ACA Health Plans | Medicare Plans | Term & Whole Life | Fixed & indexed Annuities | Final Expense
Advisors and Advocates – our team of professionals that you can call, ask questions, and get expert advice and free enrollment assistance.
You can sign-up for multiple types of coverage and investments, and it will be added to your ‘Portfolio Page’. Each of your separate essential insurance accounts and your retirement account will all be accessible on one platform – with one login, and one user-friendly app.
Every Client recieves a (dedicated) Personal Advisor, who they can call for plan recommendations, strategic planning, or switching a plan. Our Consultations are always free of charge. So, you can ‘chat-with-an-Advisor’ anytime, without worring about paying a fee.
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 and deductibles.
We also offer a “self-enroll” feature, where you can browse & enroll at your leisure ofr instance after-hours or holidays, when we may not be available.
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. Give us
Immediate | Deferred
There are (2) basie types of Annuities:
Immediate Annuity – refers to a lump-sum deposit, that starts immediately distributing income payments, after issued.
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