Benefits & Planning, Inc.

Welcome to Benefits & Planning, the insurance arm of Professional Benefits located in Sarasota, Florida. We provide personalized insurance services for Executives and their teams. 

For over 35 years, Benefits & Planning has built a solid reputation for offering quality products, sound advice, and prompt service. Through a wide market of nationally recognized carriers and partners we are able to fund your buy/sell agreements, key person strategies, and employee benefits. Finding programs that fit your desires and budget is our goal. Through PBI and BPI you will find the necessary protection for the unexpected.

 

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Benefits & Planning

1 North Tuttle Ave Ste 1 / P.O. Box 1079
Sarasota, FL 34237
Phone:
  • 941-957-1310
Fax:
  • 941-366-5170

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Please feel free to contact us with any questions.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck