Why Living Alliance
Living Alliance is an independent agency that supports the retiree community. Living Alliance & its affiliates are committed to the principles of service, integrity and professionalism while providing its valued clients the highest quality of support with the goal of exceeding their expectations.
Our main goal at Living Alliance is to help eliminate anxiety and confusion around insurance and investments by creating an agency that is centered on a fiduciary promise. The overwhelming number of products available to customers today can be very difficult to navigate. We pride ourselves on clearly explaining and simplifying these products. With over thirty years of combined experience, Living Alliance advisors have helped thousands of individuals and their families protect themselves in retirement.
Living Alliance’s Mission & Values
Customer Commitment
We develop relationships that make a positive difference in our clients’ lives by representing them and only them.
Quality
We provide outstanding products and unsurpassed service that, together, deliver premium value, protection & security to our clients.
Integrity
We uphold the highest standards of integrity in all of our actions.
Teamwork
We work together, across boundaries, to meet the needs of our clients and to help everyone succeed.
Respect for People
We value our people, encourage their development and reward their performance.
Good Citizenship
We are good citizens in the communities in which we live and work. We ALWAYS provide free education for our community and the people within it.
A Will to Triumph
We exhibit a strong will to triumph in the marketplace and in every aspect of our business.
Personal Accountability
We are personally accountable for delivering on our commitments.
Discover Living Alliance
- Access to hundreds of products to accommodate each and every person.
- Each client has different desires, therefore a thorough needs & analysis is completed to help guide each person.
- Providing education to all people at no cost!
- 20+ years’ experience consulting & guiding people.
- Main focus is always the client’s requirements and desires.
- Specific focus and extra training on all products.
- Training agents to be client focused.
- Medicare Supplement (over 65 & those under 65 on disability).
- Medicare Advantage
- Prescription Drug Plans
- Critical Illness
- Dental & Vision
- Hospital Indemnity plans to help cover those expensive copays.
- Cancer Plans
- Final Expense Life Insurance
- Retirement growth, protection & stability
- Long Term Care protection
- Life Insurance Policy Review & Wealth Transfer
- Will or Trust plans with our attorney partner Patrick Smith
- Our CPA partner John Roumbos can assist with IRMAA & tax related issues
Our Services
We help you find the right plan for you.
Living Alliance provides you with personalized service and support. You’ll experience a level of care that is above the rest while serving you as efficiently as possible.
Guiding the way to financial well-being through simple, safe and effective planning designed to protect what matters most.
Asset Defense
Protect your assets against market losses, against Long Term Care and other uncertainties.
Legacy Preparation
Solutions to protect, leverage or transfer assets with continuity and tax efficiency.
Income Security
Solutions to safeguard your standard of living against market volatility, unexpected life events and out living your income.
Healthcare solutions
Establishing proper medical coverage for your comprehensive and healthcare needs.
Florida Medicare 101 offers a 45-minute presentation covering any questions you may have.
LIVING ALLIANCE PRODUCERS ARE PRESENT AT THE MEDICARE 101 WORKSHOPS AT NO COST TO PROVIDE EDUCATION FOR THE COMMUNITY. LIVING ALLIANCE WILL OFFER ADDITIONAL WORKSHOPS INVOLVING ADDITIONAL IMPORTANT AREAS IN RETIREMENT. THESE WORKSHOPS WILL BE GIVEN IN THE FUTURE AT NO COST TO THE COMMUNITY.
What Our Clients Say
Our Team
Ryan Schalk
President
Ryan was born in Long Island, NY but has spent the last 20 years living here in Central Florida. Began his career working for several national & worldwide brands positioned in the customer service, food, sports, and entertainment industries since 2005. Over his 20+ years in the customer service industry, Ryan continuously led the way with his teams of people to ensure great customer experience was always provided to one and all. With a passion for helping and working with people over the years, Ryan decided to transition into an industry that was further focused on helping people and the community. At this point in time Ryan decided to pursue a career focusing on all matters in the second phase of our lives. He started in the insurance industry about 5 years ago and is the founder & owner operator of Living Alliance. His company specializes in Retirement Growth & Asset Protection, All Life Insurances, Medical Insurances, Medicare, Medicare Advantage & Medicare Supplements & much more. Ryan started his business with specific goals and values in mind, to have a superior client focused business fulfilling the client’s needs through a proven process and powerful vision. His business is focused on the client and only the client. He strives to make the impersonal, personal!