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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
Consider Roth for Tax-Free Income

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

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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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.

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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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Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Disability Income Insurance

How much Disability Income Insurance do you need?

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