Who We Are

We were formed to be able to provide the most competitive products to our clients, planners, brokers and agents, without the bias that comes from corporate affiliations.

Why should I join you?
Joint Case Work Request
How can we help you?


Office Information

Our office support is offered Monday - Friday from 8 a.m. to 5 p.m. (EST).

Toll-free (800) 486-8597
Phone (407) 740-5592 x1
Fax (407) 740-5604
E-Mail info@planningandconsulting.com


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Products

Universal Life Variable/Fixed
Whole Life
Annuities Variable/Fixed
Mutual Funds/ Asset Management