top of page
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

employer.jpg

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

health.jpg

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?

resources.jpg

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
Is Your Dream Kitchen a Good Investment?

Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Loan Payoff

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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Credit Card Debt

How Long Will It Take to Pay my Balance?

bottom of page