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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.

Employer coverage

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

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?

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

Newsletters

Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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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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Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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More Newsletters

Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators