Executive Planning Group
Executive Planning Group, based in Chicago with extensive experience in the financial services sector, specializes in life insurance and estate planning. Leveraging a patented chassis for the private placement market, they focus on providing objective assessments and consultations to ensure clients receive appropriate insurance solutions.
With a commitment to utilizing institutional pricing, Executive Planning Group aims to improve existing life insurance policies, as their data indicates that nearly 75% of such policies can be enhanced. Their strong relationships with estate planners further enable them to coordinate effective funding strategies for optimal results.
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