About Civitas Alliance
Truly putting people first.
Prospective clients have options when it comes to protecting their health and wealth. At Civitas Alliance, we believe the right guidance can bring confidence that lasts a lifetime—and we don't take that responsibility lightly.
We're built around a few guiding principles: clarity, choice, affordability, and service. Our mission is to connect every client with solutions that fit their goals, budget, and stage of life.
Because we answer to our clients—not to a single carrier—we can truly put people first. When you meet a Civitas Alliance specialist, you'll work with a licensed professional who has the experience, product access, and dedication to tailor recommendations to your needs. You should expect nothing less—and that's what drives us.
Our Approach
With 20 years of experience in Financial Consulting, Citvitas Alliance offers tailored Medicare and Life Insurance Solutions
01
People First
Your Goals Guide Our Recommentations
02
Choice Driven
Wide Carrier Access Means Tailored Solutions to You
03
Plain-Language Advice
Clear Explanations,
No Pressure
04
Ongoing Support
We're here before, during, and after enrollment.
Carriers
& Products
Insurance and financial solutions seniors want from companies they trust. It's a household name only if it works in your house. That's why Civitas Alliance selectively partners with highly rated companies that have a demonstrated track record of success within the senior market. Today, we have more than 150 carrier relationships that help us create a best-in-class product portfolio that addresses virtually every customer's insurance and financial needs.
We provide our affiliated agents access to all products in this unique marketplace. It is important for any of our agents to have at their fingertips, solutions from the largest and most respected companies in the industry. In fact, some products are only available through us — such as a scholarship program that helps families defer the rising cost of higher education while simultaneously caring for their own financial needs.
