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SERVICES
Corporate Planning Consultants is an independent
insurance brokerage with national clients and twenty-eight years of experience. CPC specializes in design, administration and delivery of insurance products customized to benefit the needs of individuals and businesses.
Many of our clients have specific needs; therefore, we provide a multiple carrier approach
which enables us to offer quality products to meet those diversities and risks. We offer help with your applications and enrollments along with administration of plans to make your enrollment process as seamless as possible. We deliver “peace of mind” to our clients.
Our pride in the number of long time relationships with our clients is surpassed only by our dedication to conducting business the old fashioned way. More importantly, we provide Trust.
Please see below a brief description of each of the services we offer:
Life Insurance is a type of contract where one party agrees to pay an amount specified in the contract to an insurer. That amount will be paid to a beneficiary, chosen by the insured, upon the occurrence of an event, usually that of death. This product has a cash savings value along with a death benefit and is primarily used for survivor protection personally or for business.
Health Insurance is an extensive term covering various types of insurance relating to the health of individuals. The coverages included are sickness, accident, disability, hospital and medical expenses. Prior to this time, it was Sickness and Accident Insurance.
Disability Insurance is a type of insurance which provides protection to an individual in the event of illnesses, accidents, injuries or disabilities that cause financial consequences. There are several categories of Disability Insurance.
Extended Healthcare Benefits is a type of health policy that provides benefits for an extended period of time on a prepaid basis for necessary care provided by a licensed healthcare provider when the insured has lost two activities of daily living.
Annuities are designed to provide income to a person while he/she is alive. It is usually the liquidation of a capital sum or an estate. They can provide a systemic disbursement of payments over a fixed period of time or over the duration of an individual’s life and can be a source of income for a person for as long as he/she wishes. There are several types and classifications of annuities.
Retirement Plans for individuals and businesses are available to those who wish to set aside funds for their retirement. The types of plans are Tax Qualified Plans such as IRAs, Keogh Plans, Tax Sheltered Annuities, 401Ks, etc.
Business Insurance is very useful in protection of business owners and their dependents for business continuation and for charitable organizations. Primarily, it is a creative way to use Life Insurance. Types of Business Insurance are Key-Employee Insurance, Buy Sell Agreements, Split Dollar Insurance, Business Continuation and Life Insurance, Executive Bonus and Uses of Annuities.
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