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Updated: Aug 1, 2022

Co-Plan Group, Why us?

We are a bilingual organization with more than 20 years of experience. Specializing in advising families and companies in financial planning to successfully face events in life. With our headquarters in the United States and present in eight countries, Co-Plan Group has a partnership with the main insurance and risk management companies with a leading position in the market. We cover the domestic sector of the American Union and internationally, with a platform of multidisciplinary allies that add value to our proposals.

With the support from the insurance industry at a First Level International level, consolidated with maintaining healthy relationships and constant renewal allows us to be at the forefront of innovations in services and products in the Personal Insurance Branch. A professional work team, committed to excellence. Offering a consulting service along with the client, analyzing their needs and providing products adapted to their reality and budget. Monitoring annually the renewals of those insured, thus guaranteeing the persistence over time and the consolidation of the benefits of each product.

Co-Plan Group continues to grow day by day thanks to the trust our clients have in us. We cover a wide variety of insurance, such as Life Insurance, Living Benefits, Annuities, Retirements, Final Expenses. Our agents are not common agents, but agents ELITE willing and able to assist and advise any need of our customers. Co-Plan Group, as managed to be recognized by the preference of the Hispanic Market and / or Multicultural because we keep our promises all the time.

For more information, please contact us or click on the link


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