Not sure where to start? Just ask Ava. She’Il guide you step-by-step.
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Who This Is Designed For
You’re earning but planning ahead. You may need clarity onincome, IULs, Medicare eligibility, or life insurance optimization.
You want confirmation your Medicare, drug plan, or income strategy is aligned and efficient —and that nothing critical has been overlooked.
You're assisting a parent or spouse with health or policy decisions. We support you across statelines with shared access and secure communication.
If this sounds like you, you're in the right place.
answer a few questions (no numbers needed)
a Strategist reviews your info without pressure
plain-language feedback, emailed or explained
- Understand Medicare, retirement, and protection questions
- Get matched to the right tool or Strategist
- Upload docs or ask questions at your pace
Ava does not sell, quote, or recommend. She prepares your file for human review.
Confirm if your Medicare setup (or your parent’s) is optimized.
Identify protected income vs. exposure in 90 seconds.
Upload or text us a photo of your policy to review forefficiency.
Dental, vision, hearing, hospital indemnity, cancer protection — explained in plain English.
Prefer to text instead?
Message Ava in the bottom-right chat box. No need to send a photo to begin. Ava will walk you through the rest.
Jason and Debbie co-founded PIC to bring clarity and structure to an often confusing insurance landscape. Since 2019, they’ve helped thousands of seniors and families make informed decisions about Medicare, retirement income, and legacy planning—always prioritizing professionalism over pressure and strategy over sales.
Helping a Parent or Loved One?
- Share results securely
- Involve family only when ready
- Schedule joint calls
- Ava supports multi-party planning
That's what the Guided Orientation provides.
Start Here — Guided OrientationWhether you want to explore on your own or speak directly, we’re here.
