About Our Firm
We bridge the gap, so you get more options, more contracts and more commissions – more often.
About Our Firm
We bridge the gap, so you get more options, more contracts and more commissions – more often.
TAP Planning Services is the country’s preeminent concierge life insurance underwriting firm. We specialize in writing large cases with $20 million+ death benefits, including challenging medical conditions, multi-generational planning and complex financial illustrations.
Our smooth and simple turnkey process allows us to handle everything with ease – from underwriting, contracting and licensing and full case management administration. The results are the best policies with the quickest turnarounds and highest commission payouts in the industry. We work exclusively with the country’s top agents and have placed cases for some of the wealthiest families in the United States, with total coverages in excess of a billion dollars.
TAP Planning Services is the country’s preeminent concierge life insurance underwriting firm. We specialize in writing large cases with $20 million+ death benefits, including challenging medical conditions, multi-generational planning and complex financial illustrations.
Our smooth and simple turnkey process allows us to handle everything with ease – from underwriting, contracting and licensing and full case management administration. The results are the best policies with the quickest turnarounds and highest commission payouts in the industry. We work exclusively with the country’s top agents and have placed cases for some of the wealthiest families in the United States, with total coverages in excess of a billion dollars.
Our Mission
“TAP Planning is the gold standard of life insurance underwriting, working exclusively with the country’s top agents.”
– Tricia Arnone
A Standard of Excellence
1
Reputation is Everything
Our name is known throughout the industry. Carriers work with us because we make their job easy. And agents love us because we help them earn more money in less time.
2
Work Only with the Best
You want the gold standard – and so do we. We’re highly selective of the agents we work with, because like you, we aim for profitable partnerships.
3
A True Gold Standard
You won’t find another underwriter with our access, acumen and track record. A bold statement? Sure, but it’s one we’ve built on decades of hard work and delivering results.
The TAP Advantage
A White Glove Service
Like a true concierge, we handle everything for you. We manage the details of every case, bridging the gap to provide the carriers exactly what they need to write even the most complex policies. And with access to life contracts with all of the 30+ major carriers, we can obtain the best coverage fits for your clients.
A Model of Efficiency
Our ultra-efficient process ensures that everything is done correctly the first time, saving both time and money. The result is the smoothest turnarounds and highest commission payouts in the industry.
The Best Offers for Your Clients
Securing the best offers means being able to navigate a complicated landscape rife with landmines. Our deep experience allows us to sidestep these obstacles and give the carriers what they need to write cases other underwriters simply can’t match.
The TAP Advantage
A White Glove Service
Like a true concierge, we handle everything for you. We manage the details of every case, bridging the gap to provide the carriers exactly what they need to write even the most complex policies. And with access to life contracts with all of the 30+ major carriers, we can obtain the best coverage fits for your clients.
A Model of Efficiency
Our ultra-efficient process ensures that everything is done correctly the first time, saving both time and money. The result is the smoothest turnarounds and highest commission payouts in the industry.
The Best Offers for Your Clients
Securing the best offers means being able to navigate a complicated landscape rife with landmines. Our deep experience allows us to sidestep these obstacles and give the carriers what they need to write cases other underwriters simply can’t match.