We’re an insurance agency, and our team is available to answer your questions, give recommendations and offer free enrollment assistance.
Multiple Accounts – You can enroll in multiple plans, and each account will be visible on your Client Portfolio-page, For convenience, there’s only one login to access all your accounts. Your health plans, life insurance, and retirement investment will (all) be on one, user-friendly, App.
A Personal Advisor – our agency provides clients with direct-access to a licensed Advisor who understands their situation, and who is able to discuss strategic-planning and offer recommendations (year-after-year). Our Consultations are always Free of Charge. So you can feel free to call, anytime!
Seniors | Disabled Persons
If you want to sign-up for Part C, D, E, or a Special Needs Plan, then you’re at the right place…
There may be 100 different plans available in your area, and we’ll help narrow it down to the ones that cover your prescriptions, and includes your (primary) doctor, and the medical equipment you need, and other benefits that’s important to you; like transportation, or the OTC Card, dental, vision, or gym membership.
Additionally, we can tell you the cost to pick-up your medication at different pharmacy locations, so you can easily decide which plan will be the best-fit for your particular situation.
- Medicare Supplement Plans
- Medicare Advantage Plans
- Prescription Drug Plans
- Institutional Plans
Individuals | Families | Employers
If you’re shopping for a Health Plan, we can show you all the ACA Plans that’s available on the State Exchange, based on your zip code.
Our quote engines will populate the different carriers on the State Exchange and will highlight their ‘summary of benefits’ and show you their respective costs, like premiums, copays and deductibles.
We also offer a “Self-Enroll” feature, where you can browse plans and enroll at your leisure (Ex: after-hours or holidays – when we’re closed).
Individuals | Employer Groups
A Life insurance policy – is a powerful asset for a grieving family, and many newer policies include “Living-Benefits“.
We provide access to;
- Term Coverage
- Whole Life Coverage
- Final Expense Plans
A life policy is a proven strategy for building assets and creating generational wealth. Your money goes directly to your beneficiary, not probate court.
We’ll help set-up your account, and add your beneficiary and any contingent beneficiaries to your account, and we’ll send you a Free Final Wishes Booklet and a Free After Funeral Checklist… all with just one-phone-call.
Immediate | Deferred
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