Bozeman Office

2055 North 22nd Avenue

Suite 2A
Bozeman, MT 59718

INDIVIDUAL INSURANCE

Personal insurance products protect you and your family from financial loss in the event of an injury, disability or untimely death.

We can help you acquire the coverages you need. Helping provide the peace of mind that comes from knowing your family is protected against catastrophic loss.

Life Insurance

Life insurance gives you the peace of mind that comes from knowing you have protected your loved ones.


In the event of your passing, life insurance may provide tax-free money directly to your beneficiaries, to be used however they deem necessary, such as:

  • Making up for your lost income
  • Funding your children's education
  • Paying off household debt
  • Paying for final expenses or estate taxes


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Annuities

Annuities can be a smart way to set yourself up for retirement and guarantee you’ll have income for the rest of your life. They are issued by insurance companies and can provide retirement savings protection and guaranteed income.


There are several different types of annuities. Each type can have unique features that may help you achieve your financial goals. Click below to find out more!


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Disability Insurance

1 in 4 between the ages of 20 and 65 will experience an accident or illness that keeps them out of work for 3 months or longer, with nearly 60% of these injuries occurring off the job. If you are hurt off the job, worker’s compensation does not cover the injury.


Furthermore, the vast majority of disability claims result from sicknesses and not accidents. When you cannot work for an extended period of time, a long term disability insurance plan can help cover a portion of your income/salary.

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Medicare Plans

Are you nearing age 65? Are you confused about Medicare?


We offer Medicare Plans which include prescription drug coverage as well as Medicare Supplements and Stand Alone Prescription Drug Plans.

 


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Long-Term Care

Addressing the potential threat of Long-Term Care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy.


The U.S. Department of Health and Human Services estimates that 70% of people over age 65 can expect to need long-term care services at some point in their lives. So understanding the various types of long-term care services – and what those services may cost – is critical as you consider your retirement approach.


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Health Insurance Plans

Health insurance is a product provides coverage for individuals and family members for various medical expenses.


We offer plans from several carriers including Blue Cross Blue Shield. For information on their plans please click on the link below.

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