Our Services

Whether you are looking for life insurance or health insurance, our advisors are trained to assist you in helping you find the best fit for your needs. Using our unique 5-step process, we will work with you to help you navigate the entire process to obtaining the life or health insurance you need for you and your family.

Step 1: Personal Consultation

We pair you with your own personal Advisor. During this initial consultation, your advisor will get to know you and your family and gain an understanding into what exactly you need in your life or health insurance.

Step 2: Obtaining Quotes

Your Advisor will work with our vast network of companies, brokers, and independent agents, in order to obtain quotes from a variety of sources in order to find the plan that will meet your needs best.

Step 4: Application and Enrollment Process

Your Advisor will help you navigate your entire application and enrollment process and help walk you through whatever steps are necessary for the plan you choose. This includes communicating with you throughout any required underwriting process, medical exams, or whatever else may be required to go along with your application

Step 5: Post Enrollment Review

We realize that the process for getting insurance can be confusing and you may still have questions even after you have signed up for a plan. Once your application is approved and put in effect, your Advisor will take time to make sure you have everything you need moving forward. Whether that is obtaining your insurance cards or getting you a copy of your policy, they will be with you well beyond selecting your plan. You can even request a full review of your policy just to help you make sure you aren't missing anything moving forward.


Annual Policy Review and Advisor On Call

Once a client, always a client! We don't ever leave our clients hanging after they apply for life or health insurance. Your advisor remains on call for you to reach out to whenever you have any needs, claims, or questions. Beyond that, your advisor will reach out to you once a year to complete a policy review. This is a way to refresh your memory on the coverage you have, re-evaluate your needs, and make sure you still have the correct coverage for those needs.

Life or Health?