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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
HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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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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A Critical Combo: Life Insurance with Long-Term Care Benefits

Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

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Savings Accumulation

Estimate the future value of your current savings.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Home Affordability

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

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