About Us


Locally owned and operated Core Planning Insurance Services focuses on providing the senior community assistance with the selection of health and life insurance plans. With over 20 years of combined experience we help take the confusion out of Medicare and Final Expense insurance (Burial insurance).

We achieve this by first performing an in depth needs analyses that assist us and our clients in identifying the client’s needs and desires. We then help the client in selecting a life/health plan from one of the many insurance carriers we are licensed with that maximizes the benefit of our client not the insurance company.

By contracting with several health carriers offering Medicare Advantage plans, we are able to offer our clients a comprehensive view of the benefits available to them. And, by contracting with a multitude of A rated life insurance carriers we are able to offer our clients the best solutions for their final expense and retirement planning needs.

Often we assist seniors with enhancing their health insurance benefits by adding dental, vision, or transportation benefits with no out of pocket cost. We have shown hundreds of seniors how to put thousands of dollars back in their pockets using their life insurance. In many instances these seniors are able to retain life insurance coverage, take advantage of cash within their policy, and lower their monthly premium.

See how a Core Planning agent can help you today, and give us the opportunity to make you our next client for life.