Protection for Every Stage in Life.
I've been providing no-cost personalized advice and competitively priced solutions in Medicare, Life Insurance and related products for over 15 years.
You've worked hard your entire life to protect and prepare yourself and your loved ones. Don't risk letting a sudden and unexpected health risk take it all away.
Let me help you find the protection and peace of mind you deserve, without overpaying.
Let's Start the Conversation
I'm here to answer your questions.
We're not all the Same.
I represent your best interests, not an Insurance Company's. Distinguished from the traditional "Insurance Agent", with years of formal and industry specific education including a Masters in Business Administration (MBA), Chartered Life Underwriter (CLU), Fellow of Life Insurance Management Institution (FLMI) - accreditations reserved for the select few. Furthermore, as someone who is mid-career, I can ensure ongoing support and my vibrant energy guarantees I'll be there for the long term, providing reliability and peace of mind for decades to come.
Transparency Matters
Earning your trust through transparency. There's never a cost for my services - whether you purchase a product or are just seeking advice. You won't even pay more for any products, regardless if I assist you in the process versus you purchasing directly from the insurance company. But what you do get is a local, personal advisor who understands and represents your individual needs - versus the interests of the insurance company. Talk about value! How do I make money? I am compensated directly from the insurance company in the form of a commission - but only in the case where I help facilitate a suitable purchase of a product. But don't you deserve to have personalized service and attention? As a personal client, you have many rights to expect from my practice and service.
How We'll Work Together
As a young professional in the post-pandemic environment, I conduct business unlike a traditional "insurance agent". Gone are the pushy sales tactics, stuffy suits and ties or meetings at your kitchen table. Rather, we'll meet virtually via:
Video Conference and Phone;
Email; and
Electronic signatures, when needed
I'm all about meeting you where you want to be met - conducting business by your preferred method and saving you time.
Services
Experience You Can Trust
Insurance Planning
There are many online calculators, articles, and known personalities for research. Insurance can be used to help protect your family or business from an unexpected loss, but it can also provide living benefits and a tax-advantaged solution to many concerns. Don't get lost or overwhelmed. I can offer tailored advice and guidance with solutions for your specific needs.
Guidance Through the Process
Insurance can become overwhelming and complicated. A decision not to be made lightly, since you'll likely own the product for decades to come - it helps to have help along the way. There are hundreds of companies, and infinite products to choose from. I will walk you through every step of the process, ensuring a smooth and stress free experience.
1 on 1 Support
My expertise and support does not end at the purchase of a product. In fact, it only begins. I'm your guru on insurance for life. Helping to support your needs and goals as they change along the way.
What People Are Saying
Ross C.
"Cody is a detail-oriented financial consultant in the insurance industry. His deep knowledge of the financial products he represents allows him to put together the right products and services for your individual needs. He knows how to get the best results for his clients."
Christine H.
“Cody is an extremely knowledgeable, dynamic individual. He is confident and takes great pride in his work.”
Bill H.
“Cody got me a great deal on insurance for my personal needs as a freelancer. It's been a smooth and painless experience with my account.”
Let's Start the Conversation
I'm here to answer your questions.
We do not offer every available plan in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. By contacting Insurance of the Carolinas, you are connecting to a licensed insurance agent certified to sell insurance products. NOT AFFILIATED WITH OR ENDORSED BY THE GOVERNMENT OR FEDERAL MEDICARE PROGRAM. CALLING THE NUMBER ABOVE WILL DIRECT YOU TO A LICENSED INSURANCE AGENT.