TIB Financial Group Logo

Insurance Planning

Insurance / / / / /

Insurance Planning

At TIB Financial Group, we serve as well as teach. Educating our clients to become knowledgeable and sophisticated insurance consumers is just as important as advising them. We provide both insurance advisory and brokerage services to meet the needs of our corporate and individual clients.

Our insurance planning services often include:

Selecting insurance products from over 50 highly rated insurance carriers

Analyzing the cost structure of insurance policy designs

monitoring the internal rate of return (IRR)

comparing both guaranteed and current cost assumption approaches

weighing a multitude of insurance options based on risk tolerance, time horizon, and fluctuating goals

observing Uniform Prudent Investor Act (UPIA) guidelines, which call for annual policy reviews

If you own or are considering life, disability, or long-term care insurance on a corporate or individual basis, rely on us. We draw from nearly five decades of insurance planning experience to help you minimize cost and maximize benefits.

We have served over 20,000 corporate and individual clients

Our experience is ready to work for you

Contact Us Today
TIB Financial Group Logo

OFFICE  / / / / /

11701 Luna Road
Farmers Branch, TX 75234

Contact Us Via:
information@tib-financial.com 
T: 972-444-3535

Quick Links  / / / / /

Facebook Twitter Linkedin

Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisers, LLC (LSA), an investment adviser registered with the SEC. TIB Financial Group and the above firms are not affiliated. LSF and LSA do not provide tax or legal advice. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. Lion Street ADV2, Lion Street CRS Check the background of this firm on FINRA’s BrokerCheck

© 2023 TIB Financial Group | Site by Ardent Creative