The mission of TAP PLANNING SERVICES is to be a full concierge service, where all of your life insurance underwriting needs are completed within the firm. In order to underwrite a case successfully the first time, the process should initiate at TAP PLANNING SERVICES. Our firm makes the life insurance underwriting process as smooth and simple as possible. My team's turnkey approach allows us to handle the underwriting, the contracting and licensing and full case management administration with the end result of delivering you a policy within the quickest time frame at the best possible underwriting. TAP PLANNING SERVICES, has life contracts and access to all of the large life insurance carriers (30 plus carriers). The principal of the firm, Tricia Arnone, has been working in the industry with over 25 years of underwriting experience. The firm works with challenging medical conditions, multi-generation planning, illustrating the financial need for coverage and underwriting some of the most difficult cases. We specialize in obtaining large lines of 25mil+ death benefit and have designed large cases. We have placed cases for several of the wealthiest families in the United States where the total coverage placed was in excess of a billion dollars. In addition, to the large case underwriting, we are equipped with a team of dedicated experienced professionals to support and assist with case management, and giving the ultimate concierge service no matter how large or small. he procurement of life insurance is an art, not a science and TAP PLANNING SERVICES is uniquely positioned to provide the best underwriting results.
View Top Employees from Tap Planning ServicesWebsite | http://www.tapplanningservices.com |
Revenue | $4 million |
Employees | 1 (1 on RocketReach) |
Address | 45 Executive Dr, Ste 300, Plainview, New York 11803, US |
Phone | (631) 423-7600 |
Fax | (631) 423-9690 |
Industry | Insurance |
SIC | SIC Code 641 Companies, SIC Code 64 Companies |
NAICS | NAICS Code 5242 Companies, NAICS Code 52421 Companies, NAICS Code 524210 Companies, NAICS Code 524 Companies, NAICS Code 52 Companies |
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The Tap Planning Services annual revenue was $4 million in 2023.
Tricia Richard is the Owner of Tap Planning Services.
1 people are employed at Tap Planning Services.
Tap Planning Services is based in Plainview, New York.
The NAICS codes for Tap Planning Services are [5242, 52421, 524210, 524, 52].
The SIC codes for Tap Planning Services are [641, 64].