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LGBTQ + Friendly

"Where everyone is celebrated for who they are. Together, let's create a space where love, understanding, and acceptance thrive." 

   Join Us for
BIVX Medicare Gaps in
Long-Term Care: What Seniors Need to Know Webinar on Thursday, June 20th, 2024 at 11 am PST

For more information click here!

Welcome to 
Wealth & Insurance Solutions

The Sensible Approach to Financial Solutions

For Individuals, Seniors, Businesses and Athletes

Shake on It

Our Products and Services

Personalized Solutions

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Life Insurance,
Long Term Care,
Key Man Insurance and Retirement Solutions &
Employee Benefits
401-K Rollovers
Kai-Zen & Infinite Banking Concept

Ready for Anything

Medicare Benefits

BIVX is the premier destination for both Medicare Beneficiaries and dedicated agents. Symbolizing unwavering trust, transparent operations, and absolute integrity, BIVX epitomizes the gold standard in Medicare services for Open Enrollment and beyond. Our ethos is centered around prioritizing our clients, underscored by our vast 35 years of collective experience in the insurance industry. We guide our clients through informed decision-making while equipping our agents with the tools to offer unparalleled customer service. Our comprehensive support encompasses Original Medicare, Medicare Advantage, Drug Coverage, and Medigap. We proudly collaborate with esteemed organizations such as,,,, and more, to deliver impeccable service.


The Protection For You & Your Family

Social Distance
Insurance Agent

Supplemental, Health, Accident & Disability
Annuities & Life Insurance Premium Financing For High Income Earners

Your Source for Financial Protection


Our Solidarity & Commitment

To You

Our mission isn't just about this season; it's a lifelong commitment. To inform, to educate, to support, and most importantly, to ensure you're enveloped in a cocoon of genuine care every step of the way. We aspire to be more than just your insurance agency; we aim to be your trusted partner.


So, if you're turning 65, or perhaps have never ventured into the world of Medicare, let our sincerity and passion be your guide. You deserve more than just options; you deserve assurance, warmth, and an unwavering commitment.

Together, we'll craft a future that's not just secure, but also filled with the peace of knowing you're in caring hands.


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Business Consultant

Upcoming Webinar - Subscribe, Like & Share


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  PERSONALIZED & TAILORMADE                    






Luxurious Office

Who We Are

At, we want to help you protect what matters most to you. For more than 20 years, we’ve put our clients firmly at the forefront of our competitive boutique Insurance Agency. It’s what sets us apart from the competition.


We offer a wide range of insurance products and unparalleled customer support 24/7, so we’re always here when you need us the most. Contact us to find out more about our extensive selection of products and services and how we can provide the extra layer of protection for yourself, your family and your business.

Get in Touch



"As a doctor of veterinary medicine, having the proper life and disability income protection insurance provides security, stability and peace of mind as my husband and I both work in unpredictable professions. Thank you, BIVX for looking out for my family!"

- Dr. Maria and Mac D.

"As a newly married couple, we are thrilled to plan for our future, create new goals, and

we feel confident knowing that we have the proper insurance in place as we create new memories together as husband and wife. Thanks, BIVX."

- Andrea and Sean M.

Additional Reviews

"Sincere, considerate, well-informed, compassionate individuals. My spouse and I frequently tuned in to Moné Swann's YouTube videos. Much appreciated!"

- Alvin C.

"Thrilled to discover their YouTube videos and reach out. After extensive research, found this organization not only competent and professional, but genuinely honest, caring, and approachable. Alicia addressed all concerns with expertise and warmth, prioritizing my needs. Highly recommend their client-centered approach!"

- Beverly N.

"Martin was very helpful in assisting me with my needs to sign up for dental insurance. Thank you, Martin!!!!"

- Aaron M.

"Wanda provided exceptional professionalism and courtesy, offering tremendous assistance. These individuals are truly the best."

- Carmela S.

"For Medicare and life insurance guidance, this is the company I rely on. Over several years, their knowledgeable, honest, and friendly team consistently delivers excellent service. I highly recommend them to seniors."

- Michelle A.  

Mother and Daughter Love

Get In Touch

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            Book Your
     Appointment Here

Privacy Disclaimer

Effective Date: 06/14/2024

BIVX Wealth & Insurance Solutions, LLC., ("we," "us," or "our") values your privacy and is committed to protecting your personal information. This Privacy Disclaimer outlines the types of information we collect, how we use it, and the measures we take to safeguard your data.

1. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, email address, phone number, mailing address, and other identifiers you provide when you create an account, subscribe to our services, contact us, look for employment, or join our Facebook group page or any other community pages.

  • Usage Data: Information about how you interact with our website, including IP address, browser type, operating system, referral source, pages viewed, and the dates/times of your visits.

  • Cookies and Tracking Technologies: Cookies, web beacons, and similar technologies to enhance your experience on our website. You can control the use of cookies through your browser settings.

  • Mobile Information: No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.


2. How We Use Your Information

We use the collected information for the following purposes:

  • Service Delivery: To provide and maintain our services, process transactions, and manage your account.

  • Communication: To send you updates, newsletters, marketing materials, and respond to your inquiries.

  • Personalization: To personalize your experience on our website and recommend content that may be of interest to you.

  • Analytics: To analyze usage patterns and improve our website's functionality and content.

  • Security: To protect against fraud, unauthorized access, and other security issues.


3. Information Sharing and Disclosure

We do not sell, trade, or otherwise transfer your personal information to outside parties without your consent, except in the following circumstances:

  • Service Providers: We may share your information with third-party service providers who assist us in operating our website and conducting our business, provided they agree to keep your information confidential.

  • Legal Requirements: We may disclose your information if required by law or in response to valid requests by public authorities.


4. Data Security

We implement a variety of security measures to maintain the safety of your personal information. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.


5. Your Rights

You have the following rights regarding your personal information:

  • Access and Correction: You can request access to your personal information and ask for corrections if the data is inaccurate or incomplete.

  • Deletion: You can request the deletion of your personal information, subject to legal obligations.

  • Opt-Out: You can opt out of receiving marketing communications from us by following the unsubscribe instructions provided in the emails.


6. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the privacy practices or content of those sites. We encourage you to review their privacy policies before providing any personal information.


7. Changes to This Privacy Disclaimer

We may update this Privacy Disclaimer from time to time. We will notify you of any changes by posting the new disclaimer on our website. Your continued use of the website after the changes take effect constitutes your acceptance of the revised disclaimer.


8. Contact Us

If you have any questions about this Privacy Disclaimer or our privacy practices, please contact us at:

BIVX Wealth & Insurance Solutions, LLC
Moné M. Swann

By providing a telephone number and submitting the form you are consenting to be contacted by SMS text message. Message & data rates may apply. Reply STOP to opt out of further messaging.

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