Simplifying Insurance & Investing for Individuals

Don’t Be Caught Snoozing

Whether you have been putting off investing or simply need to ensure you get enrolled before the deadline, you do not want to be caught snoozing on your health or financial security. 

Learn more about our services designed for individuals below. 

A Tailored Process for Your Individual Needs 

We’ve tailored our FND roadmap to meet the unique needs of clients. 

Phase 1

Assess Your Situation & Needs

  • Inventory Current Insurance & Investments 
  • Clarify Needs (Budget, Timeline, Coverage, Retirement Goals) 

Phase 2

Review Options & Select Plans

  • Options Research 
  • Ideal Options Comparison 
  • Final Selection & Execution 

Phase 3

Provide Ongoing Support & Adjustments

  • Annual Reviews 
  • Life Events 
  • World Event

To see an overview of our insurance and investment products, click the link below. 

See Products for Individuals

What Our Clients Are Saying

Jill was very knowledgeable and concise. She eliminated the questions and confusion regarding Medicare and the supplemental options. If you want assistance in any area of healthcare, Jill is the person to talk to.

Jane Doe

Jill at FND insurance are life savers! They have helped me and members of my family navigate the health care exchange. She explained the options available to us, so we could choose the best possible plan to fit our needs and our budget. Jill is very knowledgeable about websites and is able to get things done in a matter of minutes, which took us hours and in some cases days. I can't imagine this process without FND insurance.

Jane DoeDesigner

The health insurance world is a murky place, and Jill allowed my wife and I to navigate its troubled waters with confidence. We ran into some issues as the health insurance world became incredibly complicated, but she was able to get in to the system and solve those issues easily. If you need health insurance, or aren't getting either the results or coverage you want, I highly recommend checking in with Jill.

Jane Doe

Made the process so simple. Couldn't believe it only took 15 minutes! Prior to seeing Jill, I had spent a couple hours trying to navigate the Washington Health Plan Finder. Thank you, Jill!

Jane Doe

FND Products for Individuals

Insurance

  • Health
  • Life
  • Disability
  • Long-Term Care
  • Additional Products: Vision, Dental, Accident, Cancer…
  • Travel

Investments

  • Mutual Funds
  • Annuities

What’s Next?

If you are interested in moving forward, we have created a simple 4-step process to get started with our team.

1

Schedule Appointment

You can chat with an agent now, call our office, or use our online scheduling tool at any time.
2

Assess Your Situation & Needs

Our process begins with a careful listening an fact gathering appointment to get a detailed understanding of your situation and if this seems like a good fit, we will schedule a follow-up call for step 3 below.
3

Review Options & Select Plans

Next, we help you develop a plan and compare it to what you currently have. If you agree we will assist you with putting that plan in place.
4

Experience Peace of Mind & Get Support When Needed

Once you have a plan in place, we will continue to be available for support and at a minimum, we will meet yearly to make any adjustments and ensure your insurance and/or investments are meeting your needs.