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What sets us apart from the rest?

Comprehensive Planning is an essential partner for every advisor looking for insurance solutions for their clients and prospects. Unlike many of our competitors, we are not simply a source for products, we put your client relationship first. We will guide you through the process each step of the way. From design to delivery, our team is with you to make sure you succeed.

Comprehensive Planning, Inc. was founded in 1981 by Edward E. Archey Jr., CLU, ChFC and Deborah J. Gilder, CLU. They transformed a Transamerica branch agency into a multi-carrier brokerage agency that excels in solution based planning. Now in the second generation, Comprehensive Planning is dedicated to supporting our advisors and providing superior service.

Sales

Our marketing team is available to support your sales opportunity, including more complex cases that require detailed illustrations and competitive carrier/product comparison.

Advanced Case Design

Leveraging our talented team of experts, we study each situation thoroughly to ensure our advisors have the perfect solution for their clients. Our specialties include estate planning, policy review, business planning, wealth transfer, pension maximization, retirement planning and premium financing.

Proprietary Programs

Our proprietary Drop Ticket pre-application submission platform is one of the easiest and fastest in the industry. We built this process from the ground up with ease of doing business in mind.

Comprehensive Back Office Support

We offer processing support for your cases from start to finish. Our technology platforms allow for online contracting with our carriers as well as online case status 24/7.

Underwriting Expertise

Our underwriting team is committed to delivering the best possible outcome for your client. Several of our team have obtained advanced educational certification in the medical underwriting field. We have AALUs, ALMIs, and ACSs on staff, reviewing your tough to place cases.

Technology

We have invested considerable resources into the ongoing development of platforms and tools to help you sell and to help you process your business. As a producer affiliated with our firm you will have access to industry leading resources

It starts with a phone call or email.