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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 40,000 corporate and individual clients

Our experience is ready to work for you

Contact Us Today
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OFFICE  / / / / /

11701 Luna Road
Farmers Branch, TX 75234

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

Quick Links  / / / / /

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Investment advisory services are offered through Paradigm Gilbert Consulting, LLC d/b/a TIB Financial Group Consulting (“TIB Financial Group”), a registered investment advisor. We remind our clients and others not to send TIB Financial Group private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery. Please note TIB Financial Group does not accept trading or money movement instructions via email. Please visit our disclosure page for important disclosures.

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