Listening Comes First

Backed by 55 years of credentialed expertise, I personally evaluate your life and health policies or design small business employee benefits. I prioritize auditing your unique insurance portfolio over making sales to protect your future.

All services
All services
Health & Supplemental Care
Insurance Needs Assessment
Life Insurance Solutions

Health & Supplemental Care

Medicare Supplement Consulting
My Medicare Supplement Consulting is built to cut through the confusion that hits when those thick Medicare booklets start ar... Learn more
$100.00
Cancer Policy Benefit Explanation
With my Cancer Policy Benefit Explanation service, I take your actual cancer policy and walk you through it line by line, in ... Learn more
$55.00
Hospital Stay Benefit Review
A Hospital Stay Benefit Review is a focused checkup on your hospital indemnity plan, so you are not guessing what it will act... Learn more
$60.00
Dental Insurance

Individual and family dental insurance helps you plan ahead for cleanings, X-rays, fillings, and basic treatments instead of ... Learn more

Insurance Needs Assessment

Personal Insurance Evaluation
My Personal Insurance Evaluation is a one-on-one session where I help you sort out exactly what protection you actually need,... Learn more
$75.00
Insurance Portfolio Review
An Insurance Portfolio Review is my way of putting all your current policies on the kitchen table-figuratively or literally-a... Learn more
$90.00
Employee Benefits Insurance Planning
Employee Benefits Insurance Planning is designed for small business owners who want to take care of their people without blow... Learn more
$200.00

Life Insurance Solutions

Term Life Insurance Guidance
My Term Life Insurance Guidance is for people who want straightforward answers about how much coverage they really need and f... Learn more
$75.00
Whole Life Insurance Planning
Whole Life Insurance Planning is where I help you decide whether permanent coverage fits your long-term goals, and if so, how... Learn more
$120.00
Universal Life Insurance Advice
With my Universal Life Insurance Advice, I help you make sense of a policy type that offers a lot of flexibility-but can also... Learn more
$110.00
Life Insurance Beneficiary Review
A Life Insurance Beneficiary Review is a simple step that can prevent big headaches for the people you care about most. Life ... Learn more
$45.00

Evaluate Your Own Insurance Needs

Prefer a hands-on approach to your insurance planning? Use my interactive online tool to independently evaluate your health, life, or dental coverage needs. You can easily calculate your ideal protection levels and securely submit your application completely on your own schedule.

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