raison d'être

As independent brokers dedicated to helping individuals approaching retirement navigate the complex world of Healthcare and insurance, my affiliation with AmeriLife gives us access to industry-leading tools, extensive training, and relationships with over 100 top-rated carriers—resources I use to provide you with personalized, unbiased guidance.

We specialize in Healthcare enrollment and supplements, helping clients understand Healthcare Parts A, B, C, and D, along with Healthcare Advantage and Medigap options tailored to their unique health and budget needs.

We also offer life insurance and annuities to protect loved ones and secure guaranteed income streams, as well as comprehensive retirement planning strategies that address healthcare costs, income needs, and long-term financial security.

Backed by AmeriLife's 50+ years of experience serving over 5 million Americans annually, we leverage the Agent Xcelerator™ technology platform for streamlined enrollment and real-time plan comparisons. Whether you're turning 65 or reviewing your current coverage, we are here to simplify the process through free consultations and ensure you make informed decisions that protect your health and financial future.

We also work with younger individuals with financial options including but not limited to, IUL’s, 401k, and IRA’s.