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

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

HOT TOPIC: Celebrity Estate Planning Gone Wrong

Ever notice that celebrities seems to be experts at leaving their estates in chaos? Fortunately, their mistakes serve as useful reminders of why estate planning is so important.

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

HOT TOPIC: New Rules Likely Making Credit Cards More Expensive

New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.

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