About Us

Finding Inspiration in Every Turn

Welcome to SWAN Insurance Group, where expertise meets empathy and excellence.

With over 100+ years of combined experience in the insurance industry, we've seen it all—the good, the bad, and the ugly. Our seasoned team understands the intricacies of insurance inside and out, enabling us to identify opportunities, educate our clients, and design customized solutions that align with their goals.

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At SWAN, we live by the Platinum Rule—putting our clients' needs ahead of our own and communicating with genuine empathy. We believe in creating epic engagement experiences for both advisors and clients alike.

Here's what sets us apart:

1. Comprehensive Approach: We go beyond the basics to identify and address additional insurance and annuity needs within our clients' financial landscapes.

2. Tailored Strategies: Our team develops case-specific strategies to amplify results and foster long-term client relationships.

3. Bespoke Solutions: We create tailored insurance and annuity plans, customizing every aspect to suit the unique needs and preferences of each client.

4. Streamlined Process: Our end-to-end process ensures efficiency and client satisfaction throughout the insurance planning journey.

5. Education and Personalization: We prioritize educating our clients about their insurance options, facilitating intake processes, and designing personalized solutions that truly meet their needs.

6. Continuous Engagement: We emphasize the importance of periodic/annual reviews and continuous client engagement to ensure sustained financial security.

At SWAN Insurance Group, we're more than just insurance providers—we're trusted partners committed to your financial well-being. Join us on the journey to financial peace of mind.