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Alliance Insurance & Consulting history and highlights

Alliance Insurance & Consulting

history and highlights

What began in 2005 as a side service at a financial planning firm has evolved into a specialized consulting firm incentivized by results, not product sales and commission. We love what we do and we look forward to coming to work for our clients each and every day.

The Beginning

As a representative at a financial services firm, Matt Jantzen saw a lack of sound advice in the area of health insurance and Medicare coverage.  His clients and the clients of his colleagues were having trouble getting the guidance they needed in this specific area.   He accepted the challenge and began studying and educating himself so that he could help provide this advice for his firm and more importantly the individuals and families that needed the help.

The Founding

After several years of advising clients on a pro-bono basis, Matt realized that advising individuals and families specifically on health insurance and Medicare coverage was his calling.   He founded Alliance Health Insurance Agency in 2009.  Alliance Health Insurance Agency began as a traditional health and Medicare insurance agency providing advice and selling health and Medicare insurance products to individuals and small groups.

Industry Changes

The landscape of Health Insurance and Medicare has changed significantly over the years, primarily with the enactment of ACA (Obamacare) in 2014. As the governments role in health coverage has increased, the needs of individuals shifted significantly from that of an insurance need, to one of a more strategic approach to a healthcare plan.
The needs of the individual health insurance and Medicare market have become much more than an insurance product purchase. It is now about financial risk management both in medical and premium cost. It's become about incorporating state and Federal programs with you health coverage AND care (not just for the "low income" anymore).
It's also become a financial and tax planning issue both during the enrollment process and while filing tax returns. For Medicare recipients, a simple medicare supplement or advantage plan is just a fraction of the planning that needs to be done. Most of the work that needs to be done, and that should be done results in little to no commission. These circumstance bring about a natural conflict of interest that is unique to the individual health insurance and Medicare markets.
With many solutions to an individuals needs being in the realm of a "non-commissionable product", the traditional Individual health and Medicare agent has a tough choice to make... Make recommendations, assist, and service clients that may not earn them any commission, or focus on the products that pay them the most money. Unfortunately, even the most ethical of agents (including myself) would struggle with this choice.

The New Model

It's for these reasons that we feel THE ONLY WAY THAT AN INDIVIDUAL, FAMILY, OR TRANSITIONING EMPLOYEE CAN GET THE THE BEST HEALTH COVERAGE ADVICE FOR THEIR SPECIFIC SITUATION IS FROM A "NON-COMMISSION BASED" HEALTH COVERAGE CONSULTANT OR ADVISOR. It liberates the consultant to become a true advocate for the individual.

In May of 2016, Alliance Health Insurance Agency incorporated the fee based model and became ALLIANCE INSURANCE AND CONSULTING. We began to charge a fee for our service. Unsure of how the market would react to this, we felt it was the best way to enable us to give the best, most comprehensive advice and guidance along with the implementation and service that our clients needed. As it turned out, the market loves it, and still does to this day!

Coverage Advisor

CoverageAdvisor Is A Health Coverage Consulting & Advisory Platform For Transitioning And Medicare Eligible Employees. CoverageAdvisor delivers FREE live, one-on-one guidance and advice to individuals, families and transitioning employees... THAT'S RIGHT, WE'VE TAKEN THE "FEE" OUT OF FEE BASED. It's a partnership with employers, agents, advisors, and other administrators that allows them to effortlessly incorporate and operate an individual health and Medicare "wing" in their business... WITHOUT DOING ANY OF THE WORK... AND WITHOUT CHARGING A FEE to the individuals that we strive to help!
"They listen to our needs, present options and then execute a plan that meets our needs in a cost effective manner. They have saved us thousands of dollars in the cost of premiums and prescription drugs while identifying a plan that is tailored to our needs."
"We were familiar with insurance provided through employment (and I had been involved with group insurance purchase for the firm where I worked). It was clear we were not prepared for the constant changes and confusion of the private insurance market. We needed an expert that would represent us."

SCHEDULE NOW

We're Advisors, Not Sales people

Schedule a call with an expert health coverage consultant today!

During your consultation, we will:
  • LISTEN to your situation: Understanding your situation will be the primary focus of our meeting.
  • ANALYZE your options: We help you understand and compare your coverage options.
  • DEVELOP your strategy: We help you develop a coverage plan that is right for you and your family.
  • GUIDE you through the process: We help you cut through the red tape and expedite the process.
(All in about 30 minutes!...)
STATEMENT OF CONSULTING:  We WILL NOT try to sell you insurance!  That's right, we're not salespeople. We're expert individual & employee advocates that work for the best interest of you and your family  We are experienced and trained in helping individuals & employees evaluate their coverage options during a transition period which include individuals, departing employees, Medicare eligible employees, new employees, and retiring employees.  Our consulting services include health insurance, Medicare, COBRA, and alternative health coverage options.  We do not receive commission or incentives from any insurance company or organization of the like.  We are a fee-based consulting firm contracted by you or your employer to provide individuals & employees with expert advice based on their personal circumstances and situation.  

Get Expert Help Now!  Schedule Your Consultation Today...

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