Our Founder
Our team of dedicated professionals specialize in assisting clients to prepare for the unexpected, insuring they are well informed every step of the way.
Customer Service
Life, Disability & Long Term Care Insurance
since 2003
Eric is an independent life insurance agent specializing in long-term care funding solutions including life insurance and annuity hybrids.
Before entering the insurance business in 2003, Eric worked over 20 years in international banking, finance and capital markets. He has an M.A. in International Management from the Monterey Institute of International Studies in Monterey, California and a B.A. in Psychology from the State University of New York at Buffalo.
In the community, Eric was an active board member of the Georgia Chapter of the American Parkinson Disease Association (APDA) from April 2011 to 2019 and served as president from 2014 through October 2017. Eric is also an amateur photographer served as board member (2019-2020) and president of the Roswell Photographic Society (2021).
Eric lived many years in Venezuela and is fully fluent in Spanish.
Our Values
We will never recommend something for you unless we truly believe it is in your best interest.
- Life Insurance
- Health Insurance
- Disability Coverage
- Long-Term Care
Our Vision
Specialized Advisers providing Personalized Solutions. Our experienced team of professionals use state-of-the-art software to respond quickly to your needs.
Whether it's a routine question regarding your account, or a major change requiring an in-depth review of your coverages, you'll receive prompt, personal service.
You are encouraged to use any the information about our various products and services. You can obtain quotes on term life insurance in the privacy of your home.
Get estimates on what different amounts for various terms will cost you. Get information about Long Term Care, health insurance and medicare supplements. Annuities provide guaranteed safety of principal, higher interest, plus the option to participate in the market for potential growth and they have many advantages over bank CDs. Please feel encouraged to call or email us if we can assist you.