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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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  Carrier  

Helping Professionals Nationwide Since 1982

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