Nurturing your peace of mind, protecting you from the unknown, and putting your finances in safe hands.

Request A Consultation

Health Insurance

We’re built upon the belief that you shouldn’t compromise on your health. Bringing you a menu of on- and off-exchange insurance policies, you’ll have the opportunity to build a plan that works for you. While on-exchange plans may make you eligible for subsidies, off-exchange plans will provide rich benefits and affordable premiums, making them both options to consider.

Life Insurance

Simply put, life insurance exists to ensure that, should the worst happen, your loved ones will be financially protected. There are three key options to consider – each with a menu of advantages. Take ‘Term’ life insurance, for example, where a specified amount will be paid to your beneficiaries if you die within a 10–35-year term. As the most affordable route towards a lucrative death benefit, this option offers a lifeline for those without deep pockets and disposable income.

In contrast, ‘Whole’ life insurance offers a layer of permanency, with a slightly higher price tag. With this option, there is no term, meaning that you’ll be guaranteed a specific sum when the time comes. Then, there’s ‘IUL’ life insurance; a popular option for those wanting to pave the way towards a tax-free retirement. Slotting into the ‘infinite banking concept’, IUL policies give you the opportunity to grow your retirement pot by tuning into the stock market.

Long-Term Care Insurance

Indulge in the peace of mind that, whatever happens, you’re covered. From a chronic illness to a disability, long-term care insurance is designed to pay for your care should an unexpected condition arise, or an existing condition worsen. There is no one-size-fits-all, so we’ll help you find a policy that slots into your goals, needs, and lifestyle. Long-term care insurance in Florida, and beyond.

Disability Insurance

With disability insurance, you’ll never have to choose between health and wealth. Designed to provide financial support in the event that you’re unable to work due to a disability, this policy type acts as a safety net beneath your income, protecting you, your assets, and your lifestyle from every possible eventuality. We’ll start by getting to know you, before liaising with our network of disability insurance companies to identify an industry-leading solution to suit.


Get covered, your way. We’ll start by pinpointing your budget, outlining your eligibility, and talking you through your options, from Part A to Part B, before identifying the coverage that works for you. From there, you’ll be covered at any hospital in the US, provided they accept Medicare. It’s a small step, with potentially life-changing consequences.

Prescriptions Drug (Part D)

If you’re a Medicare recipient, you’re invited to step up your coverage to cover Part D. Designed to either completely cover, lower, or protect you against the climbing cost of prescription medication, this option is a lifeline for the elderly, those with chronic conditions, and those who want the peace of mind that they’re not going to be caught short.

Dental Insurance

Put your oral health first, without worrying about the price tag. Dependent on your policy, nationwide dental insurance is designed to cover the A-to-Z of dental work, from routine check-ups to cosmetic dental insurance – and beyond. We think of it as a shield, helping you steer clear of out-of-pocket expenses.

Vision Insurance

With the option to tweak your plan to suit your budget, needs, and preferences, vision insurance – frequently referred to as ‘optical coverage’ – is an often-overlooked plan, with remarkable benefits. Think routine eye exams, preventative services, discounted glasses, and correction work, coming together to put your vision first.