Insurance Services
A Holistic Approach to Insurance↓</span
goals
Your Insurance Should Reflect Your Goals
Letting insurance agents dictate which policies to sell you, based on their oftentimes limited insurance offerings, is like trying to fit a square peg into a round hold. This self-serving approach does not take into consideration your insurance goals, unique situation, or lifestyle. We listen first and get to know you on a deeper level before recommending a custom insurance solution.
38 Years of Expertise
Excelent Reputation
Strong Relationship
Trusted Network
Trusted network
Our Advantage
For thirty-eight years and counting, we’ve established a trusted network of more than fifty life and disability insurance carriers in forty plus states, and we continue to broaden our reach every day. Our reputation among carriers gives our clients enormous leverage, taking the hassle out of securing the right coverage for you. In fact, our carrier relationships are so strong that agencies vie to work with us to earn your business.
Dr. Peter w. Rugg
The Doctor is in the House
To help minimize procedural speed bumps and verify recent physical examinations, our Medical Director, Peter W. Rugg, MD, FACEP, ensures that our clients medical history is accurately documented and kept confidential throughout the underwriting process.
Dr. Peter w. Rugg
