Absolutely. Whether you’re new to Medicare, comparing life insurance plans, or exploring vision coverage, we’ll walk you through your options step by step—no pressure, no jargon.

Yes! There’s no cost to work with us. We’re paid by the insurance companies if you choose a plan—so you get expert advice at no extra cost.

Yes! We’re based in Denver, NC, and meet with clients throughout the Charlotte area—in person, over the phone, or virtually, whichever you prefer.

Most people become eligible at age 65. Your initial enrollment window starts 3 months before your 65th birthday and ends 3 months after. If you're unsure, we can help you figure out your timeline.

Original Medicare typically doesn’t cover these services. Some Medicare Advantage plans do—or we can help you find affordable standalone plans.

It depends on your family’s needs, debts, income, and future plans. We’ll help you calculate the right amount and pick a policy that fits your budget.

Yes! Even if you’re older or have health issues, there are options like final expense insurance that can help with funeral costs and more.

Not at all—we proudly serve clients throughout Lake Norman, Charlotte, Huntersville, Cornelius, Lincolnton, and beyond.

Just give us a call or schedule online. We’re happy to meet however it’s most convenient for you.