Executive Planning Group in Jericho, NY brings over 35 years of experience in offering innovative insurance and financial solutions. Their approach stands out through the use of a patented chassis tailored for the private placement market, ensuring clients receive individualized services. Rather than relying on standard pricing models, they employ institutional pricing methods to provide superior results.
One key aspect of Executive Planning Group's services is the coordination of funding strategies with estate planners, aiming for optimal outcomes. They specialize in reviewing policies and offering consultations to ensure that clients receive the most suitable solutions for their needs. The company's dedication to excellence is reflected in testimonials from satisfied clients, highlighting their professionalism and expertise.
With a deep understanding of life insurance products and a commitment to improving existing policies, Executive Planning Group stands as a reliable partner in navigating the complexities of insurance. Their objective assessments help clients determine the appropriateness of their current coverage and explore better alternatives. By staying informed about the latest industry developments, they empower clients to make well-informed decisions about their insurance needs.
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