Where you matter
Expert Consulation
Our expertise is free of charge as we guide you through the options to what suits you best. Click below to schedule a talk.
Discover & Strategy
With a few simple questions, we can help determine where you are financially exposed or if the plan you have is the proper fit for your situation.
Facilitating the Process
We pride ourselves in being the expert from start to finish. After you discover what direction you want to go, we help facilitate to introduction to the carriers you choose.
100% Telephonic and Virtual Consultations -
Times are changing and we have been helping our clients 100% by phone since 2020. Our goal is to help you on your time at your convenience. We also offer video call consultations if you prefer to see our awesome faces 😁
Why Clients Choose Us
We’d love to help you navigate through the stress of insurance and help make it an easy choice.
Reach out to us and tell us about your current situation.
Services We Provide
New to Medicare
New to Medicare but confused by it. To learn more simply click below...
Medicare Supplements
This is a popular option to supplement your Original Medicare Part A and Part B. To learn more simply click below...
Medicare Advantage
An alternative to Original Medicare, these plans are typically HMO and PPO plans with network providers...
Prescription Drug Plans
Prescription Drug plans are a requirement by CMS in order to help with the cost of prescriptions...
Health Plans
When you are focusing on your well being, health is at the center of that. Health insurance, whether marketplace or otherwise, is an important part of that..
Dental Plans
One of the most sought after plans is Dental insurance. We have a variety of plans to review to see which is best for you and your needs...
Vision Plans
Many plans have little or no coverage when it comes to prescription eye wear and exams. We can help find a plan that is right for you...
Hearing Plans
Many of our clients came to us with a need to have benefits for hearing aids and exams. We have options to help with this benefit...
Cancer, Heart Attack and Storke Plans
Many of our clients need additional coverage outside of there health plans to help cover the unexpected...
Final Expenses
Nobody likes to plan for this but it is an act of love when we do. This is a benefit that you give to the people you love once you are gone. Learn more below...
Hospital Indemnity Plans
When you have a plan that is full of co-pays and co-insurance, a Hospital Indemnity plan can help alleviate many of those costs...
Financial Planning
It's not enough to protect your life and health, you also need to consider protecting your nest egg as it needs to last you for years to come...
Webinars/Workshops
Medicare 101
We have a Medicare webinar for people who are new to Medicare and people who are already on Medicare. Click below!!
2025 Prescription Drug Changes
We have a 2025 Prescription Drug webinar for people who are on Medicare or going on Medicare. Click below!!
Social Security Planning
We have a webinar for people who are considering claiming their Social Security benefits. If you have already claimed your benefits, you can still watch this webinar.
Guides
Insurance Checklist
Here is a insurance checklist.
Health Insurance Guide
Here is a Guide for people with health insurance and those looking for health insurance.
Life Insurance Guide
Here is a life insurance guide.
Life Insurance Guide for College Students
Here is a Guide for college students.
On Medicare Guide
Here is a Medicare Guide for those on Medicare.
New to Medicare Guide
Here is a Medicare Guide for those New to Medicare.
Medicare Annual Enrollment Period Checklist
Here is a Medicare Checklist for People on Medicare.
What Our Clients Say
About Us
Testimonials Coming Soon
Location
Testimonial
Do you need a Consultation?
We can give you lots of advantages, from which you will surely benefit.
Follow Us On Social Media!
Another Great Way To Stay Connected
We love it when our clients follow us on social media. This is another great way to stay in touch and give updates on things going on in the market that can affect you. We also love sharing articles about health, life and finances. Click below to access our social media platforms.
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Are you on Medicare?
We do not offer every plan available in your area. Currently we represent 23 organizations which offer 1,779 products nationwide. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.
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