OUR SERVICES
LIFE INSURANCE
Life insurance serves as
the basic building block of any
solid financial plan.
DISABILITY INSURANCE
An individual disability
income insurance policy can
help supplement your group
long term disability benefits
and protect a larger portion
of your income.
LONG TERM CARE
Long term care insurance is one
option that allows you to have
a plan in place to help protect
your assets and remain
EDUCATION
If you find yourself intimidated
by the ever-rising price of
higher education
RETIREMENT
Retirement may seem far
away, but it’s never too early
to determine how much
you’ll need and to begin the
process of saving.
ABOUT
Welcome to Plan with Phil, where we are committed to providing you with the best insurance options available on the market. We understand that life is unpredictable, and having the right protection in place can help you and your loved ones feel more secure.
We work with multiple top-rated insurance companies to offer you a variety of life insurance/disability insurance products that fit your needs and budget. Whether you are looking for term life insurance, whole life insurance, or any other type of policy, we have got you covered.
Our team of experienced insurance professionals will take the time to understand your unique situation and provide you with personalized recommendations that make sense for you. We are here to answer any questions you may have, and we will guide you through the process of selecting and purchasing the right policy for you.
We pride ourselves on our excellent customer service, and we are dedicated to making sure that our clients feel informed and supported throughout the entire life insurance process. We are here to help you protect what matters most, so contact us today to learn more about our life insurance offerings and how we can help you.
FAQ’S
1 in 3 households in the United States have no life insurance at all!
Survey says one in four families feel that they need more insurance or needs to purchase some type of insurance. Losing a loved one can devastate a family mentally and financially.
One in three wishes their spouse or partner would purchase more life insurance to make sure their family is secure. More and more families get insurance on both partners nowadays.
54% of those likely to buy didn’t purchase it because they “have not gotten around to it” or was too busy to do it. Most Americans feel that the insurance from work is generally sufficient but only to find out the coverage is barely enough to cover most things.
65% of all Americans agree that they all need more life insurance and it is an important financial decision to make as soon as you can. Insurance rates get more expensive as you get older and it is always best to lock it in when you are young and healthy to get the best possible rate.
TESTIMONIAL
I was very confused about all the different types of life insurance policies out there. After a quick phone call, I had a better idea of what I wanted and Phil made it easy for me to decide how I wanted to get the protection for my family.
Had a great experience shopping for life insurance, it was easy, straightforward and we got a plan set up within 20 minutes.