Contact Info

Lockridge & Associates, LLC
Andy Lockridge

Maricopa, AZ 85139

Phone: 602-228-6992

Hours of Operation

Normal business hours are 9am to 5pm, Monday through Friday. However, we are available on evenings or weekends if you are working and are not available during the weekdays.

About Us

Our goal is to "insure" your financial security and peace of mind by offering quality insurance products from trusted companies. The primary focus of our business is helping people prepare for retirement and we specialize in offering affordable long term care, medicare supplements, life insurance, and annuities. Since we are an independent agency, we are not "married" to any one company, but we can shop the market to find the coverage and price that best fits each individual situation.

FREE CONSULTATIONS

Many people ask, "What do you charge for an appointment?" Our services are FREE. We offer FREE insurance consultations and will be glad to sit down to explain insurance options and custom design coverage to fit your specific situation. We also offer FREE insurance reviews if you would like a review of your current life and health insurance coverage.

ATTEND A CLASS
Andy teaches adult education classes in several community college settings in southern Maricopa county and throughout Pinal county on the topics of understanding medicare, medicare advantage plans, medicare supplement plans, part D prescription plans, long term care, life insurance, and annuities. The goal of these classes is to teach individuals how to understand the terminology used in these programs and how to navigate the complexity that is the medicare system. To find out the dates and times of classes near you, please call Andy at 602-228-6992.

In addition to teaching in the community college adult education system, Andy has conducted workshops and seminars throughout the state for various groups including churches, veterans, the State Association of Practicing Accountants, and senior groups.

SAVING YOU MONEY
Our business has been active for over 14 years and we market the entire state of Arizona. Andy was recognized in June 2009 as a top five producer in long term care sales with Equitable Life and Casualty. Because we shop the market and compare companies, we can find the best price and coverage to fit the needs of our clients.

Especially in the long term care market, a common complaint we hear is that "long term care is too expensive, and I can't afford it." The most common response we hear after someone meets with us is, "I can't believe it didn't cost more than that."

COVERAGE FOR VETERANS/HARD TO INSURE
That business approach has enabled us to find long term care coverage for people who have health issues or who have previously been turned down by other companies. It also has resulted in being able to find both life insurance and long term care coverage for many of our veterans who are often deemed uninsurable.

WHY CALL LOCKRIDGE AND ASSOCIATES
Owner Andy Lockridge comments, "The last business I thought I would ever be involved in is the insurance business. I had never met an insurance agent or company that I trusted. Over 14 years ago, I was introduced to the executives of an insurance company that had a commitment to pay their claims in five days, not use voicemail, and provide superior customer service. I walked out of that meeting feeling that this was a company that I could represent with a clear conscience."

Personalized Service: We handle all of our claims personally. Andy is often asked why he gets involved in the claims process. His response, "Because my customers deserve it. They have entrusted their life and health to me and to the companies I represent. Therefore, the least I can do is help them get what they deserve and paid for when they need me the most."

Trusted Relationships: Most insurance agents don't survive very long in the insurance business. There is a huge turnover rate, both with agents leaving the business and looking for another job as well as clients looking for a different agent and company. About the only reason we lose a client is because of death. We educate our clients regarding their options, put their best interests ahead of our commissions, and build a long term relationship through the years. Those trusted relationships are the what we value most in our business.

CLIENT COMMENTS
Here are some quotes from some of our clients:

"Over the years I have had several insurance agents. Andy stands head and shoulders above all of them for thoroughness (he explains his policies completely and in understandable terms) and in the way he justifies his recommended coverage without trying to oversell. He's also a tiger when he's convinced he's right! I never thought I would tell anyone that I met an insurance agent that I liked. It is a pleasure to welcome him into our home." D.C. - Sun City

"We are so grateful for your caring concern regarding our questions about planning for our future. Your expertise and experience in the Senior Care field helped us to be better able to sort out the options in our immediate and long-term future. We feel as though a great weight has been lifted from our lives." F. and B. C. - Sedona

Defining Statement

I help people who are approaching retirement "insure" their financial security and peace of mind.

Mission Statement

"Insuring" your financial security and peace of mind

Target Market

Industry:
Retirement Planning
Decision Maker:
Consumer
Audience:
People who want to prepare for their financial security and peace of mind as they approach retirement.