About Our Agency

We have been an independent brokerage agency since 1997, specializing in the protection of our clients’ most valuable asset, their income, through the use of disability income protection. When a person becomes disabled, they lose a great deal; their paycheck, their lifestyle, their professional careers and millions of dollars of future earnings. By using innovative and creative concepts, we can find protection for almost any person who is dependent upon their paycheck.

Our staff has over 100 years experience in the financial services profession, with 20 years as a career agency with the Paul Revere Life Insurance Company.

We belong to and have been active in a number of professional associations:

• Local and National Society of Financial Services Professionals, serving on the National Board of Directors and became National President in 2011
• President of the International Disability Income Society in 2013
• Taught LUTC Disability classes for NAIFA numerous times
• Elected to the Iowa Insurance Hall of Fame in May of 2011

Our goal is to find our clients solutions to their problems in the Disability Income, Business Overhead Expense, Key Person and Disability Buy-Sell area. Some of the services we provide:

• Proposal generation and benefit comparisons
• Applicant pre-screening
• Sales and marketing support
• Joint sales appointments
• Underwriting tracking and status

Contact us today and let us show you how our experience can help you to meet the needs of your clients.