Insurance Solutions
Focused on You

Let us help you find the right fit.

Learn about our FOCUS Process

As part of our commitment to helping you solve your needs, we’re proud to offer a wide variety of insurance products and solutions designed to help you protect both you and your family.

 Step 1 – Focus Visit

Getting to know you and
focusing on your goals.

Step 2 – Analysis

We’ll help you examine in-network doctors, prescription drugs, anticipated plan usage and your financial situation.

Step 3 – Solution

We’ll present plans and prices
based on our findings.

Step 4 – Implementation

We’ll help you navigate the finalization process and plan maintenance through the year.

Strategic Plan Visits

After your plan is implemented, we don't stop there. We’ll continue to monitor and meet with you annually to ensure your strategy matches any changes in your household. We look forward to serving you and your insurance needs through the following services.

Services

 

Medicare Supplement, Advantage and Prescription Drug Plans
Individual and Small Group Health Plans
Ancillary and Supplemental Plans
Income Protection Plans

Insurance products are offered through the insurance business McIntosh and Associates. McIntosh and Associates is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by McIntosh and Associates are not subject to Investment Advisor requirements. Our firm is not affiliated with the federal Medicare program or any governmental agency.

Ready to Take The Next Step?

For more information about any of our products and services schedule a meeting today.

Schedule a Meeting

Or give us a call at 989.692.2200