Solutions You Can Count On.
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 Consultations -
Times are changing and we have been helping our clients 100% by phone since 2008. 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 stresses of insurance and help make it an easy choice.
Reach out to us and tell us about your current situation.
Services We Provide
This is a popular option to supplement your Original Medicare Part A and Part B. To learn more simply click below...
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...
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...
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...
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...
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...
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...
What Our Clients Say
I can't express my gratitude enough for all your input and help. I think most people try to research the plans on their own. I'm glad I didn't. I am so glad Susan gave me your name.
Thank you for your patience!!!
I would give 1000 stars if I could. Kevin walked me through every single step. He is knowledgeable, kind and helpful, organized, on time and supportive. Great people, great company.
Bel Air MD
Outstanding customer service - and also with a smile. Very professional. I wish more organizations had this level of customer service and follow-up.
Do you need a Consultation?
We can give you lots of advantages, from which you will surely benefit.
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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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