Insurance Strategies

At Insurance Strategy, Inc., we take pride in being a family-owned business with over 35 years of experience in the insurance industry. Founded in 1983 by Clayton W. Rooy, our company has grown significantly over the years, and we've maintained our commitment to providing exceptional customer service, expert advice, and personalized attention to our clients.

Our Mission

Our mission is to build long-term client relationships based on mutual trust and commitment to service. We believe that by treating our clients like family, we can provide them with the best possible solutions for their insurance needs. Our goal is to educate our clients and help them make informed decisions about their insurance coverage.

Our Services

At Insurance Strategy, Inc., we offer a wide range of insurance products and services to meet the diverse needs of our clients. These include:

• Individual Coverage: We offer individual life insurance, disability insurance, long-term care insurance, and medical insurance to individuals and their families.
• Group Coverage: We provide group insurance products for companies, including medical, disability, and life insurance benefits for their employees.
• Medicare Markets: We specialize in Medicare Supplements, Advantage plans, and prescription drug coverage for individuals and employers.
• Vision Benefits: We offer vision insurance products, including stand-alone vision plans and integrated vision benefits for employees.
• Long-Term Care: We provide long-term care insurance products to help individuals and families prepare for the possibility of long-term care expenses.

Our Principals

Our principals, Lisa R. Yanak and Leslie C. James, are highly experienced and knowledgeable professionals in the insurance industry. Lisa has been a licensed agent since 1989 and has received numerous certifications and designations, including the Certified in Business Insurance and Life Underwriting Trained Council Fellowship (LUTCF) designations. Leslie has over 30 years of experience in the insurance industry and has received certifications in Medicare sales and ongoing education in the industry.

Our History

Founded by Clayton W. Rooy in 1983, Insurance Strategy, Inc. has a rich history of providing exceptional service to our clients. Clayton, a respected figure in the insurance industry, brought over 40 years of experience to the table. His legacy continues to inspire our team to provide the highest level of service and expertise to our clients.

Our Commitment

At Insurance Strategy, Inc., we're committed to providing personalized service, expert advice, and customized solutions for our clients. We believe that trust is built on relationships, and we're dedicated to building long-term relationships with our clients. Join us on our journey to help you find the right insurance coverage to meet your needs.