When you thrive, we thrive.
Using our expertise in succession and commission continuation, we help health insurance agents as they near retirement. We assume a role as servicing broker on employee benefits, group, individual, family, and other insurance enhancement products, allowing the writing broker to step away with confidence and retire with peace of mind.
CLU, DIF
Craig Gussin | President
Craig Gussin is a skilled insurance and financial services professional. He has earned an advanced degree as a Charter Life Underwriter from Pennsylvania’s Bryn Mawr College and certifications in advanced business and estate planning. Craig holds leadership positions in numerous industry groups and frequently writes and speaks about insurance-related issues.
CLTC
Cassie Shores | Vice President
Cassie Shores brings exceptional customer service, business management, and insurance expertise to her clients. She ensures they are well taken care of, strategizing with business owners, making HR's job easier, and using education and counseling along the way. Cassie received a bachelor’s degree from UC San Diego and has been a long-time member of The National Association of Health Underwriters (NAHU).