Broker Check

Structure

Old Carolana Group’s structuring of life insurance and retirement planning starts with listening to the client’s needs and goals, then gathering the information we will need to properly provide the correct plan.  Old Carolana Group has 59 companies they work closely with, including an in-house underwriting physician. They also use the services of many CPA and attorney firms to ensure the plans are properly designed on a tax and legal basis. When structuring a life insurance plan, Old Carolana Group starts with collect information from the client, passing it on to their medical doctor who summarizes the client’s health and then he anonymously shops it to several companies he feels will give favorable quotes on the case.  Old Carolana Group then designs the plan that fits the client’s needs with the correct concept, company, and product.

Conceptual Life Insurance & Retirement Planning

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