Insurance Consulting

Expert Insurance Consulting: Tailored Solutions for Your Peace of Mind

Insurance consulting

Executive Compensation Plans are well respected in the insurance industry. With decades of experience in the financial services industry, we can help you evaluate your existing life insurance portfolio and identify opportunities to enhance the value of your life insurance and risk management program.


We provide a complimentary initial consultation , after which our ongoing consulting services typically range from $2,000 to $10,000, dependent on your needs.

Contact Us

Our Proven Process Includes the Following Stages :


  • Discovery

    A comprehensive fact-finding meeting to help clarify and quantify your goal and objectives as they relate to your policies, ensuring that your legal , tax , and financial advisors are included in this process

    Button

  • Summary

    A one-page comprehensive summary of all your existing policies was prepared and provided for your review and record.

    Button

  • Evaluation

    An evaluation of your existing policies, which includes contacting the applicable insurance companies to gain an in-depth understanding of your current policies.


    Button

  • Recommendation

    We will make recommendations for solutions that best meet your goals and objectives and propose an action plan for your consideration.

    Button

  • Review

    We will periodically review your plan to ensure your policies continue to meet your goals and objectives.

    Button

Please contact us at (469) 481-2173 for more information or schedule a time to discuss with us in further detail.

Get a Free Quote

The evaluation considers:

  • Insurance company financial strength and their ability to meet future claims
  • Amount of coverage
  • Policy design suitability, and cost
  • Future projections (in-force ledgers)
  • Ownership structure as it relates to your goals and objectives
  • Options for optimizing benefits
Get a Free Quote

Send Us a Message

Please fill out the form below to reach out to us, and our team will be in touch with you shortly!

Contact Us

Frequently Asked Questions

  • What type of insurance products do you offer?

    Executive Compensation Plans offers a diverse range of insurance products, including life, property and casualty, business, worker's compensation, and estate planning insurance. Each product is designed to provide comprehensive protection and peace of mind, ensuring that every aspect of our client's lives and businesses is securely covered. Whether it’s safeguarding personal assets or business investments, our portfolio of insurance products meets the varied needs of our clients.

  • What criteria should I use to decide on the right coverage for me?

    This varies based on several aspects, including personal circumstances, financial status, and risk preferences. Our experienced agents are equipped to assist you in identifying the most suitable type and level of coverage that aligns with your specific requirements.

  • How can I contact you?

    There are several ways to contact us. You can call us at 469-481-2173. You can email us at salesinsecp@gmail.com. You can also send us a message via our contact form. Whatever way you choose, someone will be in touch with you as soon as possible. We look forward to working with you.

key person

Share by: