Broker Check

Insurance & Protection


Fee For Service

Managed Care


Part A (Hospital insurance)

Part B (Medical insurance)

Part C: Combines Parts A and B and often part D

Part D: Perscription Drug 

Life Insurance

Term Life Insurance

Whole Life Insurance


Fixed and Variable

Provide Income for a Duration

Asset Growth

Death Benefit

Long Term Care Benefits

When Was the Last Time You Reviewed Your Insurance Policies?

Our Policy Evaluation Program (PEP) allows us to review your current policy to determine if it is performing as expected.

Often we find that many policies we review can be improved by either saving the client money or increasing the coverage for the same cost.