To help find the most suitable health plan for your needs, we kindly ask that you provide the following information:

• Any doctors or specialists you'd like to continue seeing (to ensure they remain in-network)

• Your preferred hospital or healthcare facility

• A list of current prescriptions or medications

• If we identify a plan that meets your needs and you're ready to move forward, we will also need your preferred payment method, such as a bank account and routing number for enrollment.

Providing this information ahead of time by email helps us prepare more effectively and may allow for a quicker, more efficient appointment. However, if you're unable to provide it in advance, that's perfectly fine — we can gather the necessary details during your appointment. Email Us HERE

That’s completely okay. We’re specialists appointed with many top carriers, both local and national. Our goal is to understand your specific needs and priorities, then tailor the available options to help you and your family get the best protection possible.

We recommend including anyone you may want to consult with when making decisions—such as a spouse, significant other, parent, or even adult child.

If someone is simply interested in learning more for themselves, they’re welcome to join as well. We just ask that we focus on your needs first, and then address their questions separately afterward.