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I'm James Perez

After having spent many years in the insurance industry, my team and I recognized that there was a disconnect between insurance carriers and their clients. Our goal is to provide you with a high level of care and personalization with all your insurance needs.

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Insurance Tips

Curated articles, videos, and more, for an educated—and insured—you.

Who Does Survivorship Life Insurance Benefit?

Later in life, the pros and cons of different life insurance policies are important considerations for married couples. It's vital to choose a life insurance policy that suits your unique circumstances.

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Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

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What is a Policy?

Do you know what a Policy is?

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Insured at Every Stage: The Golden Years

Taking steps to protect what matters most as you enter retirement can be challenging. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore insurance options.

Meet Our Team

An Independent Agency

Independent means we’re not tied to any one insurance carrier. In other words, we can research rates and coverage options from several top insurance companies to find the best policies for you. We shop and compare to save you time and money.

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