Brad McDonald

Contact Brad

About Brad

A trusted advisor for individuals and business owners across Minnesota, Brad listens first, educates second, and crafts customized recommendations, never one-size-fits-all. Off the clock you'll find him with family, on the golf course, or active in the community.

Areas of Expertise

Medicare Advantage & SupplementEstate Planning & Risk AssessmentBusiness SuccessionLife & Disability InsuranceIndividual & Family Health Plans

Specialties

Medicare Planning

Turning-65 transitions: Advantage, Supplement, and Part D analyzed side by side.

Estate Planning Coordination

Insurance aligned with your estate plan, working alongside attorneys and advisors.

Business Succession Planning

Buy-sell agreements, key person coverage, and executive life insurance.

Comprehensive Risk Assessment

Existing coverage reviewed for gaps and overlaps across your financial life.

Credentials & Professional Background

Licensed Insurance Agent (Minnesota)Extensive industry experienceMedicare specialistProfessional association memberContinuing education advocate

Ready to Work With Brad?

Book a Time with Brad Call Brad at (320) 448-8232