The Executive Group

At Executive Planning, Inc., we pride ourselves on being a premier life insurance firm, dedicated to providing exceptional services to our valued clients. With over 35 years of experience in the financial services industry, our team, led by Paul F. Berlin, CLU, has accumulated significant expertise in all aspects of life insurance planning.

Our Experience and Expertise

As a renowned life insurance broker, we have a proven track record of delivering customized solutions to our clients, including hospital clients, professional athletes, large privately-held business owners, and investment fund managers. Our expertise spans a wide range of life insurance products and services, including Life Settlements, Variable Life, Guaranteed Universal Life, Indexed Universal Life, Term Insurance, Whole Life Insurance, and Estate Planning. We take pride in our ability to coordinate funding strategies with estate planners to achieve the best possible results for our clients.

Our Unique Approach

What sets us apart is our patented private placement chassis, which allows us to offer institutional pricing, instead of standard shelved pricing. This means that our clients benefit from competitive pricing, tailored to their specific needs. Our team of experts will review your existing life insurance policies, providing an objective, professional assessment to determine if they are still appropriate for your current situation. We can help you identify opportunities to improve your existing life insurance, with our data showing that nearly 75% of all existing life insurance can be improved.

Our Commitment to Excellence

At Executive Planning, Inc., we are committed to delivering exceptional service, backed by our extensive knowledge and experience in the life insurance industry. We take pride in our reputation as a trusted and professional partner, dedicated to helping our clients achieve their goals through the strategic use of life insurance products.