Planwise Partners, LLC, operating as Planwise Partners Insurance Agency (“Planwise”), is a licensed independent insurance agency that provides insurance-based solutions and financial strategies focused on wealth protection, growth, and distribution, using insurance products, including annuities.

All information provided through this website, consultations, presentations, articles, or videos is intended for educational and informational purposes only and should not be considered financial, tax, legal, or accounting advice. Planwise does not provide legal, tax, or accounting services, and does not offer investment advisory services unless explicitly disclosed through a separate agreement or properly licensed affiliation.

Any financial strategy discussed should be reviewed with the appropriate licensed professionals before implementation, based on your individual circumstances.

Planwise offers insurance-related solutions through partnerships with licensed insurance carriers. Insurance products are issued by third-party insurance companies and may be subject to underwriting approval, policy terms, and eligibility requirements.

Insurance products:

Any guarantees associated with insurance products are provided solely by the issuing carrier, not by Planwise.

Planwise may receive commissions or other compensation from insurance carriers when policies are issued. This compensation does not increase the cost of the policy beyond what is filed and approved by the carrier.

Clients and prospective clients are under no obligation to purchase any product or implement any strategy discussed. All recommendations are based on the information provided by the client and are intended to align with the suitability of available solutions.

Any examples, projections, or hypothetical scenarios presented are for illustrative purposes only and do not guarantee future results. Financial outcomes will vary based on individual circumstances, market conditions, and other factors beyond Planwise’s control.