The Benefit Planning Group, Inc. is located in Durham, North Carolina.  We specialize in helping our clients reach their corporate goals by providing quality employee benefits to the members of their companies.  We also assist our individual clients with their financial needs through tailor-made financial plans.

 

Employers, associations, and insurance carriers
We design employee benefit plans & retirement plans for employers of all sizes.  Our work with insurance companies and associations enables us to customize employee benefit packages for niche markets such as physicians and their practices.

Individual client’s personal needs
Through our financial planning services, asset management, and an array of insurance products we assist individuals to meet their financial objectives.  Through our sister company, Reliance Financial Group, LLC, we also offer fee-based asset management.

 
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Disability Income Insurance

How much Disability Income Insurance do you need?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

HOT TOPIC: A Bear Market History Lesson

If it feels like the sky is falling, it wouldn’t be the first time. But is the downturn that began in October 2007 all that different from bear markets of the past? Here’s a look back at the nine other bear markets that have occurred since 1950.

Can You Count on Disability Income?

Disability income insurance replaces a percentage of your salary if you should experience a disability that makes it impossible for you to continue working.

Why Do Lower Prices Equal Higher Yields?

The price/yield relationship is rooted in the secondary bond market, where bonds may trade at a premium or discount of the par (or face) value.

Separate Your Business from Your Portfolio

Allocating too much of your investment capital to one company — even your own — is a risky proposition.

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