Benefits for Individuals

Prepare for your future, the unexpected, and everything in between.

Whether you’re self-employed, retired, or just looking for what’s best for you and your family, we’ll help you tailor a plan to fit your needs.

Insurance Planning

Selecting individual health insurance is an important decision, but doesn’t necessarily have to be difficult. Your healthcare needs and preferences will dictate the type of plan that is best for you and your family. With our comprehensive network of reputable insurers, we can tailor a benefits package to fit your needs.

Meet our Insurance Experts

Benefits Offered
  • Health Insurance
  • Dental
  • Vision
  • Life Insurance
  • Disability (Short Term & Long Term)
  • Medicare Supplements
Our Partners
  • Medica
  • Sanford Health Plan
  • UnitedHealthCare

Retirement Planning

Whether you are planning for the future or already enjoying retirement, we’re here to help. With our guidance, we’ll develop a plan that’s sustainable and personalized for your specific needs.

Meet with our Wealth Experts

Health Savings
Accounts (HSA)

When combined with a High Deductible Health Plan (HDHP), an individual Choice Health Savings Account (HSA) can make your healthcare costs more affordable while reducing your income tax liability. Best of all, we make the process simple.

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