Green Bay, Appleton and Oshkosh Personal Insurance

Flower icon

With access to a wide range of carriers in Green Bay, Appleton and Oshkosh, Insurance Services Done Rite offers a diverse selection of personal insurance plans that can be designed to meet your specific needs. We are committed to providing exceptional customer service by tailoring insurance packages for individuals and families that offer protection and peace of mind.

  • A family is sitting on a couch in a living room while a boy is running with an american flag.

A Wide Range of Products

Within today’s complex financial marketplace, obtaining insurance is not always a simple matter. Fortunately, finding an adviser who looks out for your best interests is easy when you work with a Insurance Services Done Rite specialist who makes your peace of mind a priority. Whether you are looking for coverage for medical and health expenses, life insurance, financial protection against loss for your home, car, or other valuables, our insurance experts will find the best rates and tailor insurance plans according to your goals and specific concerns.

Assessing Your Insurance Needs

Flower icon

Insurance Services Done Rite insurance experts function as your personal adviser by providing full needs assessments and assist you with determining the level of risk in key areas that may require special consideration. Clients can count on the Green Bay, Appleton and Oshkosh insurance experts to provide objective evaluations of needs and risks and inform you of the many options available according to your budget. Call us for:

Life Insurance

After your passing you need to know that your loved ones will be taken care of and will not be burdened by funeral expenses. Life insurance is one of the primary types of insurance you should consider when starting down the path to insure yourself, your family, and your property.

Individual Health

Routine checkups, doctor’s appointments and a variety of other health related services are covered so that you get the health care you need and go about your life.

Medicare

If you are over 65, then you qualify. There are many parts to Medicare and it is good to talk with a professional who knows all the ins and outs of the system to see if you are getting the right coverage for your needs.

Medicare Supplemental Insurance

Medicare covers a great deal when it comes to healthcare, but there are individuals who require more. Often referred to as Medigap insurance, you can get extra coverage on deductibles, copayments and more.

Medicare Advantage

Also called Medicare Part C, Medicare Advantage allows an individual to receive coverage under private insurance companies. This gives more options to those who need it and can produce a less expensive policy.

Senior life Insurance

There are many insurance providers that charge a great deal for senior life insurance. Insurance Services Done Rite will help you get the insurance that protects you and your family as you move through your golden years at a reasonable price.

Prescription Drug Plans

Drug prescription from your doctor can be very expensive especially when you may have to take several drugs as you age. Make the wise choice and get insurance that will help not only with your medical bills but with the medicine you need to live a comfortable life.

Annuity

Designed to collect and grow funds for an individual, annuities are a way to protect future prosperity. After the designated time period has ended, the annuity is then given back to the individual in segmented payouts.

Certificates of Deposit (CDs)

Looking for CD rates in Green Bay, Appleton, or Oshkosh, WI? Certificates of Deposit (CDs) can provide a predictable way to earn interest on your savings over a set period of time. We can help you explore available CD options, terms, and rates and determine whether a Certificate of Deposit may fit your individual financial goals.

Annuities & MYGA Options

Annuities can be an option for individuals looking for predictable growth and potential income as part of a long-term financial strategy. We also offer Multi-Year Guaranteed Annuities (MYGA), which provide a guaranteed interest rate for a selected period of time. We can help you understand available annuity and MYGA options and determine which may align with your financial goals.

  • Couple With Healthy Teeth and Wearing Eyeglasses

Medicare Options

Finding the right Medicare coverage can be confusing. We help individuals explore their Medicare options, including Medicare Advantage, Medicare Supplement Insurance (Medigap), and Medicare Part D prescription drug plans.

  • Medicare Advantage

    Medicare Advantage (Part C) plans combine Medicare Part A and Part B coverage and may offer additional benefits depending on the plan. We can help you understand your available Medicare Advantage options and compare coverage based on your individual needs.

  • Medicare Supplement Insurance (Medigap)

    Medicare Supplement Insurance, also known as Medigap, can help cover certain out-of-pocket costs that Original Medicare does not pay. We can help you understand available Medicare Supplement options and find coverage that fits your circumstances.

  • Medicare Part D

    Medicare Part D provides prescription drug coverage through private insurance plans. We can help you explore Part D options and understand how prescription drug coverage fits into your overall Medicare plan.

Serving Green Bay, Appleton & Oshkosh

We provide personalized insurance and financial product guidance for individuals and families throughout Green Bay, Appleton, Oshkosh, and surrounding Wisconsin communities. Whether you're exploring Medicare coverage, life insurance, health insurance, annuities, MYGA options, or CD rates, we're here to help you understand your options and make informed decisions based on your individual goals.

  • Couple With Healthy Teeth and Wearing Eyeglasses

You Can Do More

Flower icon

With so many different options to choose from, it is a common occurrence for those doing research to feel confused and even frustrated. Don’t waste your time rifling through hundreds of pages without finding a clear answer, talk to the experts at Insurance Services Done Rite. We will gladly guide you through the process step by step so that you end up with exactly the plan you were looking for.

Book an Appointment ⤚