So when we address insurance issues that
impact the "baby boomer’s," we are not talking in the abstract.
We are talking about a group that we are part of and know
extremely well. We understand your concerns and needs, because
we share them
We have been specializing in the insurance needs of those 65 and
over for more than 25 years. We became one of the premier
agencies in Northern California focusing on Medicare Supplements
and Long-Term-Care Insurance. Much of our success was based on
the fact that we were not insurance sales people and truthfully,
were uncomfortable with the idea of "selling." What we did and
still do is simply talk to people and, when asked, guide them in
making the best decisions for their financial needs. Our loyalty
has always been to our clients, not to insurance companies.
Because of our backgrounds and because of how
we wanted to do business, we created a consumer-oriented
insurance agency. We were the first and possibly the only agents
to go into Senior Centers around the San Francisco Bay Area and
to train the HICAP counselors who assist seniors in
understanding their options for both Medicare supplements and
Long-Term-Care Insurance. We were the first and possibly the
only agents to actually assist the Department of Insurance in
evaluating all the Medicare Supplements and Long-Term- Care
Insurance policies available in California, and help them
understand what each policy offered.
We have seen exceptionally intelligent
people tearing their hair out in frustration when determining
how to adequately insure themselves. If you are one of those, it
is not your fault. Nor is it any limitation on your part.
Insurance language is very confusing, plans are presented in an
unclear manner, and unfortunately it seems to be getting worse,
not better. There are so many choices – so how does one choose?
After working with thousands of people, we know how to
make it easy. |
