About Our Founders
In 1992, Philip Dean decided to focus his sales expertise toward the senior insurance market of long-term care and Medicare supplemental products. There was very little information available for people trying to objectively select these products. Phil worked hard travelling the state of Arizona to both rural and urban communities to assist seniors in selecting the right insurance policy.
Ultimately in 1996, his wife Ellen decided to change professions and left the corporate healthcare world. She focused her medical and financial expertise towards the senior health insurance industry. She officially started her own Financial Planning practice with Raymond James Financial in 2001. Phil and Ellen helped each other in both the insurance and financial business. This symbiotic relationship helped them navigate the many changes in the Medicare world over the years, to include the introduction of Medicare Part D drug plans and Medicare Advantage Plans. Little did they know they were in the forefront of a brave new world related to Medicare Supplement insurance plans!
Phil ran a very successful insurance agency training agents and selling Medicare based products until 2012 when he officially retired. Phil and Ellen brought their daughter, Katie into the business in 2013 and trained her in both Medicare based insurance products and financial planning as a legacy family business. When Phil passed away in 2015, Ellen and Katie needed more help to fully run the business and in 2016, Adam Ponton, Katie’s husband, was brought on board. Adam immediately received his insurance license and financial planning credentials and has been a wonderful additional to our family-run business, serving the needs of our clients and family members.
We strive to provide customer service, education, and knowledge to our clients that is unparalleled by other companies. We hold strong family values and ethical business practices. It is our hope that our office is able to help meet your Medicare needs.