Insurance Services

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Whitley Penn Financial has the unique advantage of doing business with our insurance service provider, Partners Financial. This combined buying power wields tremendous leverage in the marketplace and have the ability to search all of the available policies from reputable carriers to fit your specific needs.

Whitley Penn Financial works with both individuals and families to develop a financial plan that will protect your family or business. We feel that while providing long-term security is the primary reason for owning life and disability insurance, it can also function to offset estate taxes, provide income lost due to sickness or injury and enhance your overall investment portfolio.

Current Policy Evaluation

  • Having a life insurance policy is a valuable asset. If you have a policy that no longer fits in to your retirement objectives, we can sell it in the secondary market which could provide needed income for you rather than simply surrendering the policy you have been paying premiums on to the life insurance company.

Business Succession Planning

  • If you own a business, it is important that you have a strategy in place to ensure that the company continues to function after you retire or in the event of an untimely illness or death. Our business succession planning helps plan for any eventuality by consulting with you on buy/sell agreements and key person insurance protection. We work closely with the company’s executives to ensure that their business remains intact in the event a tragedy occurs.

Disability and Long Term Care

  • Whitley Penn Financial works directly with disability insurance carriers to help you cover the amount of insurance you require above the amount offered by your employer.
  • Long term care coverage is becoming more and more important in today’s uncertain and increasingly expensive health care system. Helping to you to maintain your quality of life is important to us. We can help you determine which long term care coverage is right for your circumstances.

Let us help you safeguard the things that are important to you. Your team at Whitley Penn Financial is well-versed in the intricacies of insurance and we always have your best interests at the forefront of any plan we propose for you.

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We’d love to hear from you! Contact Whitley Penn Financial with any questions or for more information.

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