Our Services

The Goal is Simple: Service that makes YOU Special.

"Getting information is one thing, understanding it is another. The "one size fits all" approach doesn't give you a very good suit of clothes...nor an insurance strategy. We can help tailor a program for you."

For your copy of the FREE REPORT "A Beginner's Guide to Long Term Care Insurance", leave your name and address 24 hours a day at TOLL FREE 1-888-589-5203.

During these chaotic economic times, many wonder about the best place to save their "nest egg".  Bob and Dave believe you "win by not losing" and offer savings plans which provide a reasonable rate of return without the risk of losing principal. 

Bob's knowledge of Medicare issue and products led him to chair the National Association of Health Underwriters' Medicare Advisory Group from 2008-2010.   Please contact him with your questions about Medicare Supplements, Advantage plans, and Prescription Drug Plans. Dave is particularly passionate about planning strategies for long term care.

If you would like Bob or Dave to speak to your club or organization regarding types of insurances including Medicare health and Rx card options, life, long term care, and annuities, please contact them for an available date.