At Wynnewood Planning, our team specialize in the integration of financial expertise in conjunction with unparalleled knowledge of insurance products and services in order to provide the highest level of opportunity to our clients.
Term, Whole, and Universal policies tailored to your goals.
Replacing lost income when illness or injury keeps you from working.
Helping cover the costs of extended care so you and your loved ones are prepared.
Creating guaranteed income streams for retirement planning and peace of mind.
From start to finish, our private client team assists individuals in all aspects of an insurance transactions from analyzing products, to choosing the right carrier, to navigation questions and exams, to implementation and servicing the policy over the course of the insured’s life–always with a personalized, relationship-first approach.
Beyond traditional solutions, we also help business leaders and executives design and manage non-qualified supplemental benefit plans—customized programs that reward and retain talent while protecting their financial futures.
We’re independent, which means we’re not tied to one carrier. We analyze products across multiple companies and work directly with our clients to recommend what truly fits our clients’ needs and goals.
We focus on creating bespoke strategies that address your specific risks and goals for a secure future.
No. In most cases, the premium is less than going directly to an insurance carrier. And you are not limited by one direct company and their process. We will help you compare options, navigate underwriting, and select coverage that truly fits your needs—at no additional cost to you.
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Having health conditions does not automatically prevent you from getting coverage. We work with multiple insurance carriers and help identify options that best fit your health history, goals, and budget. Our role is to guide you through underwriting, advocate on your behalf, and find the most favorable coverage available to you.
Reach out today for personalized advice tailored to your situation.