Individual Services
At The Thomas Group, Inc. our mission is to help individuals eliminate the financial dangers of living too long, dying too soon, or becoming sick or disabled. We have a unique opportunity to assist our individual clients through the use of our Personal Planning Analysis tool. The Personal Planning Analysis tool helps us to plan our client's financial goals for:
- Retirement income
- Family protection against premature death
- For disability income contingencies
During an initial interview, we gather as much information about your goals, objectives, and plans for life. We then provide a plan to attain those goals. We make it a point to meet at least once a year to review our plan and make sure that we are on course for the successful attainment of our client's objectives. With every step forward we take with our clients, we are able to develop a unique relationship.
Individual Plans
- Term Life Insurance
- 10, 15, 20, 25 and 30 year level term
- Whole Life Insurance
- Traditional Portfolio
- Joint Second-to-Die
- Disability Insurance
- Disability Overhead Expense
- Buy-Sell Insurance
- Key Man Insurance