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Find the perfect insurance options for your needs
Health
& Senior
Life & Annuities
Tax Free
Retirement
50+
Insurance Companies
We represent and have access to over 50 insurance companies which have been carefully selected based on their financial stability, experience, ability and ratings in providing quality products and services to their clients.
200+
Products Available
We are able to help you pinpoint the best products to fit you needs by selecting from our vast portfolio of insurance and financial products. By bundling several products we can save you money and custom tailor a plan to best fit your unique needs and goals.
1
Stop Shop
We are a one stop shop for all your health, life and annuity related needs. No need to spend hours visiting multiple websites or talking to several agents – We do the shopping for you based on your criteria and filter the ones that best meet your needs.
How can we help?
We are here to assist you with all your insurance needs. Contact us today
What plans do you have available?
When you contact us we will gather some basic information and present you with a few options that best fit your needs, often from a handful of insurers.
Can you help me understand my current plan?
We are happy to review your current policy and answer any questions or concerns you may have. We can show you the alternatives that are available and let you decide if what you currently have is best or if another plan better meets your needs.
Can I change my plan if it’s not open enrollment?
Call us and we can tell you what your options are. With some plans, you can make certain changes throughout the year. Certain specific life situations may also allow you to make changes.
Do you offer live support?
Yes, we hate robo AI answering menus as much as you do. One of our agents will answer your call or you can leave a message and a real person will return your call promptly.
What is a Tax-Free Retirement Plan?
By utilizing certain tax-advantaged policies savvy investors are able to structure a retirement plan that they can never outlive and receive retirement income tax-free. We’d be happy to explain the strategy and answer any questions you may have.
What options are available for Medicare
There are several options available for seniors that can help reduce your out-of-pocket costs such as deductibles and co-pays. As circumstances change, your current plan may no longer be the best option for your future. We are happy to review all options so you can decide what is best for you.
Save Money and Reduce Out-Of-Pocket Costs
By bundling various types of policies we can customize an insurance plan that can significantly reduce your out-of pocket costs such as co-pays, deductibles and co-insurance.
Because we have access to dozens of the top insurance carriers in the US, we often save our clients significant money on premiums.
Enhance your Future with Tax-Advantaged Plans
Most retirement plans such as IRAs or Keogh plans sometimes leave retirees with excessive tax burdens during their golden years. When the economy takes a hit, investors often lose significant value in their retirement portfolio.
We have tax advantaged options that provide attractive returns and absolute safety during economic downturns without the restrictions and penalties of other retirement plans.
Specific Options for Specific Needs
With health policy options ranging from Cancer, Critical Illness, Dental, Eyecare, Accident, and Disability, we can cover the gaps in your current health plan.
Protect your assets from the impact of an untimely life event with mortgage protection, educational fund protection, retirement fund protection and other asset protection strategies.
Get your custom quote today!
Tax-Free Retirement
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