Tom Mackow is a seasoned professional in the insurance and financial services landscape, currently serving as the Owner of Capital Planning Solutions LLC. With a steadfast commitment to empowering life sales professionals and independent agencies, Tom leverages his extensive expertise to deliver innovative solutions that...
Tom Mackow is a seasoned professional in the insurance and financial services landscape, currently serving as the Owner of Capital Planning Solutions LLC. With a steadfast commitment to empowering life sales professionals and independent agencies, Tom leverages his extensive expertise to deliver innovative solutions that drive growth and enhance operational efficiency. His focus on providing top-rated products from leading carriers ensures that his clients have access to the best options available in the market.
At Capital Planning Solutions, Tom is at the forefront of developing tailored financial services specifically designed for independent property and casualty agencies. His strategic approach includes crafting effective sales and marketing strategies that not only elevate the performance of his clients but also foster long-term relationships within the industry. By integrating cutting-edge technology and innovative sales techniques, Tom helps agencies navigate the complexities of life insurance, term life insurance, and disability insurance, ensuring they remain competitive in a rapidly evolving market.
Key projects under Tom’s leadership often involve the development of comprehensive life brokerage services, including illustration and proposal services that simplify the underwriting process for agents. His deep understanding of the nuances of accident and small business insurance further enhances his ability to provide holistic solutions that meet the diverse needs of his clients. With a proven track record of success, Tom Mackow continues to be a pivotal figure in the insurance sector, dedicated to transforming the way independent agencies approach life sales and financial planning.
