Business Details
10 Years
experience
Expert Insurance Solutions for Life & Financial Security
Advisor Insurance Resource is committed to delivering expert insurance advice and tailored solutions for disability, life, and long-term care insurance policies. With a mission to provide fast, accurate, and knowledgeable financial planning services, we specialize in multi-company comparisons, offering competitive options within 48 hours of quote requests. Our team collaborates with professionals across industries, including attorneys, business owners, financial advisors, and healthcare providers, ensuring comprehensive policy explanations and seamless implementation.We prioritize client education, transparent communication, and ongoing policy updates to align with evolving needs and market advancements. Our dedication to excellence is reflected in client testimonials praising our proactive approach, reliability, and exceptional service. Headquartered in Englewood, Colorado, we serve clients nationwide, combining local expertise with national resources to safeguard families and financial legacies.
Services
Life Insurance
Disability Insurance
Long-Term Care Insurance
Annuities
Trust Owned Life Insurance
Details
- Year established: 2016
Highlights and features
- We deliver multi-company comparisons with competitive options within 48 hours
- Our team collaborates with industry professionals across legal, financial, and healthcare sectors
- We prioritize transparent policy explanations and implementation support
- Ongoing service updates keep clients informed about policy status and new options
- Testimonials highlight our proactive approach and exceptional client satisfaction
What people say
Proactive in anticipating challenges
Smooth process and quick quotes
Valuable and trusted resource
Excellent communication promptness
Comprehensive product variety
Services
Life Insurance
We provide comprehensive life insurance solutions to protect dependents and preserve financial legacies. Our services include term and permanent policy comparisons, coverage amount analysis, and policy implementation. Clients benefit from expert guidance on death benefits, tax implications, and policy riders tailored to individual needs.
Disability Insurance
Our disability insurance services safeguard earning potential through customized coverage analysis. We offer policy comparisons, benefit period evaluations, and specialized options like own-occupation coverage. Clients receive detailed explanations about elimination periods, residual benefits, and tax considerations for comprehensive financial security.
Long-Term Care Insurance
We specialize in long-term care insurance solutions addressing assisted living, home care, and nursing facility needs. Our services include coverage eligibility assessments, policy comparisons, and education about Medicaid limitations. Clients gain clarity on benefit periods, pre-existing condition exclusions, and hybrid policy options.
Annuities
Our annuity services focus on tax-deferred growth and guaranteed income strategies. We offer fixed, variable, and indexed annuity comparisons with detailed breakdowns of surrender charges, distribution phases, and market risk factors. Clients receive personalized recommendations aligned with retirement goals and risk tolerance levels.
Trust Owned Life Insurance
We provide specialized trust-owned life insurance reviews and policy enhancement services. Our offerings include cash value analysis, market comparisons, and fiduciary compliance documentation. Clients benefit from detailed reports meeting Uniform Prudent Investor Act requirements and policy optimization recommendations.
People
Bob Gertie
Life, Disability, LTC and Annuities Specialist
Insurance expert with extensive experience in life, disability, and long-term care insurance. Provides customized solutions for individuals and businesses, focusing on comprehensive financial protection strategies.
Debbie Gertie
Auto, Home, Liability, Commercial Insurance Specialist
Specializes in property and casualty insurance solutions, delivering tailored coverage options for personal and commercial clients with a focus on risk management and asset protection.
Questions
What types of insurance policies do you specialize in?
We specialize in life insurance, disability insurance, long-term care insurance, annuities, and trust-owned life insurance policies.
How quickly can I receive insurance quotes?
We provide multi-company comparisons with competitive options within 48 business hours of receiving completed quote requests.
Do you work with financial professionals?
Yes, we collaborate with attorneys, accountants, and financial advisors to deliver integrated insurance solutions for their clients.
Can you help with existing policy reviews?
We offer comprehensive policy reviews including cash value analysis, market comparisons, and optimization recommendations for existing coverage.
Are your services available nationwide?
Yes, while based in Colorado, we provide insurance solutions and advisory services to clients across all 50 states.
How do insurance policy tax implications work?
Policy tax treatment varies by type - we provide detailed explanations about premium deductibility, benefit taxation, and estate planning considerations.
