Areas of Interest

Life Insurance - you know when you need it, but we are here to help you figure out what you need and how it will be used.

  • Who, in your personal life, depends on you?

  • Life insurance is not one-size-fits-all, we can help you learn why.

  • There is a difference between Whole and Term Life insurance, we can help you evaluate the advantages of both.

  • What life insurance benefit amount will you need and what will the funds take care of?

Disability Insurance comes in handy when you least expect it to, we invite you to ask yourself the following questions.

  • Do you have income protection to guarantee a certain amount to meet your essential expenses?

  • What monthly expenses do you have?

  • Do you have a large enough savings to cover you for more than three months?

  • Do you need Disability Overhead Expense as a business owner?

You may be planning for retirement but are you including your Long Term Care needs?

  • Is your ‘nest egg’ protected?

  • There is an average cost, per month, for In Home Care and Nursing Home Care, we can help you understand what that is and how you can plan for it.

  • There are options to choose from when it comes to your Long Term Care, we can help you learn what those are.

You’ve been hearing your friends and neighbors talk about Medicare, are you ready?

  • Are you approaching your 65th birthday?

  • Do you know all the parts and pieces of Medicare?

  • Your situation is unique from your neighbors, do you know how?

*MEDICARE DISCLAIMER: We do not offer every plan available in your area. Currently we represent 4 carriers which offer 42 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP)to get information on all your options.

You have employees, congratulations on growing your business, now what?

  • Will you be prepared to compete as an employer in the job market?

  • Are you investing in your team, so they, invest in you?

  • Knowing the benefit options to offer a potential candidate can take the guesswork out of the question “what is the benefit package?”