Medicare Clients

We explain your Medicare coverage options: Original Medicare, Medicare Supplements versus Medicare Advantage, and Prescription Drug plans available at the lowest cost to you.

30 minutes
Health Insurance Clients Under 65

We compare the insurance companies for you so that you can make an informed decision. The information required for our meeting will be emailed to you once you complete the booking.

30 minutes
Life Insurance and Long-Term Care

Protect your family and discover living benefits. We make sure you get the right coverage with options for: Whole Life, Long-Term Care, Critical Illness and Disability Coverage.

30 minutes
Annuities & Retirement Planning

We complete a free analysis of your expected/existing Social Security payments and financial portfolio to create a plan to supplement your income so that you can enjoy a great retirement!

1 hour
EMPLOYER BENEFITS GROUP INSURANCE

Explore group health insurance with plans tailored to your business size and a variety of coverage options. We also provide:
~Business Solution Plans
~Buy-Sell Agreements
~Executive Bonus Arrangements
~Key Person Plans
~Business Interruption Protection

30 minutes