Where We Invest Your Money

Below is a partial list of the 40 plus companies where we invest your money. Each company has a unique area of expertise/niche where they excel in certain specific products versus other companies. You will recognize many of the companies and all have A or B+ ratings by AM Best Company, which provides financial ratings for the insurance industry.

STRATEGIC PARTNERSHIP

I have a strategic relationship and partnership with Unkefer & Associates of Phoenix, Arizona.

What does Unkefer & Associates do for you?

• Unkefer & Associates has a team of professionals that I work with whose sole purpose is to investigate and analyze each case to ensure that we have developed and executed the best plan to accomplish and achieve your goals.
• Unkefer & Associates has a specific team that keeps me updated on all carrier current products, changes, and apprised of new products and information.
• Unkefer and Associates has a relationship with all the carriers listed and can assist me with any questions the carriers have in regard to our submissions.

Partnering with Unkefer & Associates is another way I am able to provide you with the best client services available and ensure our success.

Schedule a Complimentary One Hour Appointment