Peck Financial Private Client Group
Serving Clients Personal Insurance Needs for over 30 years
Peck Financial serves the Executive Benefit needs of large law firms and professional organizations by designing and administering highly
competitive life and disability insurance arrangements.
Our Private Client Group has evolved to meet the individual, retirement and estate planning needs of the same high income professionals we serve.
This website and all of its tools were created to help more members of our client firms address their personal life insurance needs, compare real-time quotes
and begin the process of applying for coverage, or connect with
one of our professionals who will do it for you.
Our role in your insurance journey
We are uniquely qualified to coordinate your employer provided coverage with personally acquired polices to efficiently achieve your objectives.
Frequently asked questions
Why should I use your service?
We consider our role in your insurance buying journey to be one of an educator, facilitator and administrator for as long as you or your family maintain coverage though our organization. Our goal is give every client the highest level of customer service and help them fulfill certain aspects of their financial plan.
Why do I need life insurance?
People need insurance for many different reasons but what is common is that insurance is the only product designed to help reduce financial hardships at the time they present themselves. The relative premium one pays for insurance is often compared with investing those dollars but if the insured is relatively healthy when applying, the insurance solution can be far a more compelling option.
Do I need to take a medical exam to get coverage?
Many carriers are looking to streamline their underwriting and are accepting E-applications without an exam and depending on the responses to application questions and other available information will determine if an exam is required.
I've had difficulty getting coverage in the past, can you help?
You may be a candidate for our informal underwriting program. This process allows us to obtain and share your medical records with a panel of carriers through an encrypted file share, who will then review them to determine your underwriting classification. This information is used by our team to compare carriers and products that will be presented to you for consideration.
Choosing the right amount of coverage
How long will your current coverage last?
Try our easy to use calculator tool, simply enter your current coverage amount, your monthly expenses, tax bracket, realistic long-term rate of return. The output will illustrate how long your insurance proceeds could produce an income for your beneficiaries, assuming they are spending down principal and interest. Follow this up with our quoting tools below to price the necessary additional coverage.
Browse life insurance plans and choose what works for you.
Get life insurance in 3 easy steps.
1. Tell us about yourself
Answer a few easy questions. This will filter over 670,000 policy options down to the ones that fit your personal needs.
2. Browse quotes
Browse quotes that are recommended to you. Easily view and compare the policy options then select one or a few.
3. Apply or get free assistance
One of our licensed agents will answer any questions you have and walk you through next steps to easily apply.
Get in touch.
Have questions? Ready to apply? Our office hours are 8:30AM-5:30PM Monday through Friday. We will try to respond the next business day by phone and usually the same day by email.
800-566-0642
