“We are committed to providing medicare education planning for families, business owners, and professionals.”
CHRISTIAN WHITE | FOUNDER
ABOUT US
Casco Bay Insurance Associates counsels families, business owners and a wide variety of professionals on the benefit of proper medicare education planning as well as long term care planning. We are based in Portland, Maine and service clients in the Northeast and across the US.
Christian White is the Founder of Casco Bay Insurance Associates. He has over 30 years of experience in insurance and retirement planning. His experience has led him to specialize in serving the aging population of Maine in the Greater Portland Area and beyond.
Our Services
We are committed to providing retirement planning counsel to families, business owners and other professionals. We work with clients across the US, helping them design and implement a retirement plan, with the assurances that they have the most flexibility and control.
long term care education
One of the most important calculations in retirement planning is to understand the potential risk and costs for home care and facility care. Our partners will provide critical information to help you and your family plan ahead.
medicare education and guidance
We take great pride in counseling our seniors to provide independent research to assist our clients to make the appropriate choice for their Medicare coverage.
disability income needs
We help design disability income plans for both individual and smaller employers. These plans can help provide a paycheck should income stop from an unexpected disability.
retirement income planning
We help pre-retirees maximize tax deductible and tax deferred investment plans while advising retirees of tax efficient strategies for both income distribution and wealth transfer.
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TESTIMONIALS
“We have had Chris as our Life Insurance Agent since 2009. He designed our existing personal and business life insurance portfolio to meet our changing needs. Chris has been very helpful in the succession planning of our company. He always reviews and clarifies all available options and guides us in the right direction.”
-Sam and Jan S. / Read More Reviews
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