Lead Generation Partner

Their team collaborates closely with agents in a variety of fields to schedule their appointments. They take the time to understand each agent's needs, work style, and goals, making sure every appointment is set with care and accuracy. By taking this task off agents' plates, Plan Ahead Scheduling frees up valuable time - time that can be spent connecting with clients, building trust, and focusing on what matters most: helping clients reach their goals.

They make sure that no appointment is just a date on the calendar - it's the start of a meaningful connection.

At Elite Financial Group, we believe that great service starts with great partnerships. That's why we've partnered with our friends at Plan Ahead Scheduling - a team that shares our commitment to professionalism and providing exceptional support & care to clients.

Meet the Founder

Veronica White

CEO/Owner of Plan Ahead Scheduling LLC

Over the past four years, I've had the privilege of working in a field I'm truly passionate about - supporting agents as they grow their businesses and care for their clients.

My team and I have worked closely with agents across Medicare, life insurance, mortgage protection, and retirement planning industries. From managing CRM systems to booking appointments, we ensure that every lead is followed up with care and precision.

At the heart of it all, my goal is simple: to be a reliable partner who helps agents stay organized and save time, so they can focus on what they do best - serving their clients!

What Her Clients Say

"I can’t say enough about the impact Veronica has had on my business. She takes care of all my calls with professionalism and ease—whether it’s scheduling appointments with new prospects or reaching out to current clients. She’s incredibly organized, highly communicative, and has systems in place to keep track of every call and follow-up, which gives me complete peace of mind.

Working with her has made my job so much easier and has saved me countless hours. On top of that, her pricing is extremely fair and makes perfect sense for anyone serious about growing their business to the next level. I highly recommend her services to anyone looking for a reliable, professional, and efficient appointment scheduler. She and her team are truly a game changer.”

— Ralph & Mars Desire, BettrLife Financial Services