Our Services

  • Life Insurance

    Maximizing Coverage & Minimizing Cost

  • Business Succession Planning

    Specific Plans for Business Owners

  • Retirement Planning

    Ensuring Your Later Years are Comfortable

  • College Planning

    Reducing Out-of-Pocket Costs for Your Child’s Education

  • Disability Insurance

    Preparing for a Worst-Case Scenario

  • Long Term Care

    Ensuring Your or Your Parents are Taken Care Of

  • Indexed Annuities

    Be Ready for the Unforeseeable

  • Medicare

    Freedom to Choose Your Healthcare

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Customer Testimonials

Read what people have had to say about us!

Mark, I am so sorry for the delay but I want to thank you so much. When I got sick on my recent international cruise I was, of course, also worried about how much clinic care onboard would cost me. I have no complaints about the quality of the care but the total cost of $5,000 shook me. Since I hadn’t purchased the cruise line’s insurance package, I was hoping that maybe American Express would cover those charges or maybe, wildest—dream, my Medicare Supplement. I knew Medicare wouldn’t cover it.

You were the first call after I unpacked. Miraculously you’d remembered that my wife and I travel overseas a lot and so made sure that my Medicare Supplement included international travel with a small deductible and 80% coverage. I can’t tell you how glad I was to find that I have that feature and that more is available to me (though let’s hope I don’t need it).

Again, Mark, thanks for placing me with such a good policy with such a great insurer.

Arnie S.