Monarch Solutions - Southlake

"Kevin and Palmer Klaas met with us to review our life insurance policies that we had previously purchased through Monarch. They were very thorough, friendly, and helpful. If someone is looking for life insurance or the like, I would definitely recommend them."

"We have received Medicare health insurance through Louisa James of Monarch Solutions for several years. She is very thoughtful and considerate in evaluating our needs and helping us enroll in the best programs for each of us to meet our medical and prescription needs. She also helped us in this pandemic with Zoom meetings. We also have long term care and life insurance policies through Monarch Solutions that Kevin Klaas helped us select to meet our needs. We have found all employees of Monarch Solutions have treated us kindly and respectfully. I highly recommend their services."

"Louisa was professional, knowledgeable, friendly and very easy to work with. She helped my with everything I needed to do in regards to signing up for Medicare and getting an affordable supplemental insurance. She was also able to get my husband temporary health insurance until he is 65, we will definitely go see her then. She also was able to get my daughter affordable health insurance. I would, without a doubt, recommend her to anyone in need of help with medicare and everything involved with the process."

"Louisa was amazing in her follow through and responsiveness. She made it happen in the midst of a pandemic nevertheless. My dad needed to get a Medicare supplement quickly as he missed his enrollment and we just found out he has stage 3 colon cancer. Without a Medicare supplement insurance coverage the cost could be very steep for anything including testing, labs, doctor visits, procedures and more. Louisa got him a supplement quickly! What a blessing! Awesome job! We are so pleased! The process was seamless and very speedy. Thank you to Monarch Solutions and Louisa!"

"I am grateful to Kevin and his staff for leading my husband and me through a process we dreaded - purchasing long term care insurance. They were patient with our many questions, respectful, knowledgeable, and professional. Louisa has begun helping us with our next challenge - navigating medicare and supplemental insurance. I have been impressed by her thoroughness and attention to detail. I appreciate that everything was managed via phone calls and computer and we did not need to drive to their office. Also, their email recaps of our sessions were very helpful."