Located in Lafayette Indiana Insurance That Fits Your Needs Located in Lafayette Indiana Insurance That Fits Your Needs Located in Lafayette Indiana Insurance That Fits Your Needs Located in Lafayette Indiana Insurance That Fits Your Needs
Located in Lafayette Indiana Insurance That Fits Your Needs
Located in Lafayette Indiana Insurance That Fits Your Needs
Located in Lafayette Indiana Insurance That Fits Your Needs
Located in Lafayette Indiana Insurance That Fits Your Needs

Get To Know Us

Protecting your future

Let us help with all your insurance needs. There is no “one size fits all” when it comes to insurance and retirement planning. Protecting your life and your assets throughout your lifetime life insurance needs change as our responsibilities change, as do our health insurance needs as we grow older. Retirement planning includes 401K, 403b, and many other types of retirement plans, that will need to be rolled over into plans that are insulated from potential market losses and can provide a lifetime of income you cannot outlive. The subject of short-term care or long-term care should also be in your planning and can be surprisingly affordable with creative products now on the market. Our approach is listening to you, suggesting solutions, then letting you decide. We have a large portfolio of available companies and plans so that we can consistently offer you the best value for your dollars.

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Friendly Support

We can help over the phone, in person, or on a video conferance call. We’re here to help and our services are always free!

Online Insurance

We are constantly adding online services to make online quoting and enrollments a snap! Check out our many free options!

What Services We Are

Click a topic for more information

Medicare Insurance

With 21+ years experience working in the Medicare industry, and our large portfolio of products, let us help you sort it all out!

Health Insurance

We have been doing doing ACA enrollments since day one of the ACA roll out. We offer all ACA options as well as, many other non-ACA products.

Retirement Plans

Guaranteed lifetime income, tax-deffered contributions, Protection from market losses, are just some of the many benfits with annuities

Life Insurance

Whether your needs are for Term, Universal Life, or Final Expense insurance, we can offer some of the most competitive products on the market.

and Vision

Preventive services, Basic services, and major services are part of the plans we offer. We have plans in most available networks.


When traveling outside the USA you need supplemental travel health insurance to cover you when your plan stops at the border.

Short and
Long Term
Care Insurance

In home, assisted living, and nursing home coverages are a part of the plans we offer. Let us show you how you can afford some level of coverage for piece of mind.


Statistics show men have a one in two, and women one in three, chance of developing cancer in their lifetimes. Having a separte Cancer plan will help cover many of the non-medical cost of cancer treatment.

Small and Large
Group Insurance

The rising cost of group medical insurance is breaking the backs of many small and large employers seeking to offer coverage to thier employees. We can offer affordable options for many employers.


Years of


Years of

Providing the right information to help make the right decisions.

Having worked in the insurance industry for years I was continually frustrated with the way consumers were treated by both agents and their companies. There was always the assumption that they were incapable of making the decision that would be best for them on their own and they were often pressured into products that may not have been in truly their best interest. I have always found that most people are more than capable of making the right decisions when given all the facts. I believe if I provide the right information making the right decisions just become a matter of “common sense”

Robin Lee

The decision you make concerning healthcare when you sign up for Medicare are ones that will affect the rest of your life. At 68 years of age, I decided to come out of retirement to help seniors, it’s simple as that. Medicare can be overwhelming with so many rules and regulations, as well as the additional coverage to cover the financial gap that Medicare does not. Whether it’s Long-Term Care, Drug Cards, or Final Expense life insurance – I can help. I have been a Medicare participant going on 5 years and I know how it works.

Dennis Davis


Let us help you plan for retirement.

When you are planning for retirement, you’ll have four pieces to your retirement puzzle that are critical to your financial success. We call them “The four pieces to retirement”, contact us to find out more.

We can help with group plans as well as individual plans. Quotes are always free!

Let’s Protect

Your business, life
and much more.

As brokers we are in a position to offer many different companies, and benefit structures, to help save you money while still offering quality health plans to your employees. Contact us for a free consultation and/or quote for your business.

We work with small and midsize employers
Self Funded and Fully- Insured Plans
ICHRA plans available
Group dental, vision, and life options available

What our Clients Say
About Us

We always try to find the products best suited for our clients and at the best value to them. We joy reading the great feedback!

Rhonda Elston

Happy Customer

Robin Lee is very knowledgeable and has a great personality. If you need help finding health insurance Robin is the person to call.

Wrenn Nelson

Happy Customer

Robin Lee is an honest person and a very knowledgeable insurance agent.

Diana Floyd

Happy Customer

Robin really went into detail and helped me pick the plan that was just right for me!

Phil Bosse

Happy Customer

GREAT all the way!!!! Personal approach and VERY, VERY helpful!!! Lady knows her business and ALWAYS has my best interest at heart!!! I would recommend Robin to anyone needing annuity help and Medicare supplement insurance help!!! Very easy to talk to!!!!

Jack Stevens

Happy Customer

Great company, always gives a lot of information so you can get a good company and price. Has saved me a lot of $$$$$

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    34 Executive Drive Ste. C
    Lafayette, IN 47905




    opt 1 – Robin Lee
    opt 2 – Dennis Davis

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