Quote Forms

Section 1: Medicare Advantage, Supplements & Prescription Drug Plans

• Medicare Advantage:   Please fill out this form if you are interested in Medicare Advantage and/or a Prescription Drug plan.  I compare all Medicare Advantage and Prescription Drug plans for my clients.
• Medicare Supplement:  For those that like predictable outcomes and freedom to use their plan anywhere without network restrictions, preapprovals, and prior authorizations. Quotes will be sent within 24 hours, but often within an hour. I will send a needs assessment form after we discuss Medicare Supplement options. If you decide to work with me, you will need a Prescription Drug plan and I can assist.
• Medicare Prescription: Only fill this form out if you need help with a standalone drug plan that compliments your Medicare Supplement.  If you filled out the Medicare Advantage form above, you do not need to do this again.

Section 2: Health Insurance (Under 65) for individuals & families. 

A.  Individual Health Insurance (Obamacare Plans)

• Individual & Family Health (Quote Form)
• Obamacare Myth Video - Anyone regardless of age, income, sex, ethnicity, etc can get an Obamacare plan during Open Enrollment or Special Election Periods.  You may not like it, but EVERYONE can get a policy.

B.  Short Term Health Insurance

• Short-Term Health (Quote Form) These plans are best suited to fill gaps between jobs.

Short term health plans are not long-term solutions. The timing of a policy expiration date can leave you uninsured. 

Section 3: Dental Insurance

Dental Insurance (quote form)   This form will help me navigate the options below for you. In addition, some carriers do not have the self-quoting options. If you want to see rates and not be bothered by anyone, most links provide simple quoting, application and enrollment tools. 

My Plan:

• Physicians Mutual (Dental & Vision):  These are the 4 reasons I went with PM. Unlimited Coverage (NO ANNUAL MAXIMUM), No Deductible, 70% Major Service Coverage (one year waiting period) and Choose Any Dentist (Ameritas Network for best rates).   Unfortunately, they do not have an instant quote & apply option yet. Please reach out for a quote.

Section 4: Life Insurance

Life Insurance Quote: (quote form) This is the best route for Life quotes. You really should not be buying life insurance online unless you know exactly what you need.

• Life Insurance Underwriting Explained Don't let the advertised rates fool you.

Section 5: Paycheck & Asset Protection (No Instant Quote Options)

• Disability Insurance: Please fill out contact form and we'll email you a PDF. There isn't an easy button here, it's pretty extensive underwriting. This insurance protects your paycheck in case you're no longer able to collect one due to a disability.
• Long Term Care: (quote form) Like a disability policy while you're working, long term care protects your hard-earned assets in retirement. Here is a blog on why you need long term care and the policies available.
• Annuities: The modern-day pension (although they have been around forever) for those that don't like the anxiety from wild market swings that happen on the stock market. "Fiduciaries" lose a lot of money offering these products, I can let you know how and why they don't recommend for that reason. 

If you want to schedule a meeting, please use this calendar link.  If you see something I don't offer, need a referral to a trusted partner (Tax Professional, P&C agent, Financial Planner, etc.) or simply want me to call-just scroll down a bit and use the contact form.  I have a blog and YouTube page with additional helpful information.