We recommend that you start your Medicare planning with us at least three months before you turn 65. This gives you time to sign up for Parts A and B with Social Security, and then decide what types of other coverage you need. Our team of advisers recommend coverage that coincides with your prescription, doctor, hospital, and financial needs. All our Medicare services are free.


Our experienced public speakers educate the community on Medicare planning among other topics. We also provide medical professionals with (1) core hour of continuing education credit.


Deciding whether it's time to retire and come off of your employer health plan or going straight to Medicare is never easy. Luckily, our team specializes in this arena to help you make a confident decision.


With the constant changes surrounding our access to affordable health coverage, we make sure our clients weigh out all of their options to find the perfect plan. We currently charge for these consulting services. 


Our dedicated staff and numerous resources allow us to purchase, lease, or temporarily manage another agent's block of business. We help you grow your block, and make sure you transition out of the business correctly, and at the right price.

We also provide (1) hour of CE credit to agents through an education presentation surrounding this topic.


The new wave of life insurance has arrived. These plans give our clients financial support throughout their lives when they need it most, and after. When an unexpected illness strikes, and you need funds to support your medical costs, lost wages, mortgage payments, or another financial burden, your living benefits will be awarded to you.


The options are limitless for out-of-state travel, international travel or for study abroad students.


Whether you want to protect the exciting trip that you purchased, or protect yourself from unforeseen medical issues while away from the homestead, we've got you covered. 


Short term medical policies are the perfect solution for those transitioning from an employer plan to Medicare, or an alternative to more costly 12-month health plans. Combine this with an accident plan, and you have created some pretty smart medical coverage. Accident plans provide on-the-spot funds for incidents like broken bones, or a bad fall.