The Advance Team


Our Vision

To be life-changing difference makers who create a legacy of others inspired to do the same.

Our Mission

Our mission as difference makers is to meet people where they are and help them get where they want to go.

We commit to growing a national organization with the best opportunity and culture for those in pursuit of a life of significance and financial independence.

We serve all people with excellence, compassion, integrity, and respect.

We provide the very best products and services to protect families.

We offer inspired individuals 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.