Lisa began her insurance adventure in 2003 with Voluntary Benefits. She loves that area of insurance and believes we all need and want to have the ability to chose from the extra coverages available. In 2010 she added more insurance carriers and started traveling to many states to get service to people who need it. She is licensed in more than 32 states and loves to help people all over the country. Medicare is a favorite of Lisa's. She feels people who qualify for Medicare are hard working, good people, and people who have had a full life experience.
Lisa is the mother of 3 adult children and grandmother of 11. She is experienced in life, as well as insurance needs and puts it all together for her clients.
Nancy specializes in individual and group Medicare health insurance in Arizona and Utah. In addition to Medicare Supplements, Medicare Advantage Plans, and Medicare Prescription Drug Plans, she provides coverage for things not generally covered by Medicare such as long term care, dental, vision, and hearing.
She accepts referral business for Affordable Care Act plans. She also helps people with life insurance, short and long term care, 401K consolidations and rollovers, and financial planning including as it relates to long term care and Medicaid eligibility as impacted by the Deficit Reduction Act implemented in 2006. The rules in this arena are often at odds with best practices for reducing estate taxes or avoiding probate.