Executive Planning Inc Information

Executive Planning, Inc. specializes in the advanced life insurance markets. Clients include wealthy individuals, large publicly traded corporations, not-for-profit organizations, professional athletes and entertainers. Life insurance products are used to fund various benefit liabilities. Paul F. Berlin, CLU, is the owner of Executive Planning, Inc. Paul has a B.S. degree in finance from Indiana University and earned his Chartered Life Underwriter degree from the American College in 1988. With 16 years of experience, Paul has been exposed to all types of complicated cases. Paul has been featured in numerous trade journals including a feature printed in the February 1992 edition of Life Association News. The article titled "Ten Future Legends" portrayed Paul as a young insurance expert who, in time, will become a legend in the industry. Paul is an expert in funding benefit liabilities. These include supplemental retirement plans for executives, phantom stock plans for executives at not-for-profits, wealth accumulation plans for athletes and entertainers and sophisticated trust planning for the wealthy. Paul can solve any type of life insurance problem.