SAVE MONEY WITH A UNIQUE, COMPREHENSIVE PLANNING SYSTEM
Why Choose Us?
- 35 Years As An Independent Insurance Agency Serving The Insurance Needs Of Dentists And Other Medical Professionals Nationwide - Including Alaska & Hawaii
- All Full-Time Staff Has Over 15 Years’ Experience With Our Agency
- Endorsed Insurance Agency For Ken Runkle’s Paragon Management Associates - The Nation’s Leading Dental Practice Management Company
- Go-To Insurance Agency For Many Of The Nation's Leading Fee Based CPA Financial Planners To Provide Their Client’s Insurance Planning Module
- 12 Years National Disability Income Sales Leader For The Leading Disability Income Carriers For Medical Professionals
- Benefit From Our Copyrighted Insurance Planning System - The Focus Strategy Approach - A Comprehensive Insurance Planning Strategy
- No Need For A Face To Face Meeting - 100% Of All Client Interaction Done With Webinars, Encrypted Secure Email, Client Portals And UPS Mail Delivery
- We Pre-Shop Your Specific Health & Lifestyle Criteria Before Presenting Any Customized Policy Recommendations. Eliminate The Unnecessary Time & Effort Applying For Something That You Will Not Get. Know Up Front How You Should Be Approved
- Ability To Move To Alternative Carriers Should You Receive An Offer Other Than Applied For
- We Represent Only The Most Relevant Disability Income Carriers For Medical Professionals
- Business Loan Protection Package - Take Advantage Of Select Carriers Accelerated Approval Process When Applying For Business Loan Protection Insurance. If Qualified, Eliminate The Need For A Para Medical Exam
- Ability To Integrate Your Long-Term Care Needs Into Your Insurance Portfolio Without Having To Purchase Expensive & Ever Rising Premium Traditional Long-Term Care Insurance
- Strategic Planning Available For Business Continuation (Buy / Sell), Estate Planning & Guaranteed Retirement Programs
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