Health and Life

• Life Insurance
  Paul F. Berlin, CLU started with The Equitable in 1983. In 1986, after four years in the business, Mr. Berlin started Executive Planning, Inc., a life insurance firm specializing in sophisticated uses of life insurance. Now with over 30 years of experience in the financial services industry, Mr. Berlin has accumulated significant experience in all life insurance planning; from large corporate deferral programs to helping large estate owners use life insurance in creative ways.

Personal

• Annuities
  With the ever-changing environment of income taxes, estate taxes, actuarial assumptions and life insurance profits, Executive Planning is in the forefront of helping their clients achieve their goals by utilizing tax advantaged products such as life insurance and sometimes annuities.