Business Details
43 Years
experience
Your Trusted Insurance Partner in Middleburg Heights, OH
Established in 1983, our agency has built a legacy of trust and personalized service in the insurance industry. We specialize in crafting tailored health, life, and Medicare insurance solutions that meet the evolving needs of individuals and businesses. With over four decades of experience, we prioritize client relationships, treating every customer as part of our extended family. Our team of certified professionals holds advanced designations, including Life Underwriting Trained Council Fellowship and Business Insurance Certification, ensuring expert guidance. As a woman-owned business operating for nearly two decades, we bring unique perspective and dedication to an industry traditionally dominated by men.Our commitment to excellence is reflected in our long-term client partnerships and focus on transparent, ethical practices. We represent 11 top-tier carriers, offering 103 products to provide comprehensive coverage options. Through continuous education and industry engagement, we maintain cutting-edge knowledge of insurance regulations and market trends. Our office provides in-person consultations by appointment, complemented by remote support for client convenience. Every decision we make centers on delivering value, security, and peace of mind to our clients.
Services
Group Health Insurance
Individual Health Insurance
Medicare Planning
Supplemental Insurance Plans
Life Insurance
Vision Insurance
Disability Insurance
Long-Term Care Insurance
Medicare Supplements
Advantage Plans
Details
- Year established: 1983
Highlights and features
- We offer over 40 years of experience in insurance solutions
- Our team provides personalized service treating clients as family
- We maintain advanced industry certifications including LUTCF designation
- As a woman-owned business, we bring unique perspective to client service
- We represent 11 top-tier carriers offering 103 product options
What people say
Experienced professionals
Trustworthy guidance
Knowledgeable staff
Personalized service
Thorough explanations
Services
Group Health Insurance
We design customized group health insurance plans for businesses of all sizes. Our solutions include medical, dental, and vision coverage options that balance employee needs with employer budgets. With access to multiple carriers, we help companies select plans that provide comprehensive benefits while maintaining cost-effectiveness through strategic risk management.
Medicare Planning
Our specialists guide clients through Medicare enrollment and plan selection. We offer comprehensive analysis of Supplement, Advantage, and Prescription Drug Plans to optimize coverage. With expertise in government regulations, we help seniors navigate complex options to find cost-effective solutions that meet their specific healthcare needs.
Life Insurance
We provide term and permanent life insurance solutions for individuals and families. Our offerings include traditional policies and innovative hybrid products combining life coverage with long-term care benefits. We work with top-rated carriers to ensure financial security for beneficiaries while helping clients achieve estate planning objectives through proper policy structuring.
Vision Insurance
Our VSP-certified plans offer comprehensive vision coverage for groups and individuals. Options include annual eye exams, corrective lenses, and preventive care with access to extensive provider networks. We help businesses implement voluntary or fully employer-paid plans that enhance employee benefits packages while maintaining affordability through flexible contribution models.
Long-Term Care Insurance
We offer specialized insurance solutions to cover extended care needs. Our policies address nursing home, assisted living, and in-home care expenses while protecting personal assets. With expertise in hybrid policy structures, we help clients create comprehensive plans that integrate with overall retirement strategies and Medicaid planning considerations.
People
Lisa R. Yanak
President
President and founder with 40+ years in insurance. Certified in Business Insurance (1995) and LUTCF designation (1999). Active NABIP member and licensed Medicare/LTC specialist. Leads with family-focused values and industry expertise.
Leslie C. James
Vice President
Vice President with 30+ years experience. Licensed health/life insurance agent and Medicare-certified specialist. NABIP board member with executive leadership experience. Focuses on client education and personalized insurance solutions for individuals and businesses.
Questions
How do I schedule a consultation?
Contact us at 440-842-9922 or use our online scheduling tool to book in-person or virtual appointments.
What insurance types do you offer?
We provide health, life, Medicare, vision, disability, and long-term care insurance for individuals and businesses.
Are you affiliated with Medicare.gov?
We're independent agents not affiliated with government sites, but we offer authorized Medicare plan comparisons.
Do you serve businesses of all sizes?
Yes, we create customized group insurance solutions for small businesses to large corporations.
How are you different from other agents?
Our 40+ years of experience, advanced certifications, and family-owned approach create personalized client relationships.
