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.
Online Meeting & Telephone Consultations
Times are changing and we have been helping our clients via online meetings and by phone since 2008. Our goal is to help you on your time at your convenience.
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
Amazing service, very helpful, and made me feel like I understand what is available to me.
So thorough and insightful. I know now that I am making the right plan choice.
Salt Lake City, UT
This has been the best experience I've had in choosing an insurance plan. I will recommend you to all my friends!
Do you need a Consultation?
We can give you lots of advantages, from which you will surely benefit.
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Another Great Way To Stay Connected
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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Phone: (503) 724-0529 Email: firstname.lastname@example.org
Medicare required agent disclaimer: “We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options."