During the appointment, we seek to learn about you and your lifestyle. This information is essential for us to assist you effectively. We also ask these questions to establish a connection with our clients, as our goal is to make this feel less like a business transaction, and more like a friendship. While we are here to help you lower your healthcare costs or obtain suitable coverage, our appointments extend beyond the 1-2 hours we spend together. We consider all aspects of your life during our discussions. Whether you enjoy traveling with loved ones or simply relaxing at home, we aim to find a plan to fit your needs.

What to expect

We provide personalized face-to-face appointments in the comfort of your home, at one of our offices, or at a location that works best for you. These in-person meetings allow for open discussions about important and personal information, ensuring you feel secure and confident in who you are speaking with. If necessary, we also offer the flexibility of connecting over the phone or through video conferencing. Your comfort and trust are our top priorities.