Our ServicesAll Benefits In One Place
Our Service Options
Full Suite of Retirement Services In One Place
With access to over 150 different insurance providers, we’re equipped to handle every retirement decision at any point in time that you’d like. If you’re already retired, we’re here to help! If you’re planning for retirement, we’re here to help too!
Full Medicare Services and Reviews
Life Insurance Benefits and Final Expenses
Retirement Income and Savings
Extended Care Benefits
Dental/Vision or Critical Illness Benefits
The fact is, you can easily prevent any misfortune from befalling your spouse, you just have to set a bit aside for it. The sooner this topic is addressed, the better off you, or your spouse, will be when the time comes.
We often hear that conducting a review every year seems like it’s a bit overboard. In some cases…maybe it is. In most cases though, it’s a great habit to get into! Whether it be a change in health, your spouse’s health, a new change in Medicare, a change in prescriptions, a rate increase, and we could keep going… the fact is, it only takes us about 30 minutes to go over this stuff with you with each time, it’s completely free to you, and you’re probably going to learn something new each time we sit with you. Are you seeing a downside??
A few handy guides for you to check out that have some very helpful information
Frequently Asked Questions
About Our Services
Do you charge for your services?
What are all the benefits you help with?
- Medicare-supplements and Advantage plans
- Life insurance and final expense
- Extended Care Insurance (short-term, long-term, home healthcare, and assisted living facility benefits)
- Income Protection
- Cancer-Heart-Stroke Plans
- Dental/Vision Plans
Can we meet somewhere besides my house?
We’re happy to have you come into our office, or we can meet up with you any public place of your choosing. This is usually a local coffee shop, library, etc.
Do you help with investments or IRAs?
Whether you’re just beginning to put together some ideas or you’ve already started taking out distributions – or anywhere in between – we help by providing the most relevant advice to your situation.
With the wide range of carriers and products we have access to, we’re able to find unique solutions for any type of situation you’re in.
About Our Products
What happens when I submit for a quote?
When you submit the form, we receive a notification that provides your information and, from there, we get to work.
We run your answers through our database and that immediately provides us with the top 25 rates for the product you’re looking for. From there, we filter out any of the companies that aren’t A-rated, then we fix up a file that we’ll be presenting to you.
So, once you’ve submitted the form, you can expect to get a copy of that file (which contains all the quotes) within the following 24-48 hours.
It’s that simple!
I have a policy with a company that you don't have listed, can you still help?
Either way, we’re always happy to help in any way we can.
Are your online quotes accurate?
That being said, we’ve found the most reliable and accurate quoting tools that are on the market. So, as long as you’re as truthful as possible, you’ll receive quotes that are very close to the ‘real thing’.
Do you offer Affordable Healthcare plans?
However, if you’re not on Medicare yet there are other benefits that we’re able to help you with. In fact, there’s a lot, but we’re unable to assist with advice and/or enrollment with plans relating to the Affordable Healthcare Act.
Our team is licensed in multiple states across the country. Shoot us a message and we’ll let you know if we can assist. If not, we’re happy to refer you to someone who can!