Marketing Support
Tiffany Symes
Tiffany Symes serves as the Marketing Manager for Plan Advisors, overseeing the strategy, development, and execution of marketing initiatives that support agent growth and engagement. Through strategic planning and marketing leadership, Tiffany helps ensure agents have access to high-quality marketing tools, educational resources, and innovative solutions that support long-term success.
For marketing-related questions, please email BrokerSupport@myplanadvisors.com. Requests will be reviewed and routed to the appropriate team member as needed.
Erin Knight
Erin Knight serves as a Marketing Specialist for Plan Advisors, supporting the development of marketing resources, communications, promotional materials, and other marketing initiatives. Erin helps ensure agents have access to approved marketing tools, educational resources, and materials designed to help grow their business.
For marketing-related requests, please email BrokerSupport@myplanadvisors.com. Requests will be reviewed and routed to the appropriate team member as needed.
Co-Op Marketing Request Form
Submit your Co-Op marketing request below, including estimated costs, carrier projections, and any supporting documentation.
If you are not at the top of your hierarchy, your request will be routed to your upline for review and approval before funds can be distributed.