Business Planning Group

We are a group of experienced financial advisors here to assist you and your company in understanding the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Our services and programs will assist you in creating benefits that will help you attract and retain key employees. We can help you gain a better understanding of the financial concepts behind wealth-building programs such as qualified retirement plans, executive benefit plans, leveraged premium plans, captive insurance companies, estate planning and legacy planning.


Webinars: Group Life Webinar

As the TPA for the client companies and CPA’s we service, we’ve been specializing in the 3 parts of group life since 1994. Join us for a comprehensive look at Group Life and the tax deductible benefits it can provide for your clients and their employees!

Recent Articles

What Are Group Life Plans?

What Are Group Life Plans?

Business Planning Group | May 18, 2020

Group life plans provide insurance solutions that also have  unmatched tax advantages and investment security for both employers and employees.  There are multiple parts to a......

Note: Business Planning Group is a trusted partner. The views and claims expressed by our partners are their own, and do not necessarily represent those of