The Insurance Coach

At The Insurance Coach, we understand that navigating the complex world of insurance and financial planning can be overwhelming. That's why we're dedicated to providing personalized guidance and expertise to help you create a comprehensive plan that aligns with your unique needs and goals. As an independent insurance agency, we're able to offer a broad portfolio of insurance products and solutions, including Medicare plans, life insurance, disability income, long-term care insurance protection, and financial products.

Our Story

The Insurance Coach was founded with the mission to bring order to our clients' insurance and financial lives. Our team, led by Rob Leonard and Jim Eddington, has extensive experience in the insurance and financial services industry. With a combined total of over 30 years of industry experience, we've developed a deep understanding of the insurance marketplace and a passion for helping individuals and businesses achieve their financial goals.

Our Services

We specialize in providing custom "Game Plans For Life" for individuals, employees, and business owners. Our services include:

• Medicare Insurance: We represent several major Medicare plans, offering a range of options to help you navigate the complexities of Medicare and find the best plan for your needs.
• Life Insurance: We represent over 80 life insurance carriers, ensuring that we can find the best solution to meet your individual needs.
• Employee Benefits: We offer comprehensive employee benefits solutions, including group health, group life, group disability, and PEO solutions, designed to provide Fortune 500-type benefits for small and medium-sized companies.
• Financial Planning: Our team of experts provides financial planning and investment advice, helping you achieve your long-term goals and secure your financial future.

Our Approach

At The Insurance Coach, we believe that every individual and business is unique, with unique goals and needs. That's why we take a personalized approach to each client relationship. We take the time to understand your priorities, concerns, and goals, and develop a tailored plan that addresses your specific needs.

Meet Our Team

Rob Leonard: With over 20 years of industry experience, Rob is a seasoned insurance professional with a passion for helping clients achieve their financial goals. He holds a ChFC and CLU designation and is licensed to sell insurance in NC, FL, TN, SC, and VA.

Jim Eddington: With a background in sales and marketing, Jim brings a unique perspective to our team. His extensive experience in the insurance industry has given him a deep understanding of the complex world of insurance and financial planning.

Investment Advisory Services

AdaptFirst Investments LLC, a registered investment adviser, offers investment advisory services. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Please consult the firm for further information.