We want to wish you a safe and happy holidays! Merry Christmas from all of us Comprehensive Planning, Inc. ! 🎅 🎄
关于我们
What sets us apart from the rest? Comprehensive Planning is an essential partner for every advisor looking for insurance solutions for their clients and prospects. We are not simply a source for products, we put your client relationship first. We will guide you through the process each step of the way. From design to delivery, our team is with you to make sure you succeed. Comprehensive Planning, Inc. was founded in 1981 by Edward E. Archey Jr., CLU, ChFC and Deborah J. Gilder, CLU. They transformed a Transamerica branch agency into a multi-carrier brokerage agency that excels in solution based planning. Now in the second generation, Comprehensive Planning is dedicated to supporting our advisors and providing superior service.
- 网站
-
https://www.compreplan.com
Comprehensive Planning, Inc.的外部链接
- 所属行业
- 保险业
- 规模
- 11-50 人
- 总部
- Troy,Michigan
- 类型
- 私人持股
- 创立
- 1981
- 领域
- Life Insurance Planning and Case Design、Insurance Marketing Support、Impaired Risk Life Insurance Underwriting、Insurance Sales Training Services for P&C Agencies和Life Insurance Technology
地点
-
主要
1301 W Long Lake Rd
US,Michigan,Troy,48098
Comprehensive Planning, Inc.员工
动态
-
If getting your finances in shape is one of your goals for this year, remember that having enough life insurance is important. But how much is enough? For additional information call us at (248) 457-2312! Learn more: https://lnkd.in/gmZ4_mGj #GetLifeInsurance Comprehensive Planning, Inc.
-
-
Do your clients struggle with how much protection they need? We are here to help with a needs analysis calculator linked below. This will allow your clients to get a better understanding of what they will need to protect their loved ones and secure their financial future. Reach out to Comprehensive Planning, Inc. at (248) 457-2312 for any questions and to further discuss your clients’ needs. #LifeInsurance #Protection Calculator: https://lnkd.in/e42R9yE6
-
-
Have a Happy Thanksgiving from all of us at Comprehensive Planning, Inc.! We hope you enjoy time with family and friends and have some wonderful food!🦃
-
-
95% of financial professionals surveyed chose having benefits that do not have to be taxed as income as the #1 feature of a long-term care protection plan. 89% reported that having no waiting period for benefits was also valuable. Contact us to find out what options are best for your clients! (248) 457-2312 #CommitWithCare #LTCAwareness Comprehensive Planning, Inc.
-
-
A long-term care event can be devastating to your client’s portfolio. Use this easy calculator to show your clients the cost of long term care is in their state. Contact us and show them a better way to plan for these costs and keep their retirement funds intact! (248) 457-2312 #LTCAwareness Comprehensive Planning, Inc. Link to the calculator: https://lnkd.in/emTFccvD
-
-
As we enter Long term care awareness month, now is a great time to start a conversation with your clients about their future planning needs. Reach out to us Comprehensive Planning, Inc. to get started! (248) 457-2312 #GetLongTermCareInsurance #LTCI #LTCAwarenessMonth
-
-
This year we decided to take it back to the basics. Happy Halloween to all from Comprehensive Planning, Inc., may it be filled with tricks and treats! 🦇
-
-
Have your clients’ needs shifted as they age? Many people ages 50-65 have large cash value life insurance plans and are also now considering how they will pay for Long-Term Care expenses. We have an option that may allow them to split that cash value between two plans that would cover LTC AND provide a very similar death benefit to their existing policy. Call us to find out more information and make sure your clients are getting the most out of their money! (248) 457-2312 #LifeInsurance #Planning Comprehensive Planning, Inc.
-
-
So true! An accident or illness could keep your clients out of work. It’s disability insurance that would keep a stream of money coming in. Contact us and we can help you make sure your clients are protected against the future. (248) 457-2312 #GetDisabilityInsurance Comprehensive Planning, Inc.
-