Financial Planning & Services
"Providing world-class Insurance Solutions with trust and integrity"
Customized Insurance Solutions
We have years of insurance experience helping clients prepare for the unknown. Ask us about:
•Individual, Family & Business Life Insurance
•Group Employee & Executive Benefits
•Disability Income Plans
•Long Term Care & Home Health Care Plans
•Medicare Health Plans
•Vision, Dental & Hearing Plans
We can access many different insurance products so you can get the right one for you.
Medicare & Senior Care Plans
We are AHIP Certified and offer Medicare Supplements, Medicare Advantage Plans, Part D Prescription Plans, Long Term Care and Home Health Care Plans. We are appointed to all major carriers for Medicare Advantage Plans to assist you in the best possible healthcare.
Generally we provide up to three quotes from the 20+ carriers that we are appointed to offer you the best coverage for you. We also have access to over 80+ carriers thru two Brokerage Services that we are members of. Appointed to carriers from Gerber's to Lloyd's of London, and in-between.
For health insurance plans that are competitive with the Marketplace, follow this link to https://www.pivothealth.com/product/short-term-health-insurance/agent/69324/?utm_source=69324&utm_medium=69324&utm_campaign=agents
We offer various Surety Bonds both Nationally & Internationally up to $350,000,000 in coverage for individuals and corporations. Examples of bonds we offer:
Auto Dealers, Janitorial Services, Mortgage Brokers, Insurance/Surplus Lines, Concessionaries, Contractor Licenses, Brokers, Sheriffs and Deputies, Business Services, Fidelity Bonds, Federal Maritime, Appeal & Supersedes, Executor, Guardianships, Conservatorship, Tax Collectors, Lost Securities, Mechanics Lien, Injunction, Immigration, DOD Hauling (SDDC), All Public Officials, Treasurers, Commercial Crimes, Wage/Welfare & Fringe Benefits, Retail & Professional Services, ERISA(401k),Title Agents, Money Transmitters, Real Estate Brokers, Sales Taxes, Lottery. We provide a fast turnaround time and the lowest competitive rates. Call 1-800-208-5830 ext 101.