Pick a time that works for you
Every consultation is free and no-pressure. Meet in person, by phone, or over video. Choose the type of appointment below, or use the calendar to grab any open time.
What would you like to talk about?
Business Benefits Review
For owners who want to offer benefits, review what they have, or protect the business with key person or buy-sell coverage.
Book ThisLife Insurance & IUL Consultation
Term, whole life, or IUL. We'll figure out how much coverage you need and which type fits.
Book ThisFinal Expense Quote
A quick call to go over a few health questions and get you real prices.
Book ThisMedicare Review
Turning 65 or reviewing your plan. We'll compare options available in your area.
Book ThisHealth Plan Help
Individual, family, or small business health plans, including dental, vision, and disability.
Book ThisRetirement & Annuity Planning
Protecting savings and turning them into income you can't outlive.
Book ThisOr grab any open time
Not sure which appointment type? Pick any time here and tell us what you need.
Online calendar coming soon
In the meantime, send a request and we'll confirm a time within one business day, or call (240) 417-2526.
Request a TimeYou'll get a confirmation and reminder by text and email. Need to reschedule? Use the link in your confirmation.
Before your appointment
Is the consultation really free?
Yes. There's no cost and no obligation. Insurance companies pay agents when a policy is placed, so our help doesn't add to your cost.
Can we meet in person?
Yes. We meet clients across Prince George's County and Washington, DC, or by phone and video if that's easier.
What should I have ready?
For life insurance, a rough idea of your income, debts, and current coverage. For Medicare, your Medicare card and list of medications. For business benefits, your employee count and any current plans.