Business Details
10 Years
experience
Your Trusted Insurance Advisor for Life, Disability, and LTC Coverage
Advisor Insurance Resource is a dedicated firm specializing in disability, life, and long-term care insurance solutions. Our mission focuses on delivering fast, accurate, and knowledgeable financial planning services through custom, multi-company comparisons completed within 48 hours of quote requests. With extensive experience serving professionals including attorneys, business owners, financial advisors, and medical practitioners, we prioritize transparent communication and comprehensive education about policy options.Our team takes time to explain advantages and disadvantages of available products while maintaining ongoing support to keep clients informed about policy status and emerging coverage opportunities. Client testimonials consistently highlight our proactive approach, smooth processes, and exceptional follow-through as key differentiators in our service delivery.
Services
Life Insurance
Disability Insurance
Long-Term Care Insurance
Annuities
Home Insurance
Auto Insurance
Umbrella Insurance
Business Owners Policy
Details
- Year established: 2016
Highlights and features
- We offer 48-hour custom multi-company insurance comparisons
- Our team serves specialized professionals including attorneys and medical practitioners
- We provide transparent explanations of policy advantages and limitations
- Continued policy status updates and coverage option monitoring
- Proven track record with positive client testimonials from CFPs nationwide
What people say
Proactive in anticipating challenges
Valuable and trusted resource
Smooth process
Quick to provide quotes
Positive feedback
Services
Life Insurance
We offer comprehensive life insurance solutions including term and permanent policies to protect your family's financial security. Our expert advisors help determine appropriate coverage amounts based on income replacement needs, debt obligations, and future financial goals. We provide detailed comparisons across multiple carriers to ensure competitive pricing and optimal policy features.
Disability Insurance
Our disability insurance services protect your earning potential with policies covering 50-70% of income during disability periods. We specialize in customized solutions with flexible elimination periods, benefit durations, and occupation-specific coverage options for professionals across various industries.
Long-Term Care Insurance
We provide long-term care insurance solutions addressing assisted living, home care, and facility-based services. Our policies help protect assets from nursing home costs while maintaining independence in care decisions, with options covering cognitive impairments and chronic conditions.
Annuities
Our annuity solutions offer tax-deferred growth and guaranteed lifetime income options. We provide fixed, variable, and indexed annuity products with flexible payout structures, including systematic withdrawals and annuitization options tailored to retirement planning needs.
Business Owners Policy
We deliver comprehensive business insurance packages protecting commercial assets and operations. Our BOP solutions combine property, liability, and business interruption coverage with specialized options for unique industry risks and professional liability requirements.
People
Bob Gertie
Insurance Advisor
Bob Gertie specializes in life, disability, and long-term care insurance with a focus on personalized client service. He consistently receives top ratings in client surveys for prompt communication and policy expertise.
Debbie Gertie
Insurance Advisor
Debbie Gertie focuses on property and casualty insurance solutions including auto, home, and commercial coverage. She provides comprehensive risk management advice to individual and business clients.
Questions
What types of insurance products do you specialize in?
We specialize in life insurance, disability insurance, long-term care insurance, annuities, and business owners policies. Our expertise covers both personal and commercial insurance solutions.
How quickly can I expect to receive insurance comparisons?
We deliver custom multi-company comparisons within 48 hours of receiving completed quote requests, with options for expedited service through direct phone consultations.
Do you work with independent professionals and business owners?
Yes, we specialize in serving attorneys, financial advisors, medical practitioners, and business owners, providing tailored insurance solutions that address unique professional requirements.
What sets your insurance service apart from competitors?
Our differentiators include transparent policy explanations, ongoing coverage monitoring, and personalized service from experienced professionals consistently rated 'excellent' in client surveys.
Can you help with complex insurance needs like estate planning?
Yes, our team provides guidance on advanced insurance applications including estate protection, legacy planning, and business succession strategies through appropriate policy structures.
Do you offer group insurance solutions for businesses?
We provide business owners policies and commercial insurance solutions, including group disability and life insurance options tailored to company-specific needs and employee demographics.
