Simplifying Complex Insurance Challenges
Partnering with professionals and clients to deliver customized insurance strategies and expert design, ensuring optimal solutions for every need
Insurance is hard and complicated
But it doesn't have to be. For almost twenty years I have been providing expert advice to clients and insurance professionals to help avoid a complicated and challenging insurance buying process.
Your Best Interests Are Always My Best Interests
Independent
Staunchly independent, I have no "quotas" to hit with any carrier, which allows me to make clear recommendationsFlexible
Pay a fee and continue to work with your existing advisor, but gain a second independent set of eyes on your solutionComprehensive
Use our Life Policy Review process to make sure what you are buying or selling is the best option on the market
Don’t hesitate, contact us today for a better insurance experience.
I'm Truly Independent.
Retail Clients
3rd Party Reviews
Professional Advisors
Consult, Design, Implement.
It's really that simple. It's all about the process. I distilled the entire insurance buying and selling experience into three easy steps
Start A ConsultationExecutive Bonus Plans
Motivate and reward key executives and increase profitsCharitable Giving
Learn about potential tax advantages that can enhance the impact of your philanthropyPolicy Reviews
Expert policy reviews optimize coverage, costs, and beneficiary designations for comprehensive life insurance planning.Life Settlements
A third party investor will buy your policy, transforming your policy into the cash you need
I Will Make the insurance process Easier
You have most likely spent decades growing your business. It's not time to mess up your hard work with a poorly designed insurance plan. Take advantage of my expertise and take care of your future legacy.
You can uncomplicate your Insurance in 3 easy steps
- Schedule a 30 Minute Consultation
- Discuss Your Insurance Options
- Get Your Tailored Insurance Plan
Over the last almost 20 years, I have developed expertise in how to design and sell insurance programs.
I have been involved in placing well over a billion dollars of insurance benefits and hundreds of millions of insurance premiums.
Whether you are an advisor who needs point-of-sale assistance or a wealthy business owner seeking to offer employee bonus plans, I can help you get the coverage you need.
Keeping up to date with the latest product and underwriting innovations and riders is difficult for any agent.
It can seem like an entirely foreign language for a business owner or individual not in the insurance space!
That’s why I have invested thousands of man-hours to make sure I’m prepared to help you find the best product and design so you can go back to doing what you do best: building your business.
To get started, click the button to schedule a consultation with me. I’ll take all of your information and put together a custom proposal for working together in a few days!
I’m looking forward to working with you.