about us

As a licensed Medicare advisor with over 25 years of experience in financial services and insurance, I’ve dedicated my career to helping Medicare-eligible individuals navigate their coverage options with confidence. Based in Illinois and serving clients across all 50 states, I bring both local understanding and national reach to every consultation.

agent & agencies

Calling All Agencies!

Imagine if your entire book of business got pregnant with triplets — that’s kind of what happens when you add Medicare plans to your current book of business.Whether your book is Final Expense, Life Insurance, LTC, or Home & Auto, adding Medicare Advantage could triple your annual income.Quote and enroll from home or office using state-of-the-art CRM tools. Send a link nationwide for virtual enrollment. Our proprietary business text messaging system allows you to market your entire book of business with just one touch.All commissions and compensation are paid directly from carriers to your agency — and you maintain your renewals for life

Get access to:

Imagine increasing your annual and monthly residual income with the possibility of upper six figures for the lifetime of your book of business — with no cold calling.What are you waiting for? Call today!

All Licensed Agents:

We are now training and developing Medicare insurance agents to become certified and ready to sell with all major carriers — including a full line of Medicare Advantage plans and supplemental services.

our aim

What We Do

We educate, guide, and provide peace of mind by helping clients understand all available Medicare and insurance options. Our goal is to ensure that clients receive the best solutions at the lowest possible cost and out-of-pocket expenses. Many Medicare recipients miss out on programs that can significantly reduce their costs, leaving money on the table and not fully utilizing the services they deserve.

Mission Statement

We educate, guide, and provide peace of mind by ensuring our clients are fully informed about every available Medicare and insurance option. Our mission is to help them secure the best possible solutions at the lowest cost and with minimal out-of-pocket expenses. Many Medicare recipients unknowingly miss out on valuable programs designed to reduce costs, resulting in wasted money and missed opportunities for essential services.

Professional Career

1990s
First Chicago Bank
Award-Winning Financial Consultant - Built foundation in financial services
1990s
2000s
Top 5 National Medicare Sales
Achieved top performer status with Humana, recognized nationally for excellence
2000s
2015
Multi-Carrier Representation
Expanded partnerships with Humana, Aetna, UnitedHealthcare, and other major carriers
2015
2020
Founded Independent Agency
Established independent practice focused on personalized Medicare guidance
2020
2024
Diversity Insurance Partnership
Partnered with Diversity Insurance for enhanced national reach and resources
2024
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