About Trusted Senior Specialists

What inspired you to become an agent? 
My Family's needs
 
How long have you been helping clients with their insurance solutions? 
 1+ Year

What types of plans do you specialize in? 
Medicare, Hospital Indemnity and Final Expense 

What is your approach to helping clients make important coverage decisions? 
My priority is your needs.  

What’s a personal value or principle that guides your work? 
Faith, Family, Football.
 
What’s a hobby or interest you enjoy outside of work?
Family Time, Traveling and car club

What’s your favorite quote or life motto?  
"Luck is what happens when preparation meets opportunity" - Seneca

What inspired you to become an agent? 
To help beneficiaries make the right decision after knowing all their health plan options.
 
How long have you been helping clients with their insurance solutions? 
13+ Years

What types of plans do you specialize in? 
Medicare Advantage, Medicare Supplements, Dental. Vision, Hearing, Final expense, Cancer, Heart, Stroke, etc.

What is your approach to helping clients make important coverage decisions? 
Considering the client's needs and values and finding them the right plan.

What’s a personal value or principle that guides your work? 
To always do the right thing! 
 
What’s a hobby or interest you enjoy outside of work?
I love to travel! 

What’s your favorite quote or life motto?  
"The smallest act of kindness is worth more than the grandest intention"

What inspired you to become an agent? 
I love to help people and guide them to do better in life- This was such a great opportunity to do so - I was able to help so many people and got so many blessings from my clients in helping them
 
How long have you been helping clients with their insurance solutions? 
20 Years

What types of plans do you specialize in? 
Medicare Advantage- Medicare Supplement- Prescriptions Plans- Ancillary Product

What is your approach to helping clients make important coverage decisions? 
Talk to them and their concerns

What’s a personal value or principle that guides your work? 
Be Honest- Do the right thing as God is watching you- Faith, that every good that you do has a good ending
 
What’s a hobby or interest you enjoy outside of work?
Socializing- Free Food Parties- Family get togethers- Spending time with my grand son

What’s your favorite quote or life motto?  
Live and Let Live

What inspired you to become an agent? 
My passion for sales was ignited by the dynamic nature of the field and the opportunity to build meaningful relationships with clients.
 
How long have you been helping clients with their insurance solutions? 
5 Years

What types of plans do you specialize in? 
Medicare, Marketplace and Ancillary plans

What is your approach to helping clients make important coverage decisions? 
My approach to assisting clients with coverage decisions is centered on understanding their unique needs and priorities. I take the time to listen carefully, provide clear and comprehensive information, and offer personalized recommendations. My goal is to ensure clients feel confident and well-informed, enabling them to make decisions that best protect their interests.

What’s a personal value or principle that guides your work? 
A personal value that guides my work is integrity. I believe in being honest, transparent, and ethical in all my interactions. This principle ensures that I build trust with clients and colleagues, make decisions that are in the best interest of those I serve, and maintain a high standard of professionalism.
 
What’s a hobby or interest you enjoy outside of work?
Outside of work, I enjoy reading books, spending time with my family and going shopping. It allows me to unwind and recharge, providing a balanced approach to my professional and personal life. These hobbies also help me stay creative and motivated, which positively impacts my work.

What’s your favorite quote or life motto?  
"The future belongs to those who believe in the beauty of their dreams."  - Eleanor Roosevelt

What inspired you to become an agent? 
What motivated me to become an agent was my desire to help people and make a meaningful impact in my community. I saw how confusing and overwhelming both the healthcare and insurance systems could be for many individuals and families, and I wanted to be someone they could trust to guide them through it.
 
How long have you been helping clients with their insurance solutions? 
6 Years

What types of plans do you specialize in? 
Marketplace health insurance, Medicare, and ancillary products like Dental, Vision and Hospital indemnity.

What is your approach to helping clients make important coverage decisions? 
My approach to helping clients is centered on listening first. I take the time to understand their specific needs, concerns and goals. Once I have a clear picture, I educate them on their available options in a way that's easy to understand. I aim to provide honest, personalized guidance that empowers them to make the best decisions for their health and budget. Building trust and maintaining long-term relationships is a priority in everything I do.

What’s a personal value or principle that guides your work? 
A core value that guides my work is integrity. I believe in being honest, transparent, and doing what's is right for my client. I want them to feel confident that I have their best interest at heart. 
 
What’s a hobby or interest you enjoy outside of work?
One hobby I really enjoy outside of work is listening to podcasts. I also love reading and constantly learning new skills.

What’s your favorite quote or life motto?  
"Act as if what you do makes a difference. It does"- William James

What inspired you to become an agent? 
I recently turned 65! I read that 12000 people a day are turning 65! Those are my people. I want to help them.
 
How long have you been helping clients with their insurance solutions? 
Since 1988. 37 years!

What types of plans do you specialize in? 
Medicare and Final Expense

What is your approach to helping clients make important coverage decisions? 
Focusing on the client needs

What’s a personal value or principle that guides your work? 
CS Lewis- Integrity is doing the right thing even when no one is watching.
 
What’s a hobby or interest you enjoy outside of work?
Singing in the church choir 

What’s your favorite quote or life motto?  
“Being kind to others is a way of being good to yourself.”

What inspired you to become an agent? 
Working both spectrums as a claims adjuster and now as a sales agent, I believe in the concept of "Insurance", how it works.  How it is important to have the right coverages.  For example, Medicare is not easy to navigate, understanding your rights, choosing the right plan.  I love helping anyone who will allow me to do so, as it is very rewarding to hear that the coverage placed worked for them.  
 
How long have you been helping clients with their insurance solutions? 
For the last 12 years I have navigated my clients with solutions on how Medicare will fill their needs and offer to review their current plans with them every year, if it is still the right fit for them.

What types of plans do you specialize in? 
Medicare, (Medicare Advantage Plans, Prescription Drug Plans, Medicare Supplements) Dental, Vision, Hospital Indemnity Plans, Cancer Plans, Critical Illness Plans, Final Expense

What is your approach to helping clients make important coverage decisions? 
It is important to listen to your clients, do a needs analysis, find out what is important to them, being patient, understanding their concerns, and building trust and guidance.

What’s a personal value or principle that guides your work? 
I make it a a point, how it is important to educate and understand how Medicare works, what are your options with Medicare, what are the new rules in Medicare. Once you have chosen your option we look at how your medications are covered who are your doctors are they covered, what are the benefits.
 
What’s a hobby or interest you enjoy outside of work?
I am very curious about life and willing to learn about anything. Ask me, you might be surprised at what I might know.  I love reading. Every opportunity I get offer my service and volunteer.  

What’s your favorite quote or life motto?  
Live today to your fullest potential as tomorrow is not promised.

What inspired you to become an agent? 
I like helping others especially with something so impacting. Also, my background as a healthcare advisor with a carrier led me into this role. 
 
How long have you been helping clients with their insurance solutions? 
Since 2017

What types of plans do you specialize in? 
Medicare Advantage

What is your approach to helping clients make important coverage decisions? 
Finding a plan suitable based on clients medical and financial needs, I ask questions, and familiarize myself with clients, always helps. 

What’s a personal value or principle that guides your work? 
I'm building relationships every time I have an opportunity. Every conversation, every call I don't make a client, I build a connection with that person who needs something I have for them. Understanding that persons need and not overbearing that boundary will take me far. Either a sale, a future client or a referral.  
 
What’s a hobby or interest you enjoy outside of work?
Getting to know new places especially if water is involved as a family is my thing. 

What’s your favorite quote or life motto?  
"In a world where you can be anything, be kind"

 What inspired you to become an agent? 
Help my community and client connections 
 
How long have you been helping clients with their insurance solutions? 
2+ Years

What types of plans do you specialize in? 
Advantage, Med. Sup and ACA

What is your approach to helping clients make important coverage decisions? 
Being very transparent, Kind and with a no pressure approach 

What’s a personal value or principle that guides your work? 
Helpfulness- Making sure the client knows I'm looking out for their best interests and not my own. 
 
What’s a hobby or interest you enjoy outside of work?
Family time 

What’s your favorite quote or life motto?  
Walk with Grace, Love and Kindness in all you do 

What inspired you to become an agent? 
The desire to helping protect people's health, life, and wealth through counseling and educating people through insurance. 
 
How long have you been helping clients with their insurance solutions? 
Since 2024

What types of plans do you specialize in? 
Medicare and life policies. 

What is your approach to helping clients make important coverage decisions? 
Taking the confusion of overwhelming mass information and simplifying options that best fit my clients' individual needs. Tailoring professional guidance based on individual needs assessments to deliver the most value to each person through simplified understanding.  

What’s a personal value or principle that guides your work? 
Treating everyone with equality, integrity, and transparent honesty. Placing assertiveness on every client's needs as if I were in their shoes.  
 
What’s a hobby or interest you enjoy outside of work?
I love family, all sports, history, culture, outdoor activities, technology, green energy, positive energy, landscaping and gardening.  

What’s your favorite quote or life motto?  
"You have been assigned this mountain, so you can show others that it can be moved" Whatever it takes.

What inspired you to become an agent? 
What inspired me to become an insurance agent was a tragedy in my own life. In 2019, I lost my daughter. At the time, we did not have life insurance. Despite receiving support through GoFundMe, we still did not have enough money to cover even a simple cremation and funeral. Her father ultimately had to pay for the expenses. As a grieving mother, I was forced to navigate one of the most painful experiences imaginable while also worrying about how to pay for my daughter's final arrangements. No parent should have to face that burden during a time of loss. That experience became my purpose. As a life insurance agent, my mission is to help families prepare for the unexpected so they never have to endure the financial stress that my family experienced. I want every mother, father, son, and daughter to have the peace of mind that comes from knowing their loved ones will be protected. If I can help even one family avoid the hardship we faced, then I know I am making a difference.
 
How long have you been helping clients with their insurance solutions? 
I have been in Insurance since January of 2024

What types of plans do you specialize in? 
Life and Health

What is your approach to helping clients make important coverage decisions? 
My approach to helping clients make important coverage decisions starts with listening. Every family has different needs, goals, and financial situations, so I take the time to understand what matters most to them before making any recommendations. I also believe in educating my clients rather than pressuring them. Insurance can feel overwhelming, and many people are unsure about their options. I explain coverage in simple terms, answer their questions honestly, and help them understand how a policy can protect their loved ones.

What’s a personal value or principle that guides your work? 
Since entering the insurance industry in January 2024, I have approached every client with empathy, honesty, and a genuine desire to help. I understand that insurance is not just about policies and premiums. It is about protecting families and providing peace of mind during life's most challenging moments.
 
What’s a hobby or interest you enjoy outside of work?
When I'm not working, I enjoy spending quality time with my kids and grandchildren. Family is the center of my life. I also enjoy baking, which gives me a creative outlet and allows me to share something special with the people I love.

What’s your favorite quote or life motto?  
My favorite life motto is, "Be a pineapple: wear your crown and stand tall." To me, it means being confident in who you are, staying strong through life's challenges, and treating others with kindness. No matter what obstacles come my way, I try to keep a positive attitude, remain resilient, and carry myself with grace. This motto reminds me to stand tall, know my worth, and never stop growing.

What inspired you to become an agent? 
I became an insurance agent because I genuinely enjoy helping people understand the complexities of insurance. My goal is to educate and empower clients so they can make informed decisions about protecting their most valuable assets and the people they love.
 
How long have you been helping clients with their insurance solutions? 
18 years

What types of plans do you specialize in? 
Property & Casualty, Life, Health, Supplemental Plans, ACA ICHRA and now Medicare

What is your approach to helping clients make important coverage decisions? 
Active listening to understand each client's personal needs and concerns, answer questions in a way they can understand.

What’s a personal value or principle that guides your work? 
My values are integrity, honesty, empathy, and providing excellent, accurate personalized service to each client.
 
What’s a hobby or interest you enjoy outside of work?
I absolutely love cooking, reading, watching movies, cuddling and all water play with my 2 grandchildren! The beach is my happy place and I go there as often as possible!

What’s your favorite quote or life motto?  
You can do anything you put your mind to, if you want it bad enough! And always be kind because you have no idea what the other person is going through.

What inspired you to become an agent? 
I constantly seek to provide peace of mind to clients through communication and education.
 
How long have you been helping clients with their insurance solutions? 
Since 2025

What types of plans do you specialize in? 
Medicare (MA/MAPD & Medigap + PDP), stand alone DVH & hospital indemnity. 

What is your approach to helping clients make important coverage decisions? 
I feel passionate about educating clients and simplifying information, in order to empower them to make their own decisions. I listen to their priorities in order to help narrow down the choices.

What’s a personal value or principle that guides your work? 
I value honest, clear communication in order to help individuals feel empowered and a peace of mind.
 
What’s a hobby or interest you enjoy outside of work?
Yoga/fitness and creative endeavors

What’s your favorite quote or life motto?  
Be the best you can be.

What inspired you to become an agent? 
I became an insurance agent because I have a genuine passion for helping others and providing excellent customer service. I wanted a career where I could make a positive difference in people's lives by guiding them through important decisions about their coverage and financial protection. I was also eager to learn more about the insurance industry and what it takes to become a licensed professional. As I explored the field, I found that becoming an agent offered the opportunity to build a valuable and respected career while continuously growing my knowledge and skills. Being able to serve clients, earn their trust, and help them find the right solutions is what makes this profession so rewarding to me.
 
How long have you been helping clients with their insurance solutions? 
I have been working in the insurance industry for the past two years, primarily helping individuals and families with ACA health insurance plans. During that time, I developed a strong passion for serving others, educating clients, and providing exceptional customer service. As my experience grew, so did my desire to expand my knowledge and make an even greater impact. That led me to transition into Medicare, where I could continue helping people while learning a more specialized area of the industry. Becoming a Medicare agent has allowed me to grow professionally, deepen my understanding of insurance, and build a rewarding career centered on trust, education, and helping clients make informed decisions about their healthcare coverage.

What types of plans do you specialize in? 
Over the course of my insurance career, I have worked with a wide variety of Medicare Advantage plans and carriers. Based on my sales experience, I have placed the most members with Humana, making it the carrier I am most familiar with. In addition, I have successfully enrolled clients in plans offered by UnitedHealthcare (UHC), Aetna, and HealthSpring. This broad experience has allowed me to develop a strong understanding of different plan options, benefits, and provider networks, enabling me to match clients with coverage that best meets their individual healthcare needs and financial goals. My focus is always on educating clients and helping them make informed decisions with confidence.

What is your approach to helping clients make important coverage decisions? 
My approach is centered on understanding each client's unique healthcare needs and priorities. I take the time to discuss the factors that matter most to them, including their preferred doctors, prescription medications, anticipated healthcare costs, copayments, and any additional benefits such as over-the-counter (OTC) allowances. By carefully evaluating these needs, I can help clients compare their options and identify coverage that best aligns with their situation. My goal is to educate clients, answer their questions, and ensure they feel confident in their decision, knowing that their healthcare and financial concerns have been thoroughly addressed. Through a personalized and client-focused approach, I strive to provide solutions that deliver both peace of mind and long-term value.

What’s a personal value or principle that guides your work? 
One of the core values that guides my work is integrity. I believe in being honest, transparent, and focused on doing what is in the best interest of my clients. I also strive to provide value through education and understanding, ensuring that each client feels informed and confident in their coverage decisions. Building trust and maintaining strong relationships are priorities for me, and I am committed to treating every client with respect and professionalism. In addition, I am driven by a continuous desire to learn, grow, and thrive within the insurance industry, allowing me to better serve my clients and advance my career while making a meaningful impact in the lives of those I help.
 
What’s a hobby or interest you enjoy outside of work?
Outside of work, I enjoy spending quality time with my family and maintaining an active lifestyle through fitness and exercise. I also enjoy exploring new restaurants, traveling to new places, and taking scenic drives that allow me to experience different communities and perspectives. One of my favorite aspects of life is meeting new people and building meaningful, lasting relationships. These experiences help me stay well-rounded, strengthen my communication skills, and reinforce the value I place on connecting with others both personally and professionally.

What inspired you to become an agent? 
I just want to help people, and this seemed like the way to go for me.
 
How long have you been helping clients with their insurance solutions? 
About 5 years

What types of plans do you specialize in? 
Medicare Advantage

What is your approach to helping clients make important coverage decisions? 
Honest and easy going

What’s a personal value or principle that guides your work? 
Slow down and do it correctly
 
What’s a hobby or interest you enjoy outside of work?
Music, working out, eating at fine restaurants, baseball, (NY Mets), hanging out with my wife and family.

What’s your favorite quote or life motto?  
esse quam viden - which means to be, not seem to be.