We offer:
Under 65 Health Insurance
Dental/ Vision
Disability
Buy/ Sell Insurance
Travel Medical
and much more!!!
-How to fund a college education or retirement through our INFINITE BANKING concept!!!
Medicare Supplement
Medicare Advantage
Prescription Drug Plans
Hospital Indemnity
Home Health Care
Short Term Care
Term Life
Medicare Advantage:
Aetna, Cigna, Devoted Heath, Health Team Advantage, Humana, United Healthcare, Wellcare
Retirement Planning:
Athene, Equitrust, Gilico, North American, Revol One, Securian Financial, SILAC, Ohio State, and more.
Medicare Supplement:
AFLAC, American Benefit Life, Federal Life, Lifeshield, Manhattan Life, MedMutual, Nassau, Physicians Mutual, Woodmen Life, and more.
Life Insurance:
Accendo, American Amicable, Assurity, Banner Life, Baltimore Life, CICA, Cincinnati Life, Corebridge, John Hancock, Minnesota Life, Mutual Of Omaha, North American, Protective Life, RNA, Sentinel Security, TransAmerica and more.
Others:
Ameritas, America's Health Choice, Allstate, American Benefit Life, Assurity, Heartland National, IMG Travel, LifeSecure, Manhattan Life, Philadelphia American, PIVOT Health, United National Life, and Wellabe.
We offer:
Under 65 Health Insurance
Dental/ Vision
Disability
Buy/ Sell Insurance
Travel Medical
and much more!!!
-How to fund a college education or retirement through our INFINITE BANKING concept!!!
Medicare Supplement
Medicare Advantage
Prescription Drug Plans
Hospital Indemnity
Home Health Care
Short Term Care
Term Life
Medicare Advantage:
Aetna, Cigna, Devoted Heath, Health Team Advantage, Humana, United Healthcare, Wellcare
Retirement Planning:
Athene, Equitrust, Gilico, North American, Revol One, Securian Financial, SILAC, Ohio State, and more.
Medicare Supplement:
AFLAC, American Benefit Life, Federal Life, Lifeshield, Manhattan Life, MedMutual, Nassau, Physicians Mutual, Woodmen Life, and more.
Life Insurance:
Accendo, American Amicable, Assurity, Banner Life, Baltimore Life, CICA, Cincinnati Life, Corebridge, John Hancock, Minnesota Life, Mutual Of Omaha, North American, Protective Life, RNA, Sentinel Security, TransAmerica and more.
Others:
Ameritas, America's Health Choice, Allstate, American Benefit Life, Assurity, Heartland National, IMG Travel, LifeSecure, Manhattan Life, Philadelphia American, PIVOT Health, United National Life, and Wellabe.
We are Committed to Providing Reliable Insurance Solutions with Expertise and Care
We are a team of experienced insurance advisors dedicated to helping individuals and families secure their future with the right coverage. With a client-first approach, we provide personalized guidance, ensuring you understand your options and make informed decisions. Our commitment to trust, transparency, and excellence allows us to offer solutions that meet your unique needs, giving you peace of mind for the road ahead.
We are Committed to Providing Reliable Insurance Solutions with Expertise and Care
We are a team of experienced insurance advisors dedicated to helping individuals and families secure their future with the right coverage. With a client-first approach, we provide personalized guidance, ensuring you understand your options and make informed decisions. Our commitment to trust, transparency, and excellence allows us to offer solutions that meet your unique needs, giving you peace of mind for the road ahead.
Plan wisely, grow confidently. Secure your financial future with expert guidance tailored to your goals.
Navigating Medicare and Post Hospitalization Insurances are very difficult. Don't Guess- Gain Success. This is the motto we live by daily. Informative education makes better preparation. Proper planning helps not only you, but your extended family appreciate that they can remain unburdened by your effective planning.
Planning while you are young and healthy creates a brighter future-whether its mortgage protection, wealth management or simply planning for your final expenses, we have the right product that fits your needs and your budget!
What benefits can I retain when I retire and how much will it cost? You may be surprised when you ask your Human Resources Officer that question. Don't worry! We've got you covered even though your employer doesn't want you anymore.
Plan wisely, grow confidently. Secure your financial future with expert guidance tailored to your goals.
Navigating Medicare and Post Hospitalization Insurances are very difficult. Don't Guess- Gain Success. This is the motto we live by daily. Informative education makes better preparation. Proper planning helps not only you, but your extended family appreciate that they can remain unburdened by your effective planning.
Planning while you are young and healthy creates a brighter future-whether its mortgage protection, wealth management or simply planning for your final expenses, we have the right product that fits your needs and your budget!
What benefits can I retain when I retire and how much will it cost? You may be surprised when you ask your Human Resources Officer that question. Don't worry! We've got you covered even though your employer doesn't want you anymore.
CEO, Founder
Dan Green
Meet Our CEO and Founder
As the driving force behind our firm, Dan believes in a client-first approach, recognizing that each person is unique in their goals and aspirations. His commitment to excellence, transparency, and innovation has established him as a recognized leader in the industry.
The goal of each meeting is to inform, educate and advise our clients and prospective clients so that they feel comfortable that someone is taking care of their needs and their future.
Meet Our CEO and Founder
CEO, Founder
Dan Green
As the driving force behind our firm, Dan believes in a client-first approach, recognizing that each person is unique in their goals and aspirations. His commitment to excellence, transparency, and innovation has established him as a recognized leader in the industry.
The goal of each meeting is to inform, educate and advise our clients and prospective clients so that they feel comfortable that someone is taking care of their needs and their future.
WHY CHOOSE US
Trusted Expertise, Personalized Solutions, and a Commitment to Your Success
Expert Guidance
Navigate your future with confidence through personalized insurance and financial strategies tailored to your unique goals. Our experienced team stays ahead of industry trends to offer clear, reliable advice you can trust. We’re here to simplify the complex and guide you every step of the way.
Personalized Solutions
We understand that every client has unique needs and financial goals, which is why we create tailored strategies just for you. Our customized approach ensures that your insurance, investment, and risk management plans align perfectly with your objectives. No cookie-cutter solutions—only what works best for your future.
Commitment to Your Success
Your goals are our mission—from protecting what matters most to building a secure financial future. We take a hands-on, client-focused approach to ensure your evolving needs are always met. With dedication, transparency, and care, we’re with you every step of the journey.
20+
YEARS OF EXPERIENCE
We provide services to all 100 counties in North Carolina
WHY CHOOSE US
Trusted Expertise, Personalized Solutions, and a Commitment to Your Success
Expert Guidance
Navigate your future with confidence through personalized insurance and financial strategies tailored to your unique goals. Our experienced team stays ahead of industry trends to offer clear, reliable advice you can trust. We’re here to simplify the complex and guide you every step of the way.
Personalized Solutions
We understand that every client has unique needs and financial goals, which is why we create tailored strategies just for you. Our customized approach ensures that your insurance, investment, and risk management plans align perfectly with your objectives. No cookie-cutter solutions—only what works best for your future.
Commitment to Your Success
Your goals are our mission—from protecting what matters most to building a secure financial future. We take a hands-on, client-focused approach to ensure your evolving needs are always met. With dedication, transparency, and care, we’re with you every step of the journey.
20+
YEARS OF EXPERIENCE
We provide services to all 100 counties in North Carolina
Michael R.
Retired Teacher
Sarah T.
Former Public Servant
James L.
Retired Veteran
Michael R.
Retired Teacher
Sarah T.
Former Public Servant
James L.
Retired Veteran
Copyright © 2025 All Rights Reserved
We do not offer every plan in your area. Any information we provide is limited to those plans that we do offer in your area. Please contact www.medicare.gov or call 1-800-MEDICARE to get information on all of your options.