About Us

Welcome to Live Oak Medicare Supplement Brokerage.  We have been providing Life Insurance and Long Term Care, Annuity, and Disability planning to financial advisors across the country for over 12 years.  We have partnerships with some of the largest and leading financials firms in the region and nation.  These relationships have led us to expanding our offerings with Medicare Supplement and Advantage plans due to the high demand for professional help.  We’ve come to realize that our financial advisor partners are in need of an unbiased source of planning, brokerage, and advice.  We are excited to fill that void and ensure that our clients are educated, have access to the top carriers in the industry, and know their options.

Vision

We will strive to provide consumers with the knowledge, options, and protections needed to safeguard their lives and retirements from the ravages of healthcare costs.

Culture

We will maintain our attitude of service, and duty, and honor in our daily interactions and dealings.  We will strive to get to know the client, meet their needs as best as possible, but just as importantly, follow through.  These plans are not static, and we take great pride in maintaining our relationships with clients to keep them educated as plans, offerings, and the business changes.