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 client’s 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 client’s needs as well as our referral partners.

  • Referral Partner

  • Referral

  • Gift Card/Certificate (pick one)