Chuck and Martha Uhlir worked as “captive’ insurance agents for two different nationally recognized insurance companies in the 1990’s. As Medicare health insurance choices multiplied, they became more aware of the misinformation, confusion and challenges seniors were having with choosing insurance plans. Realizing an opportunity, they envisioned a unique type of insurance agency that would offer clients a comfortable and relaxed place to learn about the fundamentals of Medicare and the growing diversity of health care options.
They strongly believed that every individual deserves the opportunity to choose Medicare and health insurance plans best suited for their unique lifestyle, financial and health care goals.
“Rather than ‘selling’ our clients a plan, we wanted to help our clients choose a plan!”
From this simple strategy, The Health Insurance Shoppe (The Shoppe) became a reality when it opened for business on Battleground Avenue in Greensboro, NC in 2011.
The Uhlirs were challenged in the beginning with how to create their brand and market their exclusive “multiple plan choices” value proposition. As part of their strategy, and to become more empathetic and aligned with their growing senior population, Chuck and Martha earned their credentials as Certified Senior Advisors (CSA)®️ in 2013. Using their CSA designation to reinforce their value proposition, brand and commitment to seniors, they have continued to expand their vision and build solid community relationships based on transparency and trust. Chuck and Martha are both now on Medicare and have first-hand experience with the plans they represent!
The Shoppe moved to its present location at Greensboro’s historic Revolution Mill in 2016 and continues to add professionally trained agents and Certified Senior Advisors that serve clients in North and South Carolina with health and life insurance plans and Medicare help for seniors. A growing number of referrals come from financial advisors, certified public accountants and financial institutions with their clients looking for reliable information, education and advocacy. In 2020, The Shoppe became recognized as the premier partner of the Triad HealthCare Network and “Physicians Partnering with Cone Health.”
If you or your family and friends would like a professional, yet relaxed and comfortable place to learn about insurance options best suited for you, then we invite you to contact us, pay us a visit or attend one of our complimentary monthly educational seminars.
Why Certified Senior Advisor Matters
The Society of Certified Senior Advisors (SCSA) educates and certifies professionals who work with seniors through its Working with Older Adults education program and the Certified Senior Advisor (CSA)® credential.
The CSA® Working with Older Adults education course gives professionals practical, multidisciplinary knowledge, tools, and resources to help them serve older adults more effectively. The CSA® professional better understands the health, social and financial issues that are important to seniors and the dynamics of how these factors work together for the protection of their health and welfare.
The CSA® credential is the leading certification for professionals serving seniors and is a designation awarded only to qualified individuals. Older adults can be confident that CSA® professionals are knowledgeable in the issues facing older adults and maintain the highest ethical standards.