XPLANIT FINANCIAL SERVICES (Formerly Davenport Tax Preparation)

If you're looking for Davenport Tax Preparation — you're in the right place. Same trusted, licensed team. Same personal attention.

Now under the XPlanit Financial Services name, with a few more ways we can help.

INSURANCE

WHOLE LIFE OR TERM LIFE?

oRIGINAL MEDICARE OR MEDICARE ADVANTAGE?

HMO VS PPO?

COORDINATION OF BENEFITS?  

ACA VS COBRA?

WHAT ABOUT DENTAL AND VISION?

SO MANY questions, so many OPTIONS .

WE HAVE SOLUTIONS...

You shouldn't need a dictionary to understand your insurance.              

At XPlanit we explain Medicare, Life, Health, and ACA coverage simply; so clients can choose with confidence...            

Life insurance

We offer a wide variety of life insurance plans that are ideal for older adults as well as young adults and families seeking to secure their financial futures by getting covered early...

Term Life

Term Life (ROP) Return of Premium

Single Premium Life

Whole Life

Final Expense Life

Universal Life

Variable Universal Life

Equity-Indexed Universal Life

medicare insurance

Are you turning 65 or exploring your Medicare plan options? Don't worry, we'll walk you throught it all; Parts A-D, enrollment windows, etc...

Original Medicare

Medicare Advantage Plans

Prescription Drug - Medicare (Part D) Plans

Medigap Plans

 health insurance

Are you self-employed or a small business owner looking for coverage for yourself, your family and/or employees? We can help...

PPO Plans

HMO Plans

EPO Plans

POS Plans

ACA MARKETPLACE

Understanding the Metal tiers, ACA subsidies, eligibility, annual enrollment periods and how ACA plans compare to COBRA can be tricky.

 

Don't worry; you've got questions, we have answers...

Metal Tiers (Bronze, Silver, Gold, Platinum) Plans

ACA Subsidies

ACA VS COBRA