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About Us

Greg Loerzel, Managing Partner - Visionary Insurance Partners

Greg Loerzel

Managing Partner
Phone 484-772-4722 email LinkedIn - Greg Loerzel

Greg has been in the industry since 1985. He started as a full lines representative for Prudential Financial Services. He then spent 10 years running Health Insurance Advisors, Inc., a top producing independent agency, specializing in individual & group health insurance. For the last 13 years Greg was one of the top Regional Sales Directors for Assurant Health. Throughout his 25 years of managing agents & agencies he has always had the greatest respect for the relationship between a good agent & their client.

"One of the most satisfying aspects of this career is to see a client-agent relationship of trust & respect blossom year after year until it is as if the agent has become a trusted member of the family."

"I love developing & teaching agents to succeed in this fast-paced industry that has become even more challenging with the passage of Health Care Reform. Let us help you discover the new opportunities & product positioning that HCR has provided."

Brian Miskovitz, Managing Partner - Visionary Insurance Partners

Brian Miskovitz

Managing Partner
phone 484-772-4721 email LinkedIn - Brian Miskovitz

Brian has an extensive background in the healthcare industry. For the past 18 years, he has been a leader in the Consumer-Directed Healthcare space. As CFO and Owner of First HSA, LLC he was instrumental in growing the business and charting the way to becoming one of the largest HSA administration companies in the country. First HSA Merged with Health Equity, Draper, UT in 2010 to form the 2nd largest HSA administrator nationwide. Brian served as Executive Sponsor for the East Coast Division for Health Equity before forming Visionary Insurance Partners, Inc. 

Brian has been recognized by President Bush and members of Congress as an expert in Account-based Health Plans. He has trained and lectured thousands of agents on benefits of these plans. More recently, he has worked to educate agents & brokers on the effects of the Patient Protection and Affordable Care Act, (PPACA) and how the provisions of this law will change, not only the types of coverages offered, but the way healthcare is delivered.

"Over the years, it has been especially gratifying seeing the agents I have worked with become very successful using new and innovative solutions that I introduced them too. In this new and ever changing world of healthcare reform we live in today, I think it is more important than ever to have leading-edge concepts that will help set you apart from others in our industry. With that goal in mind, I look forward to speaking with you soon."

Lura Bare, Broker Support Manager - Visionary Insurance Partners

Lura Bare

Broker Support Manager
phone 484-772-4723 email LinkedIn - Lura Bare

Lura's experience range is quite unique as she has experience in many areas of the insurance industry. Most notably, she assisted our own COO & Owner, Greg Loerzel, as the Regional Sales Assistant for Assurant Health. Greg & Lura ran the nation's #1 sales office for the company & were often referred to as 'The Dream Team'. Lura's promptness & attentiveness to details won the respect & trust of the agents she supported.

Outside of health insurance, Lura also worked for a local P&C agency running their marketing program, including ad creation, social media, weekly blogs & website maintenance.

Those who have worked with Lura have noted how personable she is & how genuinely she cares about her work & more importantly the agents she works with.

"Professionally, my greatest success is helping agents succeed as they provide their clients with insurance coverage suited for their needs."

James Gallagher, Senior Insurance Specialist - Visionary Insurance Partners

James Gallagher

Senior Insurance Specialist
phone 484-772-4724 email

James has been in the Senior Insurance marketplace since 1992 specializing in Long Term Care, Home Health Care Plans, LTCi Partnership Plans, Medicare Part D-PDP, Medicare Supplements, Medicare Advantage, MA-Medical Savings Account Plans, Medicare Special Needs Plans, Final Expense Life and Annuities.

Currently in facing the immediate health insurance crisis today and dealing with the Affordable Care Act, James as an integral member of our team, has taken detailed steps to align our business and client base with the best innovative health care plans for all ages. Helping business owners and their employees find a shared common ground in which to create an affordable custom health care benefit plan to provide cost containing measures that will endure the test of time.

We are one of the industry leaders in developing limited Self-Funded small to midsize business health plans and Health Savings Accounts with cost structures aiming to lower the cost of providing health insurance to businesses, their employees and their families.

"My mission is to help Seniors and families protect their financial security, plan for their futures and maintain their independence while having the opportunity to age in place with dignity and peace of mind."

Jacki Clark, Customer Support Manager - Visionary Insurance Partners

Jacki Clark

Customer Support Manager
phone 484-772-4720 ext. 111 email

Jacki began her career in the insurance profession as a sales agent, and due to her attention to detail and customer service skills, she was able to quickly advance her career to managing a team of customer service representatives.


"Ensuring customer satisfaction and facilitating communication in order to create a bridge between the carrier and client."