Get In Touch

How can we help you (please choose one)
How can we help you (please choose one)
I need MEDICARE insurance assistance
I need INDIVIDUAL insurance assistance
I need GROUP insurance assistance

ADDRESS:

412 Jefferson Pkwy

Suite 203

Lake Oswego OR, 97035


OPEN HOURS:

9:00am - 4:00pm


PHONE NUMBERS:

(971) 413-7132 x200

HOW TO BE PERFECTLY PREPARED!

What should I bring to my appointment?


GROUP INSURANCE

GROUP PLANS- Size up, Set up, or Tune up

Are you sizing up if group insurance is something you can consider offering to your employees? Maybe you're ready to roll out benefits and need to make final decisions on choices and set up a time for us to present those options to your employees. Or, maybe, you're been offering group benefits and need to make some adjustments. We're ready for you!

Please bring with you to your appointment:

  • If you've previously had group insurance, bring the name of your previous insurance carrier.
  • A completed census form-- Download the form here!