We offer Heath Insurance, Medicare Supplements & Part D through BCBSNC, Dental & Vision through Security Life as well as life and Long-term Care.  Our goal is to make sure the clients are well taken care of actually understand what they have purchased.  We pride ourselves on face to face appointments and allowing the time necessary to learn what our clients needs are and will accommodate clients as they see fit.

As a token of our appreciation, we will send you a $10 Gift Card (or you may choose to have it donated to a local non-profit organization) as a small token of our appreciation. For every referral, we will enter your name into our quarterly drawing for a $25 Gift Card.

If you’re a financial professional, we of course will not offer any services to your client outside the scope of what you referred them for.  For us – relationships are KEY and this means with our clients as well as our referral partners.

  • Referral Partner

  • Referral

  • Gift Card/Certificate (pick one)