Business Details
14 Years
experience
Your Trusted Insurance Partner in Parrish, FL
At Safeguard Assurance, we specialize in providing comprehensive insurance solutions tailored to meet the unique needs of individuals and businesses. With a focus on education and personalized service, we guide clients through complex insurance options including health, life, annuities, and small business coverage. Our team prioritizes transparency, client satisfaction, and long-term relationships, ensuring clients receive products aligned with their financial goals and protection needs. Backed by decades of combined industry experience, we serve communities across Florida with integrity and expertise. 
Services
Health Insurance
Life Insurance
Annuities
Small Business Insurance
Group Benefits
Medicare Solutions
Long-Term Care
Dental Plans
Disability Insurance
Details
- Year established: 2012
Highlights and features
- We offer personalized insurance education tailored to individual and business needs
- Our team has decades of combined experience in health, life, and annuity products
- We serve local communities across Florida with in-depth market knowledge
- We prioritize transparent communication and no hidden fees
- Our client-centric approach includes free consultations and ongoing support
What people say
Exceptional adviser
Wonderful customer service
Highly recommend
Very knowledgeable
Great help
Services
Health Insurance
We provide comprehensive health insurance solutions for individuals and families, including Medicare supplements, short-term medical plans, and prescription drug coverage. Our experts help clients navigate options like PPOs, HMOs, and ACA-compliant plans while focusing on cost-effective solutions. With access to major carriers, we ensure clients receive coverage matching their healthcare needs and budget requirements.
Life Insurance
Our life insurance offerings include term, whole life, and final expense policies designed to protect loved ones financially. We explain complex products like indexed universal life and guaranteed universal life while helping clients choose appropriate coverage amounts. Whether for income replacement or legacy planning, our agents ensure policies align with clients' long-term financial goals and family needs.
Annuities
We offer various annuity products including immediate, deferred, fixed, and equity-indexed options to create guaranteed income streams. Our specialists explain tax-deferred growth benefits and help clients evaluate annuities as alternatives to traditional retirement investments. We focus on matching annuity features with clients' risk tolerance and retirement timelines.
Small Business Insurance
Our small business solutions include health plans, key person insurance, and buy/sell agreements tailored to company size and structure. We help owners evaluate level-funded plans for 10+ employees and voluntary benefits for smaller groups. Our approach balances compliance requirements with cost-effective coverage that protects both business assets and employee welfare.
Group Benefits
We design group health and voluntary benefit packages for businesses with 2-50 employees, including dental, vision, and critical illness plans. Our specialists explain fully funded versus level-funded options while helping employers create competitive benefits packages that improve employee retention without compromising financial stability.
People
Dave Cook
Managing Partner
With automotive engineering background and franchise management experience, Dave transitioned to insurance in 2012 after recognizing its potential to help people while aligning with his financial philosophy. He focuses on simplifying complex insurance products and building systems that prioritize client education and agent development.
Dawn Cook
Managing Partner
Former CPA Dawn combines financial expertise with insurance specialization, emphasizing client relationship-building and educational approach. With 20+ years in financial services, she helps clients understand insurance options while applying financial literacy principles to long-term protection strategies.
Questions
What insurance products does Safeguard Assurance specialize in?
We specialize in health, life, annuities, small business insurance, and group benefits with particular expertise in Medicare solutions and retirement income planning.
Do you offer free insurance consultations?
Yes, we provide complimentary assessments to help clients understand their insurance options without obligation.
How do you help small business owners?
We offer tailored solutions including level-funded plans, key person insurance, and employee benefits packages designed for businesses with 2-50 employees.
What areas do you serve?
We serve clients throughout Florida including Parrish, Bradenton, Sarasota, St. Pete, and Naples areas.
Can you help with Medicare enrollment?
Yes, we provide comprehensive Medicare guidance including plan comparisons, enrollment assistance, and mymedicare.gov account setup.
What makes Safeguard Assurance different?
We combine technical expertise with personalized education, focusing on long-term relationships rather than sales-driven approaches.
