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 in eliminating these financial dangers through the use of our Personal Planning Analysis tool. The Personal Planning Analysis tool helps us to plan our Individual client's financial goals for retirement income, for family protection against premature death, and for disability income contingencies. In addition, we can provide a path and a plan for college education funding and for investment accumulation using the correct asset allocation models for one's investment risk tolerance.

Most of our clients are highly motivated, successful professionals and entrepreneurs who have high incomes and lofty goals. At The Thomas Group, Inc. we seek to increase the certainty that our clients attain their goals and objectives through our unique process-The Personal Planning Analysis. At an initial interview, we gather as much information about your goals, objectives, and plans for life. Then, we provide a plan to attain those goals. Our insistence with all of our clients is that we meet at least once a year to review our plan and to make sure that we are on course for the successful attainment of our client's objectives. The program evolves, and in the process we develop a unique relationship with our clients. Some have been with us for over a quarter of a century.

Individual Plans

- Term Life Insurance

- 10, 15, 20, 25 & 30 year level term

- Whole Life Insurance

- Variable Life

- Traditional Portfolio

- Joint Second-to-Die

- Disability Insurance

- Disability Overhead Expense

- Buy-Sell Insurance

- Key Man Insurance