Benefits Review Desk

Free 15-Minute Coverage Check

We help families see what they may already qualify for. No pressure. Just information.

Burial / Final Expense

Term & Whole Life

Accident Coverage

Child / Head Start Programs

Start Free Review Licensed States

Informational review only. Licensed guidance happens on Zoom. I am currently licensed in Texas and Minnesota.

As an added bonus for taking the time to explore this, I will make sure you leave with a minimum of two no-cost benefits which are an app for your phone that gives you discounts on purchases such as glasses or services like orthopedic care. In addition, you will get a will kit that can be filled out, notarized, and put somewhere safe.

How It Works

Structured, clear, and privacy-first.

Start in chat and complete a short pre-consult check-in (about 60 seconds).
Answer guided questions about your goals, protection style, budget comfort, decision process, and general health direction.
If aligned and in TX or MN, reserve a Monday-Friday consultation in chat and confirm your name, email, and phone.

Licensing Notice

Currently licensed in Texas and Minnesota.

I can only provide licensed guidance for residents of Texas (TX) and Minnesota (MN) right now. If you are outside those states, I can still share general educational information, but I will not schedule a review call.

Conversation Preview

What the assistant asks

What prompted you to look into coverage right now?
What are you hoping coverage would protect or solve?
Are you thinking short-term protection or lifetime coverage?
What monthly range feels comfortable if the value makes sense?
Would another decision-maker need to be present on the consultation?
Are you generally in stable health? (No diagnosis details in chat.)

Can you give me pricing in chat?

Pricing depends on your situation. The licensed agent gives accurate options during the Zoom review.

Is this a pressure conversation?

No. It is an informational review focused on what coverage options you may already qualify for.

Compliance Boundary

The assistant does not quote prices.
The assistant does not recommend policies.
The assistant does not bind coverage.
The assistant only educates and schedules the review.

Scheduling is handled through chat only, Monday through Friday, with windows at 2:00 PM CST and 5:00 PM CST.

Who You'll Work With

Shannon Borntrager

Insurance Consultant

Insurance is not just numbers and policies. It is protection, responsibility, and the structure beneath your life.

For over a decade, I have worked in adult education and instructional design, helping people understand complex systems, ask better questions, and make confident decisions. That foundation shapes every insurance conversation I lead.

How I Work

I slow down the noise.
I explain how coverage actually works.
I clarify what you may already qualify for.
I help you make a decision without pressure.