Specialties
Insurance agency focusing on Medicare and retirement. When you retire, frequently you lose your health insurance and life insurance as well as your working income. We help people plan for this and help them implement new coverage as appropriate.
We provide long term support for these programs as well. Why not work with someone local, who cares about you and what you want and need?
History
Established in 2016.
I work hand in hand with other financial professionals including attorneys, CPAs, and financial advisors.
As an agency owner, I also recruit and train agents to be ethical, quality advisors in these same areas. If I can be of service in any of these capacities, let me know.
* Financial Planning, retirement benefit planning, pension maximization
* Health Insurance
* Long-term care needs
* Life insurance evaluation
* Final expense
* Dental, Vision, Hearing, indemnity plans, hospital, nursing care, home care, etc.
Financial, Life, Health, Long Term Care, Medicare, Agent Development, Supplemental Insurance, Final Expense, Annuities, Strategic Planning, and Retirement
Meet the Business Owner: Steve D.
I own a life and health agency. I have three primary client groups:
1.) People turning 65 or who are already 65 and are retiring - Understanding Medicare and their options
2.) Their kids - Term insurance to make sure if something happens to them, the grandkids, etc will be taken care of.
3.) Small business owners - Buy sell agreements & retirement planning