Your Next Steps

Let Us Walk With You Through Medicare Enrollment & More


We represent the major carriers in Central PA for Medicare Advantage Plans, Supplement Insurance Plans and Part D Prescription plans. Your choice should be an individual conversation based on your doctors, prescriptions and preferences. If you are new to Medicare or have been on Medicare for years, let us walk you through the selection process to be sure you have coverage in place that will work for you.

Life Insurance | Final Expense

Whether you are concerned about covering funeral/end of life expenses or you want to leave a legacy for your heirs, the life insurance conversation is an important one to have. Make sure that your loved ones do not have unexpected financial burdens to deal with on top of grieving your passing. We will work to find a product that fits within your budget and is specific for your situation and needs.

Cancer Insurance

One out of two men and one out of three women* will experience a cancer diagnosis in their lifetime and the percentage increases as you age. For those still in the work force, a reduction in wages for time off can be devastating, on top of enormous medical costs. For those on Medicare  – let us explain how a cancer plan can inexpensively bridge the gap and protect you financially in the event of a cancer diagnosis.

Fixed Annuities

Interested in principal protection and creating your own pension plan with a lifetime payout guarantee? An annuity can be a perfect choice to secure additional income you may need coming in throughout your retirement years. We can help you look at rolling a portion of your investment accounts into an annuity product and the benefits and guarantees you will appreciate.

Long-Term Care

The percentage of people that will need long term care within their life continues to rise and the cost can be crippling for many families. Some people mistakenly think that Medicare is going to cover a long term care situation and that is generally not correct. Explore the variety of products that are on the market today, including hybrid life insurance products with long term care riders.

Individual Health Insurance

If you do not have an employer insurance option and are not eligible for Medicare or Medicaid, the PA Marketplace called Pennie® may be a good fit for you and your family. Subsidies are based on your financial situation. Open enrollment for 2023 runs from November 1 to January 15. Contact us for more information.