining and engaging services.

How To Work With Us

The Planning Group has worked with hundreds of people over the years and has developed a proven process for how to help wealthy individuals find a solution to their most pressing financial issues.

The Planning Group always uses local counsel and CPAs, working with either the client's existing professionals or helping to find trusted and capable partners within the client’s city of residence.

When working with The Planning Group, your clients always remain your clients - you retain the ongoing relationship. This arrangement allows you to preserve the personal relationship you have fostered with the client, while also providing you an indispensable ally to assist you by addressing your questions and concerns.

Cases of this nature typically close within six to twelve months, with Gerry maintaining a closing average above 90%. All commissions and expenses are split evenly between you and The Planning Group, with a small percentage earmarked for outside specialists who consult on issues of tax law. Expenses are only due upon the successful closing of a case, providing you with a low-risk opportunity to earn your clients’ trust and business.