PERSONALIZED INSURANCE ROADMAP

Health insurance decisions shouldn’t feel like a gamble.

If you’re uninsured, underinsured, or unsure your current coverage actually protects you, this service helps you replace guessing with clarity — before mistakes become expensive.

The Personalized Insurance Navigation service provides written, independent guidance based on your situation, not generic advice or sales incentives.

What This Service Does

After you complete a short, guided intake, your information is reviewed and translated into a Personalized Insurance Roadmap that helps you:

• Understand which insurance paths may realistically apply to you

• Identify key tradeoffs and potential coverage gaps

• Know what to watch for before choosing or changing coverage

• Move forward with clear next steps — without pressure

This is not insurance sales, and no enrollment is required.

What You’ll Receive

• Personalized Insurance Roadmap
  Written guidance tailored to your household, needs, and concerns.

• Insurance Paths Explained
  Clear insight into which coverage directions may apply to your situation.

• Coverage Gaps & Tradeoffs Identified
  Know what to be cautious about before problems show up.

• Scripts & Clear Next Steps
  Practical guidance on what to do next — and what to avoid.

All guidance is delivered in writing so you can review it at your own pace.

What This Is Not

• Not insurance sales

• Not plan or carrier recommendations

• Not enrollment assistance

• Not a phone call (unless you choose to add one later)

You stay in control of every decision.

What to Expect

• Complete a short intake after purchase

• Receive your personalized insurance roadmap by email within 1–2 business days

• Review everything on your own schedule

If your situation later feels complex or you want to talk it through live, a 1-on-1 session is available — but never required.

Who This Is For

This service is for people who want clarity before commitment and guidance without pressure.

If you’re looking for someone to tell you exactly which plan to buy, this isn’t that.
If you want to understand your options clearly and move forward with confidence, you’re in the right place.