Insurance & Financial Services

THE WARNEKE GROUP works alongside businesses and individuals primarily in the states of Oregon and SW Washington providing consulting on insurance and financial services and products.

Effective May 1, 2015, the Group Benefits Division of The Warneke Group merged with Broad River Benefits, LLC.  This merger helps us provide additional services and continuity for all of our clients.

The Warneke Group will continue to provide services and products in the areas of life insurance, disability income coverage, long-term care, individual/family medical coverage and much more.

We also provide comprehensive services for many of the special needs of closely held businesses.  Here are two that are often over looked:

♦  Funding for the loss of an owner and/or key person.

♦  A plan for the business owners who are approaching retirement to "exit on their schedule and their terms".

Professionals from other disciplines (legal, accounting, commercial/personal insurance, banking, etc.) will join us as the situation dictates, to offer a team approach in reaching your objectives.

Over the last several years many people have had to make some important financial decisions on subjects like health insurance (How will National Health Care affect me and my family?), retirement (Can I retire?  If so, when?), debt management, live style changes and more.

The question I am asked more all the time is, "How do I know if I have enough money to retire?"  With the new "Retirement Analyzer" software we can work together and answer that question!  Call us at 503-699-1933, we are here to help.

Look to THE WARNEKE GROUP as a resource.  As an independent insurance agency, the solutions we present to accomplish your goals and objectives will be designed to improve your bottom line and "help make the complex simple".

Most requested types of coverage just a click away . . .

Group Health Insurance

Rates & Plan Options

Please email me at to help you with your group health insurance options and/or to obtain competitive quotes.

Individual/Family Health Insurance

Rates & Plan Options and Short Term Medical Options

Click here to learn more about Individual/Family health insurance plans and Short Term Medical coverage.

Term life insurance provides death
protection for a stated time period, or term.

It is perhaps the simplest form of life insurance providing temporary life insurance protection at a low cost. Being able to be purchased in large amounts for a relatively small initial premium, it is well suited for short-range goals such as life insurance coverage to pay off a loan, or providing extra life insurance protection during the child-raising years.  Click here for more information.

Going to travel outside of the continental
United States?

Then you need to protect yourself and your family! Click here to find out how.

Identity Theft - fastest growing crime in the United States!

Preventing identity theft!  Your identity is more than just your credit.  ID Experts provides total life protection and is the only provider that guards your complete identity.  More than just monitoring your credit, we protect your identity from every angle - financial, public records and, criminal, among others. That's our 360-degree protection.  Click here for more information and to obtain your protection.

In addition, we offer a wide range of services and products for both businesses and individuals/families which include life and disability income insurance, long-term care coverage, annuities and retirement plans.  Please click here for additional services and products.

A Chinese fortune cookie once said:

"Customer service is like take a bath; you have to keep doing it!"