For Advisors and Insurance Professionals Writing Advanced Planning Cases

Stop rebuilding
the process every time
you write an advanced planning case.

IAPP centralizes case design, underwriting, reviews, and post-placement service into a single workflow so advanced planning operations stop depending on spreadsheets, inboxes, and memory.

5-minute walkthrough. The advanced planning case lifecycle, on one platform.

Hosted by Zac Majors, IAPP Founder

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50 Founders Circle seats remaining

IAPP is NOT open access.Membership is limited to advisors and firms who run advanced planning as a core part of their practice.

Apply Below · Limited Seats Per Tier

Apply for membership.

Complete a short application so we can understand your practice and determine whether IAPP is the right fit. Approved applicants are invited to schedule a 30-minute conversation with Zac.

"For the first time, everyone could see where things were — what was pending, what had been completed, what still needed attention."

— Oscar Mondragon, Centric Advisors

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Press Submit Application at the end to choose a time on Zac's calendar.

The Real Bottleneck

The sale isn't the problem. Post-sale drag is.

You know these problems better than anyone. Advanced planning cases don't just take work to close. They take work to manage. And the better you get at writing them, the worse the operational burden becomes.

Closed cases keep coming back to you.

Year 2 plan change. Year 3 beneficiary update. Year 5 annual policy review. Every closed case keeps generating work, and the work keeps landing on your calendar. Advisors spend more time servicing existing cases than moving new opportunities forward.

You get paid when the deal closes, not for managing it.

Commission lands at placement. The servicing work runs for the life of the case. So your calendar fills up with work that already paid, while the new opportunities that would actually grow the practice wait in the queue.

Case knowledge lives in three places at once.

Buy-Sell details in one folder. Premium Finance illustrations in another. Carrier requirements in an inbox thread. Notes in a spreadsheet. The full picture only exists when you reassemble it from memory, every time someone asks.

The Compounding Cost

The better the practice performs, the heavier the operational load becomes.

As advanced planning business grows, so does the servicing burden. Reviews, underwriting coordination, carrier follow-ups, policy management, and ongoing client communication begin consuming more of the week than new production. Eventually, growth itself creates operational drag. The issue isn't the strategy design itself. It's the operational infrastructure required to manage the lifecycle around it.

The System

IAPP is the operating system for advanced planning cases.

Not a CRM. Not an illustration tool. Not a document repository. IAPP becomes the operating system for how advanced planning cases move from idea to execution to ongoing management. Every case follows a consistent process. The work stops coming back to you. You stay in control of the client from the first conversation through the entire life of the case.

The complexity was never the issue. The lack of operational infrastructure around it was. Zac Majors, IAPP Founder

Advanced Planning Solutions

Built for advanced planning strategies that require operational precision.

Every solution inside IAPP includes compliance-aligned structures, documented workflows, and centralized lifecycle management from implementation through ongoing servicing.

Buy-Sell

Smooth ownership transitions.

Centralized workflows for buy-sell case coordination, underwriting, reviews, and ongoing policy management across retirement, disability, and death planning scenarios.

Key Person

Protect operational continuity.

Structured business protection planning for the individuals the company depends on most. Underwriting, servicing, and lifecycle management consolidated into a single operational workflow.

Premium Finance

Maximize benefits while preserving capital.

Financing structures for large premium cases with lender coordination, centralized communication, and lifecycle management built directly into the platform.

Split Dollar

Shared-benefit planning for executive retention.

Advanced retention and benefit strategies with centralized servicing, underwriting coordination, and long-term lifecycle management inside a single workflow.

How IAPP Works

Every advanced planning case is managed through one connected system.

The process stops depending on memory, spreadsheets, and disconnected systems.

Generate the proposal in 1 to 2 minutes.

Select the planning strategy and the Interactive Proposals engine builds the compliance-approved design, the illustration, and the client-facing file the attorney sees, pre-vetted. The proposal stops being a multi-day assembly job.

Every case begins with a defined structure. Nothing depends on memory.

Monitor every requirement in one view.

Monitor Pending Progress surfaces underwriting requirements, outstanding items, carrier follow-ups, and case activity in a single live view. You stop reassembling the picture from spreadsheets and inbox threads every time someone asks where the case stands.

The full implementation process stays visible without rebuilding the picture manually.

Let the platform carry the coordination.

Integrated Back Office Support carries the requests, edits, and approvals so they stop being your task. The case-manager seat is filled by the platform, not your calendar. You stay in control of the client; the operational load stops competing with new business.

Advanced planning cases stop living across disconnected systems after placement.

What You Get

What you get with IAPP.

Outcomes you get when the advanced planning lifecycle runs on a single platform.

Generate compliance-approved proposals in 1 to 2 minutes.

Track every case requirement, outstanding item, and carrier follow-up in one live view.

Centralize client, carrier, and underwriting communication in a single archived workflow.

Delegate case work without it routing back through your calendar.

Access compliance-approved designs as part of the platform, not on a long external timeline.

Keep the client relationship while running advanced planning in-house.

Scale your practice without adding a case-manager seat to your payroll.

Stop spending the week on work that already paid.

Exclusive Platform Features

Built for the operational demands of advanced planning.

Every feature inside IAPP exists to remove one specific operational bottleneck.

Monitor Pending Progress

Live visibility into underwriting requirements, outstanding items, responsibilities, and case activity. The case status is a glance away, not a 20-minute inbox reassembly.

Centralized Communication

Client, carrier, underwriting, and case-management communication organized inside a single archived workflow. Nothing depends on which inbox a thread landed in.

Streamlined Reviews

Annual reviews, policy tracking, and plan oversight organized in one place. Long-term servicing stops being a calendar full of one-off check-ins.

Interactive Proposals

Compliance-approved, white-labeled proposals built in 1 to 2 minutes. Clients understand advanced planning structures more clearly and the proposal stops being a multi-day assembly job.

Integrated Back Office Support

Handles requests, edits, and approvals inside the platform. The case-manager seat is filled by IAPP, not your calendar.

Team Access

Individual, manager, and owner-level access designed for solo advisors, growing teams, and multi-seat advanced planning practices.

IAPP Academy

Training, strategy education, and platform guidance built into the platform. Juniors come up the curve without you needing to be involved.

Compliance Approved Designs

Advanced planning structures designed to align with current industry standards, with documented implementation workflows for every case type IAPP supports.

The Decision

Three ways to handle the operational load. Only one keeps the economics.

Path

What it costs

What stays on your plate

Hire a specialist

Salary, benefits, and long-term overhead

Hiring, training, management, turnover, and ongoing operational responsibility.

Split the case

20 to 50 percent of case economics

Continued coordination, servicing, and client management responsibilities.

Join the Founders Circle

2 percent to IAPP of case economics

Advanced planning infrastructure, lifecycle management, and ongoing support while you maintain control of the client relationship.

Founders Circle is the only path where you keep 98% of every case and offload the operational drag.

What Advisors Using IAPP Are Saying

For the first time in our advanced planning business, it felt like everyone could see clearly where things were in the process — what was pending, what had been completed, and what still needed attention. Our team could see it. Our clients could see it too.

Oscar Mondragon

Co-Founder, Centric Advisors

Premium Finance & Advanced Planning

"I'm Oscar Mondragon, co-founder of Centric Advisors. A big part of our practice is advanced planning, especially premium finance cases.

As the business grew, managing all of the moving parts became one of the biggest challenges we faced. The strategies are already complex, but then you add lenders, policy design, ongoing reviews, and client communication across the team. I was spending too much time inside the process instead of focusing on clients and growing my practice.

IAPP has helped us become more efficient, more organized, and most importantly, more scalable as a firm."

Oscar Mondragon · Co-Founder, Centric Advisors · Premium Finance & Advanced Planning

Why now

A staged release. 250 seats across three tiers. Founders Circle opens first.

Each tier opens after the previous fills. Pricing and membership details are reviewed during the application process. Every member retains a lifetime pricing discount and the 98/2 commission structure locked for life.

Currently Open

Founders Circle

50 seats

Earliest access to the platform with direct participation in future platform features, workflow enhancements, and advanced planning solutions.

Charter member designation
Highest lifetime pricing discount
Direct access to the IAPP team
Input on future platform features and solutions

Opens when Founders Circle fills

Early Adopter I

75 seats

Early access to the platform with guided onboarding and access to future platform enhancements as they become available.

Guided onboarding and implementation support
Lifetime pricing discount
Early access to platform capabilities
Access to future platform enhancements

Opens when Early Adopter I fills

Early Adopter II

125 seats

Expanded early access to the platform with guided onboarding and ongoing access to future platform capabilities and enhancements.

Guided onboarding and implementation support
Lifetime pricing discount
Early access to platform capabilities
Access to future platform enhancements

Included for every Early Adopter member, regardless of tier

98/2 commission structure locked for life
Full platform access
Guided onboarding with the IAPP team
Early access to new platform capabilities
Lifetime discount on subscription pricing

Zac Majors

Founder, IAPP

As a financial advisor and life insurance professional, I built IAPP from the same operational frustrations most advanced planning advisors deal with every day. Sophisticated cases create long-term servicing demands that spreadsheets, inboxes, and disconnected systems were never built to manage. The work after placement starts competing with the work required to grow the practice. IAPP was built to help advisors spend less time managing operational complexity and more time growing the practice while strengthening long-term client relationships.

Common Questions

If your current process is working, you probably don't need IAPP.

If you're still piecing together underwriting, servicing, and reviews from multiple places, that's the gap IAPP closes.

IAPP is not a CRM replacement. Your CRM can continue managing contacts and general client activity while IAPP manages the advanced planning process itself — underwriting, servicing, reviews, plan oversight, communication, and long-term case management.

Both. IAPP was built for advisors and firms that run advanced planning as a core part of their practice, whether that's one advisor or a larger team.

No. IAPP helps organize the operational side of advanced planning so advisors don't have to build everything internally to manage sophisticated cases effectively.

IAPP gives you white-labeled execution so you can run those cases in-house instead. Interactive Proposals and Integrated Back Office Support let you keep the client relationship and the commission, without needing to hire a case manager.

Once all 250 seats are filled or enrollment closes, the Early Adopter Program and its pricing advantages close with it. Future members will enroll under standard pricing and terms.

Most advisors can begin using IAPP immediately. The platform design is intuitive, and many advisors are able to request their first proposal the same day they get access.

IAPP currently supports Buy-Sell, Key Person, Premium Finance, and Split Dollar planning structures, with additional solutions continuing to expand over time.

Yes. Reviews, servicing, policy oversight, communication history, and long-term plan management remain organized inside IAPP after placement.

IAPP was built from firsthand experience inside the advanced planning business. Sophisticated cases created operational complexity that spreadsheets, inboxes, and disconnected systems were never designed to manage efficiently.

You do. IAPP was built to support the advisor — not replace the advisor. The client relationship, communication, and long-term planning relationship remain fully under your control.

No. IAPP helps organize the advanced planning process for everyone involved. Advisors, support staff, and case managers all benefit from having communication, reviews, servicing, and case activity centralized in one system.

In certain planning structures, yes. Existing policies associated with Buy-Sell and Key Person planning can be added for centralized visibility and review purposes. Advisors can use the platform to evaluate overall coverage, identify gaps, and organize planning information, but policy status and related information must be updated manually by the advisor.

The 98/2 structure supports the infrastructure, servicing systems, and long-term operational support surrounding advanced planning cases while allowing advisors to retain the overwhelming majority of the case economics.

Yes. IAPP includes a client-facing portal where advisors can share proposals, reviews, plan information, and ongoing updates in a more organized and interactive experience.

IAPP is not just case design support. The platform was built to organize the full advanced planning process — from implementation and underwriting through reviews, servicing, and long-term plan oversight after placement.

If you are done rebuilding every case, done chasing follow-ups, and done giving away time on work that should already be handled, this is the way out.

Apply for membership to run your cases this way.

The Early Adopter Program closes at 250 total seats across three cohorts (Founders Circle 50, Early Adopter I 75, Early Adopter II 125) or August 15, 2026, whichever comes first.

Apply for membership Tap below to apply.

Applications are reviewed within 48 hours. Approved applicants book a 30-minute fit conversation with Zac.

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Stop rebuilding the process every time you write an advanced planning case.