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30 Years of Service!

We are celebrating 30 years this month!  

Thirty years that we couldn't do without you, our many wonderful clients!  

Thank you for your continued trust in us and for the many friends and family that you have sent our way. We are so grateful for the opportunity to serve you, your friends and your family!

We value your opinions and want you to continue to have a positive experience with us, so please let us know if there is anything we can do to help you or to improve our service to you. 

Summer hours for May - August are:

8:00am - 4:00pm, Monday-Thursday,
8:00am - 2:30pm Fridays. 

Protecting Your Medicare ID
Scammers may use the COVID-19 pandemic as an opportunity to steal your identity and commit Medicare fraud. 

In some cases, they might tell you they'll send a Coronavirus test, masks, or other items in exchange for your Medicare Number or personal information. 

Don't fall for it; it's a scam. 

It's important to always guard your Medicare Number and check your Medicare Summary Notice (MSN) for errors. Only give your Medicare Number to participating Medicare pharmacists, primary and specialty care doctors, or people you trust to work with Medicare on your behalf. 

Remember, Medicare will never call you to verify your Medicare Number. 

Visit for more information on protecting yourself from fraud and reporting suspected fraud, and be sure to 

Questions? Call us at 740-363-5433
Priority: Safe Client Consultations
This year and always, the health, safety and peace of mind of our clients has been our top priority. 

As we considered how to continue to provide the one on one consulting that our clients value, we had to get creative - so we now have a drive-up space for easy access to a safe and clean meeting space for our clients. This space will be disinfected between client meetings and will offer hand sanitizer and masks to those that need them. The desk has a plexiglass barrier and the meeting space prevents our clients from needing to walk through our office to the conference room, thus reducing exposure to our staff and other clients. 

Want to schedule your consultation now?

 or Call us at 740-363-5433

Monthly Tip! 
Summer comes with more activity and more activity means more chances for accidents. Be prepared. 

We offer very affordable accident plans to cover you and your family.  With so many facing high deductibles right now, this is a very important add-on that's worth every penny. The benefit can be used not only to cover medical expenses incurred by an accident or illness, but also to cover the cost of things like childcare, housekeeping, transportation, medications and more. 

Still have questions? Just call! 

Spotlight: Covid-19 Coverage
Not sure how your plan is going to cover you if you get sick with Coronavirus?  

We have complied a list of resources from our carriers to answer your questions: 

Here are some additional resources for economic support: 

As always, if you have questions, we are here to help. Stay Safe! 

Here For You 
  30 years ago CFI was started by Robert Whitmore, whom many of you affectionately know as Bob.  

Bob had a vision to provide expert insurance guidance to clients without compromising integrity for the sake of a dollar. 
As we celebrate this anniversary, I am encouraged looking back to see that despite an ever-changing and difficult landscape in our industry, we have maintained Bob's vision and mission to serve our clients with excellence, education and integrity. 

Thank you all for your continued trust in us. We are here for you!

Jim Roesch, CEO and Chief Visionary Director