Protect your future by preparing for unexpected losses to your home, car, illnesses, injuries, death or legal responsibilities.
Disability and Long Term Care
Unexpected illness, injury protection, or to meet the medical needs of people with a chronic illness.
John Nentwig
AXIA Partners, Oaks Financial Services
John provides advanced one on one consulting, analytic support, and product knowledge on insurance and annuity products. He specializes in Long Term Care planning and works with you to determine the best fit for your needs. John helps you analyze and compare different options for you to ensure that your hard-earned money gets you the best coverage possible.
Robert Ward ChFC, RICP, CLTC, FIC
Oaks Financial Services
Bob is a Financial Architect. Working collaboratively with individuals, businesses and other professionals, he develops comprehensive strategies and plans, based on the client’s most important goals. He addresses concerns surrounding the distribution of retirement assets, reducing taxes, and tax- and estate-efficient strategies to invest money coming from a job loss, retirement or death.
HEALTH
Options to maintain health or protect you when your health deteriorates.
Danielle Shamp
Shamp Health Insurance Group
Danielle is a licensed, independent health insurance agent specializing in both Medicare and individual (pre-65) insurance. She also works with dental, vision, and travel health insurance policies. She believes in building relationships with her clients and helping them year-after-year in finding the best health insurance plan for their needs.
Life
Be financially secure in the event of a premature death and utilize the living and tax benefits of life insurance.
Dennis Beck CLU, ChFC
Professional Resources Network LLC
Dennis focuses on helping individuals and businesses reduce taxes, protect assets, increase income and net worth. His specialty is advanced knowledge of how people can utilize the tax efficient and tax-free benefits of life insurance.
John Nentwig
AXIA Partners, Oaks Financial Services
John provides advanced one on one consulting, analytic support, and product knowledge on insurance and annuity products. He specializes in Long Term Care planning and works with you to determine the best fit for your needs. John helps you analyze and compare different options for you to ensure that your hard-earned money gets you the best coverage possible.
Robert Ward ChFC, RICP, CLTC, FIC
Oaks Financial Services
Bob is a Financial Architect. Working collaboratively with individuals, businesses and other professionals, he develops comprehensive strategies and plans, based on the client’s most important goals. He addresses concerns surrounding the distribution of retirement assets, reducing taxes, and tax- and estate-efficient strategies to invest money coming from a job loss, retirement or death.
Scott Thomas
Asset Life Settlements, LLC
Scott Thomas is a co-founder of Asset Life Settlements. He helps agents and their clients sell unwanted life insurance assets in the secondary market for the highest possible value. As one of the industry’s most experienced life settlement professionals, Scott takes a hands-on approach in assisting financial advisors, estate attorneys, and CPAs whose clients are seeking the highest possible value for their life insurance policies.
Property and Casualty
Help protect your home or you if you are found legally responsible for an accident that causes injuries to another person or damage to another person's property.
Crosby Warren
Cox Insurance Associates Inc.
Crosby specializes in providing comprehensive property and casualty solutions for successful individuals and families. By actively listening to clients, Crosby develops personalized plans that protect families from unforeseen life events. Cox Insurance is an independent, 3rd generation family business that partners with some of the most respected companies in the industry.
MEDICARE SUPPLEMENTS
Simplify and demystify the maze of medication supplement options.
Danielle Shamp
Shamp Health Insurance Group
Danielle is a licensed, independent health insurance agent specializing in both Medicare and individual (pre-65) insurance. She also works with dental, vision, and travel health insurance policies. She believes in building relationships with her clients and helping them year-after-year in finding the best health insurance plan for their needs.
Business
Protect your business from accidents, injuries by yourself, your employees, clients, or others.
Crosby Warren
Cox Insurance Associates Inc.
Crosby specializes in providing comprehensive property and casualty solutions for successful individuals and families. By actively listening to clients, Crosby develops personalized plans that protect families from unforeseen life events. Cox Insurance is an independent, 3rd generation family business that partners with some of the most respected companies in the industry.
Andy Schmitz
Mulberry Business Solutions
Andy is the Co-Owner of Mulberry Business Solutions and is a Commercial Insurance Specialist. He develops tailor-made solutions that helps businesses safeguard their assets, protect their employees, and, most importantly, let them sleep at night. He helps companies identify blind spots in their insurance coverage and fixes them before they become headaches.