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Our goal is to build long-term client relationships based on mutual trust and commitment to service.
Lisa R. Yanak, LUTCF
President

Leslie C. James
Vice President
Lead Sales Agent
Insurance Strategy, Incorporated is a BBB Accredited Business. Click for the BBB Business Review of this Insurance Agency in Cleveland OH

 

 

Individual
Life
Health
Disability
Long-Term Care
Medicare Supplement


Group
Life
Health
Dental
Vision
Disability
Medicare Supplement

PrePaid Legal
Individual
Company

 

 

Our most commonly used forms are available here for download.

Please Note: All forms may be filled out electronically using your keyboard and your Adobe PDF viewer software.
When complete, simply click the Print Form button and mail or fax to us at:

Insurance Strategy Inc.
6368 Pearl Road
Cleveland, Ohio 44130

Fax: 440-842-8669


 

Census Form
Change of Address Form
Enrollment Change Form
Automatic Withdrawal Form

more forms >>

 

 

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