Old Carolina Group
Financial Service
Why pick this one
Old Carolina Group has served North Carolina since 1984, working with 59 insurance and retirement companies and an in-house underwriting physician.
Best for
- Individuals seeking life insurance without labs or a medical exam
- Business owners needing buy-sell, key employee, or succession planning
- Clients comparing life insurance products across multiple companies
- Retirement planning involving IRAs, 401(k)s, pensions, annuities, or cash balance plans
- North Carolina individuals, families, and businesses needing coordinated insurance and retirement planning
Specialties
- Buy-sell agreements
- Key employee planning
- Split-dollar agreements
- Cash balance plans
- Premium financing
- Business succession planning
- Corporate-owned life insurance
- Simplified and guaranteed-issue life insurance
- Chronic illness life insurance riders
- Retirement income planning
- Social Security maximization
- Policy reviews
What makes them different
- Works with 59 life insurance and retirement companies
- Uses an in-house underwriting physician to summarize health information and anonymously shop cases to insurers
- Offers up to $5,000,000 of life insurance without labs or a medical exam for applicants ages 18–65
- Works with CPA and attorney firms to structure business plans on tax and legal bases
- Transacts business throughout North Carolina
- Years in business
- 35
- Serves
- Wilson
Distilled from this business's own website.
Contact & Location
- Address
- 2727 Ward Blvd, Wilson, NC 27893-1734
- Phone
- +12522436470
- Website
- http://www.ocgroupinc.com/
- info@ocgroupinc.com
Services
- Life insurance
- Business planning
- Retirement planning
- 401(k) planning
- Pension plans
- Profit-sharing plans
- Annuities
- Disability income insurance
- Long-term-care insurance
- Charitable giving concepts
- Guaranteed investments