The Advance Team


Our Vision

To Change the Value and Experience of Life Insurance Ownership for every family in America. 

Our Mission

Our mission is to be difference makers to our clients, to each other and to our families and create a legacy of others inspired to do the same. We serve our clients and each other with excellence, compassion, integrity and respect. We offer our clients the very best life insurance products and services to protect their families and we offer inspired individuals who join us the hope and opportunity of a life changing career.

Who We Are

The Advance Team is dedicated to 3 primary market segments: Senior Insurance Services, Mortgage Protection and Tax Free Retirement Planning. The senior market is exploding and our focus of daily operations is on assisting these families with retirement protection strategies and final expense planning. We also provide Mortgage Protection planning to help families protect their biggest asset. Lastly, we assist in Tax Free Retirement savings and planning with our fixed indexed products.

We provide a platform of excellence for agents and agencies with proven business systems, training, product offering & marketing allowing our incredible team members the opportunity to simply focus on serving clients rather than trying to find them. Our organizational business platform and system provides a proven stability for our advisors while offering an exclusive partnership for independent business ownership.

While our corporate office is located in Louisville, Kentucky, our advisors and management group reaches across many states including Michigan, Indiana, Ohio, Kentucky, Tennessee, Mississippi, Texas and Louisiana.

Want to learn more? Email Roger Short, Advance Team President & Managing Partner –

Our Values

High moral character, integrity, strong work ethic, and a desire for entrepreneurial & financial independence while serving our clients with the industry’s best products and services define the core values of the Advance Team. An organization committed to providing the best environment, opportunity and culture for those in pursuit of a life of significance and financial freedom.