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About us
Real People. Real Answers. Real Care.
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Our Story
Built on Trust, Grown Through Relationships
We saw firsthand how confusing and frustrating insurance could be – especially for those navigating it alone. So we built a business that puts people first. Since 1992, we’ve helped thousands of clients across the country with Medicare, health insurance, and life insurance, always with a personal touch. Our success? It’s come from referrals and relationships, not advertising – and that’s exactly how we like it.
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Meet Bruce & Marcia
A husband-and-wife team with heart, experience, and a no-nonsense approach.
We’re licensed in 27 states and proud to have helped thousands of clients navigate Medicare, health insurance, and life insurance with clarity and confidence. Whether you’re new to Medicare or comparing coverage for your family, you can count on us to walk you through it – the way we’d want someone to do for our parents, our siblings, or our kids.
Our Mission
To provide thoughtful, one-on-one guidance that helps people navigate insurance with confidence, clarity, and care. We’re here to build lasting relationships, not transactions—offering honest advice, patient support, and personal service that puts your needs first every time.
Who We Serve
Seniors New to Medicare
Turning 65? You don’t have to figure it all out alone. We break down Medicare options step by step – what each part covers, what’s optional, and what fits your specific needs. Our goal is to remove the guesswork and help you feel confident about your healthcare choices.
Families Seeking Clarity
Whether you’re self-employed, between jobs, or looking for a better health insurance plan, we’re here to help you compare your options clearly. We explain plan levels, networks, and costs in plain English – so you can choose what’s right for your household. No jargon, no pressure – just smart, caring guidance.
Small Business Owners
We partner with growing companies to design, manage, and optimize employer-sponsored benefits. From group health to supplemental plans, we help you offer meaningful benefits that attract and retain great people—without adding administrative headaches. Compliance, renewals, and employee education? We’ve got it covered.
People Exploring Life Insurance
Thinking about life insurance doesn’t have to be overwhelming. We’ll walk you through the possibilities based on your goals – whether it’s income replacement, estate planning, or simply adding financial peace of mind. If coverage is the right fit, we’ll help you find it. And if it’s not, we’ll tell you that too.
