Your Trusted Local Life Insurance & Medicare Advisor in
Eden Prairie, MN
Eden Prairie, MN
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Welcome to Eden Prairie, a community consistently ranked among the best places to live in the Twin Cities. With a median household income exceeding $127,000 and a highly professional workforce, residents here demand sophisticated financial planning that matches their success.
Whether you’re a professional working at C.H. Robinson or Starkey Hearing Technologies, a retiree enjoying a walk through Purgatory Creek Park, or a family settling near the Eden Prairie Center, you deserve a strategy that protects your high-value life and assets.
As a local, independent agency, we specialize in tailored life insurance and Medicare solutions designed for the unique needs of this exceptional community.
Schedule your complimentary, no-pressure consultation with a local Eden Prairie advisor today.
Eden Prairie’s successful residents have complex needs that go beyond standard insurance. Our approach focuses on strategies that protect your assets, secure your family’s future, and ensure your financial legacy is preserved.
We work with high-net-worth individuals and professionals to craft strategies that safeguard your wealth, taking into account the area's high median housing value and professional careers.
Executive & Key-Man Coverage: Specialized policies designed for business owners and executives to protect the value of local ventures.
Income Replacement for High Earners: Policies designed to fully replace the high household income, ensuring your family maintains their lifestyle and education goals.
Tax-Efficient Wealth Transfer: Utilizing permanent life insurance (like Whole Life or Universal Life) as a core tool for generational wealth management and estate planning.
Mortgage Protection: Securing your home and family, whether you live near Staring Lake Park or Bryant Lake Regional Park.
With over 16% of the population aged 65 or older, navigating Medicare options is a critical part of financial peace for many of your neighbors. We are an independent Medicare broker, meaning we work for you, not any single insurance company.
We cut through the complexity of Parts A, B, C, and D to help you choose the plan that offers the best coverage for your health needs and budget.
Medicare Advantage (Part C): We review local network options, including popular plans from health services companies based right here in the Twin Cities area, ensuring you get maximum value and extra benefits (vision, dental, prescription drug coverage).
Medicare Supplement (Medigap): For those who prefer maximum flexibility, we find Medigap plans that cover the deductibles, copayments, and coinsurance left over by Original Medicare.
Annual Enrollment Period (AEP) Support: Every year, we help you review your current plan to ensure it remains the best fit, saving you time and money.
We understand the stability and future-focus that defines Eden Prairie. We offer flexible, no-pressure consultations—meeting you at your home, our office, or virtually—to make the process as easy as possible.
Let us handle the complexity of your insurance needs so you can enjoy what matters most: spending time with family, hitting the trails, or simply relaxing in this exceptional Twin Cities suburb.
Call us to speak directly with an Eden Prairie advisor or request a call back: