Individual & Family Health Insurance
This service is primarly for individuals and families without affordable employer coverage
Documents and Information needed for appointment:
• Social Security numbers and birth dates for all family members
• Financial information to project future income (taxes, paystubs, self employment, etc)
• Affordable Care Factfinder form (located at the bottom of this page)
• PII-Personally Identifiable Information form signed
We make it easy to get the information you need and your questions answered.
Why choose us?
Integrity: Being your trusted financial professional or insurance agent is a privilege, and we acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.
Support: We’re here to be your advocate, celebrate your wins, and provide insight and education to help you in reaching your financial and healthcare goals.
Experience: Our team’s range of skills, education, and knowledge gives us the ability to provide you with the information you need to make informed decisions.
We help people who are under 65 years old with individual, non-Medicare health insurance plans.
Use Our Easy Online Process!
Fill out the forms in 3 quick and easy steps.
Takes about 5 minutes.
Call to set up an appointment with one of our Talented Licensed Agents
By calling this number you agree to speak with a licensed sales agent regarding Medicare Advantage, Part D Prescription Drug Plans or Medicare Supplements.
Grab directions for your scheduled appointment
Parking is easy, free and handicap accessible,
and the coffee is fresh.
1500 N Casaloma Dr
Suite 411, Appleton, WI 54913
To only fill out your medication tracking list, click the button below.