At Wynnewood Planning, we specialize in the integration of financial expertise in various insurance products and services in order to provide the highest level of service to our clients. Some of these may include:

  • Life Insurance (Term, Whole & Universal)
  • Disability Income
  • Long Term Care Insurance (LTCi)
  • Annuities

Our Private Client team assists individuals in all aspects of an insurance transaction from analyzing products, to choosing an insurance carrier, to implementation and servicing the policy over the course of the insured’s life. In addition to advisory services involving traditional life insurance products, we have helped a variety of firms to structure, fund, and administer their non-qualified supplemental benefit plans to provide customized incentives for key executives and directors

Please contact our team at Wynnewood Planning for more information, or at 914-834-8844