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Smiling couple standing together on a beach with mountains.
Smiling senior man carrying a surfboard on the beach
Smiling senior couple hugging on a bridge outdoors
Senior couple walking arm-in-arm along a sunny beach

Schwab-Menn & Associates, LLC

A Specialized Insurance Brokerage

Rich Schwab and his team of partners offer their expertise and services in the field of long-term care insurance, life insurance, hybrid policies, linked-benefit solutions and fixed annuities. We certainly understand the challenges facing our clients as it pertains to aging and needing care which causes families to adequately prepare in advance in finding proper solutions that fit their needs and at the same time are affordable both while working and during retirement.

Since 1992, Rich has been a consistent force in the industry both as a speaker and in serving the needs of his individual or business clients. He has been one of the top-ranked specialists in the field of long-term care having qualified 12 times for Million Dollar RoundTable (MDRT) and having been recognized by the American Association for Long Term Care Insurance as a top specialist in the country. Additionally, we are approved members of the National Ethics Bureau.
 

MDRT logo with blue round table icon

Employer coverage

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Protect your most important asset — your employees. We work with small businesses and multi-national corporations to find the protection you need.

Insurance for employers

Get the coverage you need

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The mission at Schwab-Menn & Associates, LLC is to protect you from the devastating costs associated with failing health. Protect you and your family with proper insurance coverage.

What We Do

Interested in learning more?

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We have combined a hub of invaluable information to assist you in making informed decisions. From websites, publications, and hotlines, you'll find the information you need.

View our resources
Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Disability Income Insurance

How much Disability Income Insurance do you need?

Savings Accumulation

Estimate the future value of your current savings.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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