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CORPORATE SERVICES PLATFORM
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| American Financial Network’s Corporate Services Platform Is a Strategic Planning Approach That Bridges Business and Executive Financial Needs |
THE CSP ADVANTAGE
The CSP allows us to offer more OVERALL VALUE TO CLIENTS with more intellectual property, product and services.
It also enables us to develop capabilities and a very broadbased distribution channel... allowing us to work with fellow SAI Representatives and members of the Financial Solutions Alliance on a national level.
CORE COMPONENTS OF THE CSP:
• Corporate Benefit Advisory Services
A compensation & benefit advisory team analyzing and implementing Executive Compensation, Qualified & Non-Qualified Plans, Deferral Plans, Custom Group Life, Captives, Other Company-Funded Programs, Business Strategies and more
• Premium Executive Planning
A customized & comprehensive Financial Planning and Wealth Management Program for Corporate Executives and Key Employees
• Financial Solutions Alliance (FSA)
Comprised of some of the most respected & accomplished professionals in the Financial, Business and Legal arenas, the FSA is one of the most comprehensive financial service networks assembled.
CLIENT PROFILES
American Financial Network serves Individual Clients, in addition to Private or Public Middle Market Companies in the United States.
| Ideal Individual Client Profile: We work with individual clients at every level with no income or investment minimums and specialize working with Business Owners and C-Level Executives. |
Ideal Corporate Client Profile:
We service Profitable Middle Market Companies with revenues from $10M to $500M+
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