Individual consumers face challenges when it comes to selecting and understanding benefits plans, financial investment options and property and casualty insurance.

We work with you and provide the products and services that give you peace of mind.

Under the Affordable Care Act, almost all individuals are required to have health insurance or pay a penalty. The 2018 penalty is the greater of 2.5% of household income or $695 per adult or $347.50 per child under age 18.

Our team helps individuals:

  • Obtain health insurance coverage on or off the Exchange
  • Navigate the Marketplace at
  • Understand Medicare options
  • Secure auto, homeowners, umbrella and other personal property coverages
  • Develop a financial plan based on long term goals
Our Client Resource Center is available to individual clients to ensure satisfaction, and is ready to help you. Call us at 1-800-568-1093.



p: 1-800-556-4699 f: