CWP-MSSNY
Phone 516-502-4270
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The advisors at Creative Wealth Planning are experts in Self-Employed/Sole Proprietor and Group Medical Insurance. With long-standing carrier relationships and extensive knowledge of the insurance marketplace, our advisors will give you clear options and sound advice.
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LIFE INSURANCE

Life insurance protects against the loss of income that would result if the insured passed away. The amount and type of life insurance purchased will depend on financial situation and the standard of living needed to maintain the insured’s survivors in the style to which they have become accustomed.

TYPES OF LIFE INSURANCE AVAILABLE
  • Term: 10-year, 20-year, 3-year available 
  • Universal Life
  • Hybrid Universal Life — includes Long Term Care rider
  • Guaranteed Universal Life
  • Indexed Universal Life
  • Whole Life

CONTACT US for More Information on Life Insurance

LIFE INSURANCE CARRIERS WE WORK WITH:

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Privacy and Security: At Creative Wealth Planning, our customers are our number one priority. We respect the personal information of our customers and work hard to keep it secure and private by consistently reviewing and monitoring our practices. An important component of our policies includes protecting all nonpublic personal information (NPI), collected through the application process or transactions with our customers. This includes data such as names, addresses, driving history and credit information. Our use of NPI is limited to supporting our customers' insurance product needs and to servicing policies and claims.
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Creative Wealth Planning, LLC

1981 Marcus Avenue, Suite C-119
Lake Success, NY 11042

20086 Waters Edge Drive, Suite 503
​Boca Raton, FL 33434


Phone: 516-502-4270
Fax: 718-228-9538
​Email: [email protected]
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