Our Mission

How We Work

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual or business situation.

Old Carlana Group's structuring of life insurance and retirement planning starts with listening to the client's needs and goals. We then gather the information we will need to properly provide the correct plan.

We work with 59 life insurance and retirement companies very closely so we can provide the correct product for the situation. We are able to receive favorable life insurance quotes with the assistance of our in-house underwriter physician.

For all our business clients we design the big corporation insurance to their scale. Properly structured business concepts along with the services of CPA and attorney firms, we are able to ensure your business concepts are properly designed on a tax and legal basis.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Old Carolana Group uses practices that very few use in life insurance planning. First, we collect information from the client, pass it on to our medical doctor who summarizes the client's health and then anonymously shops it to several companies for a favorable quote on the case. Secondly, we design the plan that fits the client's needs with the correct company and product. Finally, we make sure the proposed plan and structure is current under tax and legal guidelines.

Our History

Years of experience has prepared us to guide you through your life and business transitions. With over 35 years in the insurance and financial industry, Old Carolana Group's main thrust has been providing life insurance and retirement concepts to individuals and business owners. Our knowledge of corporate and business life insurance has helped correct or create plans that are structured correctly and legal.

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