About FinPlan Solutions
FinPlan is a different kind of life insurance company.
FinPlan Solutions is a life insurance company that offers reliable protection, friendly service, and knowledgeable guidance, all with you and your loved ones in mind. We love what we do, and we are passionate about making a difference in our communities.
At FinPlan:
- Your Trusted Guide to a Secure Retirement, we help you navigate the complexities of retirement planning.
- We are here for you today and tomorrow. We have been passionately protecting individuals for more than a 3 years. We are financially strong and we will be here when you need us most.
- Retirement planning is about more than just buying insurance product. We tailor strategies to your specific goals, risk tolerance, and lifestyle.
Your Trusted Financial Partner
At FinPlan Solutions, we're dedicated to helping you achieve your financial goals. With a focus on whole life insurance, annuities, IUL (Indexed Universal Life), and retirement planning, we provide comprehensive financial solutions tailored to your individual needs.
Our Mission
- Clients: Everything we do starts with the member. We were created by our members and are owned by our members.
- Help: Our purpose is to help our clients to make things better. We are not doing it for or to them, we are doing it with them.
- Financial Futures: Our primary products are life insurance and annuities, which protect our clients and their families from the financial consequences of dying too soon or living too long.
- Protect: Our primary purpose is protection. We are not an investment advisor.
- Families: Our products and services primarily benefit our clients’ families (as defined by our members).
