Personalized Insurance Selection
Do you get a mailbox full of new and improved insurance products every week? We do too! The amount of information can be overwhelming. Our job is to edit it for you. We review life and health insurance products every day. This allows us to present you with the best plans to fit your specific needs and budget. We don’t try to shoehorn you into a one-size-fits-all plan. We know it will fail. Our access to multiple insurance companies allows us the freedom to present plans with options unique to your lifestyle and habits.
Retirement transitions
Are you finally ready for the rest and relaxation you’ve worked so long for? We can help you transition from employer benefits to Medicare so smoothly you’ll never know it happened – except that you get new ID cards in the mail!
Customer service liaison
What sets us apart is our service. You can buy a medical policy on the internet, but who helps with a claim that isn’t paid? We know the doctors, clinics, and local pharmacies because we use them too. We know what to ask and have additional resources to help answer your questions and help to resolve any problems you may have.
Longevity planning
Is everything in place if you find yourself needing help? Can your spouse, family or friend contact your carrier on your behalf? We will help you prepare for times of need and uncertainty.
