Business Details
31 Years
experience
Trusted Insurance & Financial Solutions for Seniors in Glenview, IL
Since our founding in 1995, we have dedicated ourselves to addressing the unique needs of seniors through comprehensive insurance and financial solutions. As a subsidiary of Guarantee Trust Life Insurance Company, a trusted name since 1936, we leverage decades of industry expertise to provide personalized guidance in health, life, and retirement planning. Our team collaborates with top-tier insurance carriers to offer seniors access to a diverse range of products tailored to their specific needs.We prioritize empowering clients with unbiased, research-based information to make informed decisions about their futures. Our commitment to excellence extends to supporting our agents with advanced tools, training, and opportunities for professional growth, ensuring they deliver exceptional service to every client.
Services
Health Insurance
Life Insurance
Retirement Planning
Medicare Solutions
Annuities
Details
- Year established: 1995
Highlights and features
- We have over 25 years of experience serving seniors' insurance needs.
- Our partnership with top insurance carriers ensures diverse coverage options.
- Personalized guidance for health, life, and retirement planning.
- Comprehensive support for agents to maximize client success.
- Commitment to transparency and client satisfaction.
What people say
Personalized support
Agent success focus
Clear explanations
Timely assistance
Tailored solutions
Services
Health Insurance
We provide tailored health insurance solutions for seniors, including Medicare plans, ACA-compliant individual policies, and employer-sponsored coverage. Our offerings address deductibles, coinsurance, and out-of-pocket expenses, ensuring comprehensive protection. By simplifying complex options, we help clients select plans that align with their health needs and budget.
Life Insurance
Our life insurance products include final expense, whole life, universal life, and term policies designed to alleviate financial burdens after loss. With coverage options starting at $10,000, we help seniors secure their families' futures through affordable premiums and flexible terms tailored to individual circumstances.
Retirement Planning
We offer annuities and retirement strategies to create guaranteed income streams, protecting against longevity risks. Our tax-deferred, fixed, and equity-indexed annuities provide stability and flexibility, enabling clients to build a secure financial foundation for their later years through personalized planning.
Medicare Solutions
Our Medicare-focused plans include supplemental coverage and ACA-compliant options to address gaps in government programs. We guide clients through enrollment, compare available plans, and ensure they understand benefits and limitations, optimizing their healthcare access and affordability.
Annuities
We specialize in fixed and equity-indexed annuities that provide predictable income during retirement. These products offer tax advantages and protection against market volatility, helping clients maintain financial stability while meeting long-term care and lifestyle needs.
People
Patrick Poynter
President
Patrick leads our strategic vision, leveraging decades of experience in senior market insurance to drive growth and innovation. He focuses on expanding distribution networks and developing agent success programs.
Dave Ermlick
Director of Investments & Financial Planning
Dave oversees investment strategies and financial planning initiatives, ensuring clients receive expert guidance on retirement products. His expertise in market education supports agents in delivering tailored solutions.
Questions
What insurance products do you specialize in for seniors?
We specialize in health, life, and retirement insurance, including Medicare solutions, annuities, and final expense policies tailored to seniors' needs.
How do you help seniors choose insurance plans?
We provide unbiased comparisons, explain coverage details, and match clients with plans based on their health, budget, and long-term goals.
Can I get help with Medicare enrollment?
Yes, we guide seniors through Medicare options, supplemental plans, and enrollment processes to ensure comprehensive coverage.
Do you offer retirement planning services?
Yes, we provide annuities and retirement strategies to create guaranteed income streams and protect against longevity risks.
