AFFLUENT PLANNING

We'll Get It Right.

Common conditions like cancer, depression, anxiety, heart disease, arthritis, and multiple sclerosis can all cause you to be absent for a spell, and will impact your ability to work and support yourself and your family, and none are covered by Workman's Compensation.


For the high earner, income insurance is a highly specialized insurance product.  It is not always easy to get and not everyone understands its nuances.  There is no one size fits all plan, and underwriting can be challenging.  After a diagnosis of a disabling illness or injury has occurred is not the time to evaluate, or to be unsure about the terms of your income protection.  Let's get it right the first time. 


We are Affluent Planning.  We are a professional disability insurance broker.   We help business owners, 1099 contractors, and professionals get the income protection they need and deserve. 


Our team is comprised of people with different kinds of finance and legal experience. We are committed to working with the absolute best underwriters to insure that your income is protected, insulating you financially from whatever life serves up next. 

 

To us accountability means everything. We are on time and on task; doing what we say we will do, and treating each encounter with respect and attention. We are extremely attentive to detail, and we are happy to work with you and your advisory team to insure your income protection is designed specifically for your financial scenario.


We'll help you be sure your coverage is comprehensive so that way you can rest, recuperate, and rehab with the comfort of knowing that you will continue to have the necessary funds coming in until you are able to return to your work.


We also provide a process for on-going regular check-ins, reviews, and progress reports to keep your coverage up to date. We work privately and discreetly, and you can count on us for precise expertise and unbiased recommendations.

 

Our Client List Includes:

Business Owners

CPA's

Attorneys

Consultants

Chiropractors

Architects

Engineers

1099 Contractors

Executives

Anesthesiologists

Surgeons

Family Practice Physicians

Veterinarians

Radiologists

Dentists

Sales Professionals

Let's get it right.