There are many uses for Insurance products, many of which can become complicated, frustrating and confusing. Together, with a team of qualified and experienced specialists in their respective area, we offer the following services:
In today’s climate, just being covered isn’t always enough. Without an extra set of eyes paying close attention to the latest laws, compliance (or lack thereof) can become a serious and costly problem. In addition to providing referral-worthy customer service, we specialize in compliance issues.
There are multiple ways to avert risk, avoid taxation and protect your legacy with various types of insurance products. Please see our resources page for additional and more detailed information.
We welcome your call for quotes and questions: 954-256-8355
Using the following links, you can get covered now and at your convenience.
This functions in a similar way to major medical as we know it, yet without state or country restrictions. Please contact us if you need assistance with the application.
Quote/Purchase International Travel Medical Insurance
Many people prefer these plans to the more costly dental insurance option. You can search plans by location and procedure needed. No exclusions and available for immediate use as indicated!
Quickly and easily secure vision and or accident coverage for less. Services include Frames / Lenses / Exams at low to no cost.
There isn’t always in simple solution when it comes to insurance. There are lots of moving parts and endless details. Keeping that in mind, one of the traits that makes me valuable is the Team I’m part of. But let me first back up just a little.
Not all agents are equal. There are two kinds of professionals, Captive and Independent Agents. Knowing the difference between the two is important because it effects you. Especially when you’re shopping for insurance.
Captive Agents work or contract for companies in which they are only allowed to represent products approved by their employer. For example a Geico (employed) agent couldn’t get you a State Farm auto policy!
On the other hand, an Independent Agent can shop the open markets for the products and rates that best match what is being ask for. Captive agents have less choices and are often incentivized to push certain products. Understanding the difference and always asking can save you lots of future problems.
My willingness to listen, ask questions, take notes and deliver where others have fallen through makes me valuable. Having Independent contracting status also tremendously helps. Insurance can be a lot of work and finding someone who really cares can mean a world of difference. Especially with your bigger choices.
I take what I do seriously, as your well being is the center of my universe. Even though it’s no different for just about any service professional The difference is, I realize this. My goal is that you too, will feel the difference.
Annuity / IRA Tax Report – http://www.makeittaxfree.com/ – This short video details important tax information. Use code “babe55″ for PRCode
FRONTLINE: The Retirement Gamble http://www.pbs.org/wgbh/pages/frontline/retirement-gamble/ – Of special interest to those nearing retirement.
The Crisis In Retirement Planning – Harvard_School_of_Business – Useful read
Common Sense Retirement Book Notes – CommonSenseRetirement – Know and understand “Indexing”
Being prepared for Critical Illness – Important brief read for perspective.
Cash Value Life Insurance – A Cornerstone Asset of a Bank — Eye opening short read.
What Have I Done. Baby Boomers Reveal Their Deepest Financial Regrets — Can you identify with any of these?