Benefits for Self Employed/
Sole Proprietors and Groups 2-500

Creative Wealth Planning (CWP) is an independent insurance agency designed to assist clients and their advisors in meeting their personal and business financial goals. With our extensive knowledge of the insurance industry and exceptional customer service, we can help you find the best coverage for yourself and your loved ones. 

 CWP has hundreds of clients. Our agents are licensed and appointed by most major carriers for:
  •  Medicare Supplements
  • Part D Drug Plans
  • Medicare Advantage Plans
  • AARP / United HealthCare products
  • Aetna
  • CIGNA
  • Humana WellCare
  • ...and more!
We pride ourselves in doing the right thing every single time for every single client. It's more than our policy: it's our dedicated commitment to our clients.

MSSNY MEMBER BENEFITS

MEDICAL

Medical Insurance for Self-Employed/
​Sole Proprietor and Groups 2-500.
​

DENTAL

Dental insurance generally covers preventative, basic and major services. Policies differ by carrier.

VISION

Coverage for routine eye health expenses based on anticipated needs for eye care services.
​

LIFE

Life insurance protects against the loss of income that would result if the insured passed away.

HOSPITAL CASH & DISABILITY

Income protection to individuals who become disabled for a long period of time and cannot work. 

LONG-TERM CARE

Nursing home care, home health care, and personal or adult day care for individuals.

MEDICARE 

Insurance coverage to supplement basic Medicare coverage. 

Creative Wealth Planning, LLC

Creative Wealth Planning is an independent insurance agency designed to assist clients and their advisors in meeting their personal and business financial goals.

Norman Portnow, Founder & CEO of Creative Wealth Planning, LLC has a history of success in the Financial & Insurance Industry. For over 40 years, we offer much more than our extensive knowledge of the insurance industry. Our specialty is customer service. Whether you are one person or a 500 person account, you are our priority. Creative Wealth Planning is large enough to serve your needs, but small enough to care!

Contact Us to see how we can help you cover yourself and loved ones for the present and the future. Creative Wealth Planning will help you get the right coverage at the right price for your budget.
Large enough to serve your needs... Small enough to care!