What If We Could
Save Your Client
We shop for your clients at NO CHARGE and often save them thousands of dollars a year off their existing health insurance premiums, while providing better coverage and service! Going through a call center or an agent who works for just one company costs your client’s big money! They often try to steer a client to the company who pays them the most or has the best bonus program. We do what’s best for your client...period.
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Why Advisors Choose To Work With Us
We have 39 years of experience working to add value to your practice at no cost to you or your clients! My job is to make YOU the hero in the eyes of your clients; so they can add additional needed protection or simply keep more money in their investments, whichever they choose! You separate yourself as an advisor from the competition and ultimately gaining more referrals, thus more business!
"We Are Here For One Reason: To Help You And Your Clients!"
“Mark is a valued business partner of our firm. He provides educational seminars on Individual Marketplace, Medicare, and Group Landscape for our clients. This information has been very well received and we have his seminars on an ongoing basis. Mark is professional, courteous, and possesses a high character. Do not hesitate to partner with him.”
– T. Greg Clark (Business Development Director, Encore Wealth Management)
“Mark has always been very helpful while working with my clients on their health insurance. He takes the time to care about what is best for them and then builds them an insurance plan to suit their needs."
– Chris Puffer (President, Creative Capital Group @ Money Concepts)