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Strategic Estate Planning Services Inc.

Lewisville
TX 75056
Phone: 800-381-8870

Category: Insurance Agents Brokers and Service
Website: http://www.strategicestateplanning.com
Email: moc.liamg@u4spes

Company representatives

Mark Pruitt, CEO/President/Founder
Phone: 1-800-381-8870
Email: moc.liamg@u4spes

Della Pruitt, Vice President
Phone: 1-800-381-8870
Email: moc.liamg@u4spes

Mark Pruitt, Founder/CEO/President

About Strategic Estate Planning Services Inc.

Strategic Estate Planning Services Inc. agents are licensed Insurance agents. A resource company referring CPA's, Attorneys, Brokers & other serv


We specialize in Income Stream creation for life using Fixed and Fixed Indexed Annuities. We have access to many Long Term Care Companies for easy quote access. We use Life Insurance to replace family income or provide for tax relief for estates and IRA's/401K's/Pension plans. We help coordinate planning for families with licensed individuals in their fields. We help with death settlements when the first spouse passes away and provide the same help for the families when the second spouse passes away. We have access to in home care services for those in need and we can help evaluate any nursing home that is registered in the nation. Please visit our website at: www.strategicestateplanning.com
or call us at 1-800-381-8870 to schedule your no cost consultation.


Products and Services

  • Life Insurance
  • Fixed Annuities
  • Fixed Indexed Annuities

Opening Hours


Offices are located at Two Galleria Tower,Suite 1000 (10th floor) Dallas, TX 75240 - Please call to schedule an appointment.
  • SundayCLOSED
  • Monday9:00 AM to 5:00 PM
  • Tuesday9:00 AM to 5:00 PM
  • Wednesday9:00 AM to 5:00 PM
  • Thursday9:00 AM to 5:00 PM
  • Friday9:00 AM to 5:00 PM
  • SaturdayCLOSED

Business categories

  • Insurance
  • Agents Insurance-Life

Employees

10 to 19


Years In Business

26


Additional information

Chosen as a 5 STAR AWARD WINNER for Best in Client Satisfaction by Texas Monthly Magazine. One of 7 Companies promoted and interviewed by FORBES Dec. 2010 issue. See our website to learn more.


Rating

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