Protect Your Family.
Peace of Mind for You
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Your family agent
We work for you, not the insurance carriers.
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Why Choose Goat Planning?
Easy for You
Avoid all the phone calls and get actual quotations only from AM Best A-Rated insurance carriers, right here, right now. Quick quotes and application results mean your goals are met quickly.
We are not captive to 1 insurance company and do not represent the less reputable. Because every company looks at each person differently, we can “shop” on your behalf to get the best rates and that can mean more benefits to you and your family.
We are Better Business Bureau accredited, licensed for Life and Health Insurance in 28 states, veteran-owned, insured for $2,000,000 against errors and ommissions, and have the expertise of having helped thousands of folks, and still remember your birthday.
Working online or over the phone, we have a simple method to get things done fast & accurate (usually under 20 minutes) including the quotation, health profile, application, and approval. You never pay until after approval and then on a future date of your choosing…and by law you have more than 30 days to change your mind.
Insurance Easy as 1,2,3
In a few minutes, we get your age, sex, location, and health profile.
We submit your profile anonymously to find out which insurance policy works best. We offer our expert recommendation and advice, but it is your decision.
We make electronic insurance application to your choice of company and usually have an instant decision in a few minutes.
Trusted Insurance for Peace of Mind
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