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Advisor Insurance Resource is a firm committed to providing expert advice and service on disability, life and long-term care insurance policies. Our mission is to provide fast, accurate and knowledgeable solutions to meet financial planning objectives. We provide custom, multi-company comparisons showing the most competitive options within 48-hours of a quote request being received.
We have experience working with attorneys, business owners, consultants, dentists, executives, financial advisors, physicians, surgeons, retirees and top sales people. We take the time to explain the advantages and disadvantages of available options and aid in the policy selection and implementation process. Our continued service will keep both financial professionals and their clients up to date on the status of the policy and newly available options that may increase coverage and/or reduce costs.
Your family should never
be at financial risk
“Bob has surpassed expectations in our experience in working with him. He has been proactive in anticipating challenges and is great at follow-up. I don’t think they come any better than Bob! I would recommend him without reservation.”
~Virginia Z., CFP, UT
“Bob is a valuable and trusted resource. I always receive positive feedback from my clients that he has worked with.”
~Jeremy P., CFP, NJ
“Bob’s process is very smooth. He is quick to provide quotes and is helpful regarding any questions that I or the clients may have.”
~Danielle R., CFP, NJ
Client Survey Response:
– Rated excellent overall in categories of service provided to clients, variety of products and companies offered, and promptness of communication. CA Physician, Disability Insurance Client
We assure your family
is well protected
In the Media
“Why Clients Benefit From Through Reviews of Insurance Coverage” NAPFA Advisor August 2013.
Ashford, Kate. “10 Bad Money Habits and How to Break Them.” Woman’s Day March 2012. Available View
“What’s Going On In Insurance Today: A Panel Discussion” NAPFA Advisor March 2012.
DeMasters, Karen. “Long-Term Scares.” Financial Advisor March 2012. View.
Ashford, Kate. “Do One Thing: Buy Disability Insurance.” Bundle 18 April 2011. View.
Patterson, Dave and Preston, Eric. “More News on Long-Term Care Insurance.” The Oakland Press Blogs: Your Money 15 February 2011. View.
Bob Gertie. “Long-Term Care Insurance Is a Good Idea…Now What?” NAPFA Advisor April 2011.
Eric Tyson, and Bob Carlson. Personal Finance For Seniors For Dummies. Hoboken, NJ: Wiley Publishing, Inc., 2010. View
Jucha, Lisa. “The Financial Fix.” Money June 2010.
Balliet, Gene CHBC. “The Stark Truth About Life Insurance.” The Gene Balliett Monthly Report May 2010.
McCarthy, Ed. “Managing TLCI Objections.” Senior Market Advisor September 2009 View
Allowing you to enjoy life's passions
without financial worry