This is our Story

What is an insurance planner? How is it different from an insurance agent?

We like to think of an insurance planner as a superset of an insurance agent. Much like a financial planner, we look at insurance in the context of our clients entire lifespan. Because of this similarity, insurance plays a key role in a person’s financial plan. Insurance can protect their income and their important assets if they become damaged and unusable. Insurance can pay for unanticipated medical expenses that an affordable health plan doesn’t cover in the co-pay or high deductible. Insurance can even play a key role in successful retirement of a smart consumer