
Advanced Planning Advisors
ADVANCED PLANNING ADVISORS

Welcome to Advanced Planning Advisors, where we believe your life matters. Your source for all Insurance products In the senior marketplace!
About Our Agency

Advanced Planning Advisors History
One of South Florida’s premier agencies providing our senior residents with financial programs for over 10 years. Our experienced and certified agents have a fiduciary responsibility to you the customer in understanding your needs and providing the programs to fill those needs.
We represent multiple life insurance Health Insurance and annuity companies all with an A.M. Best rating of B+ or higher plus the highest rated health insurance (4 Star or better) and ancillary product providers. This allows us to offer our customers the best coverage with the Nation’s best companies at the lowest cost anywhere in the state of Florida.
Our APA Professionals

Walt Roberts
President & CEO

Thomas Bachmann
Southwest Florida
Vice President of Sales
Carriers
Life Insurance
Americo, American Amicable, Forsters Financial,
Core Group, Great Western, Mutual of Omaha, Sagior,
Prosperity, Security National, Sentinel Security,
Trans America, United American, Liberty Bankers Life,
Symetra, Protective, Pacific Life, Assurity
Health and Medicare Coverage
Aetna, Freedom Health, Optimum Health, Care Plus,
Humana, United Health Care, Wellcare, Simply,
Thrivent, Devoted
Critical Illness, Hospital Indemnity & Disability
Heartland, Guarantee Life Trust, United Health Care,
Aetna, UNL
Dental Hearing and Vision
National Care Dental by Metlife, Cigna

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Office: 941-460-6428
Email: wrapa7312@gmail.com
