Estate Planning Inc has spent the last 30 years placing thousands of life insurance policies around the nation. We have gained first-hand, inside experience of what it takes to successfully get great life insurance products into the hands of our clients. The invaluable combination of knowledge and experience sets Estate Planning Inc apart from any other insurance agency. Not only are we an expert in the field, but we also grasp the power of tenacity. We are committed to bring you the very best in the industry only representing A+ rated life insurance companies. We value faith, family, traditions and the power of kindness. We live by the golden rule, always treating others how we’d want to be treated. This is the leading principle that drives our vision.
“Give, and it will be given to you. They will pour into your lap a good measure pressed down, shaken together, and running over. For by your standard of measure it will be measured to you in return” Luke 6:38
Our Mission
We’re relentless in our commitment to produce the best possible products for our clients. We provide a personal approach by working hard to carefully select a policy with the company offering the best coverage at a reasonable price according to the clients needs. We identify and minimize our clients’ exposure to risk. We reach these goals with emphasis on quality coverage, competitive premiums, and overall simplification of insurance processes.
Our vision
Our focus is on what we can contribute to others by providing a trustworthy platform for clients to find the best life insurance products for their family. We provide everyone the tools they need to get where they want to go. We are committed to the well-being of our clients.
Our core values
Trust is everything. We're honest with our clients. If it's not a right fit, we'll say so. Anything we recommend is because we genuinely believe in it. By upholding high moral principles, we are able to create lasting relationships with our clients. We’re obsessive about making sure our clients feel as valued, respected and appreciated as they truly are.