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About Us

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.


“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

In The Media

Foss, Kimberly “7 Ways Women Can Cut The Cost Of Long-Term Care Insurance”, Forbes January 2017 View

“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

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