insurance services

medicare, group health, income planning + life

insurance services

medicare coverage

 

Millions of Americans every year decide to maximize their Medicare benefits by enrolling in a Medicare Supplement Plan or a Medicare Advantage Plan.  This important decision protects their savings from exposure to unforeseen medical events.  Our team of Medicare Specialists will utilize a personalized approach in selecting an appropriate plan to achieve your Medicare coverage goals.

Medicare Supplement

Medicare Advantage

United Healthcare

Aetna

Florida Blue

Humana

WellCare

Optimum

insurance services

group health

 

To attract and maintain good talent, companies must have a sophisticated compensation plan that frequently includes Group Health Insurance.  Our Healthcare team specializes in maximizing the quality of the healthcare benefits you provide to your team of 5 or more employees.  There are a large array of plan types to choose from and you need to be confident that the plans you offer are consistent with the coverage that your employees require.  We work directly with you to identify what is most important to you and your business.

insurance services

income planning

 

Protection of your assets in the event of poor market performance is an essential step in the financial planning process.  We utilize a proven strategy to protect a portion of your portfolio from market risk, while providing participation in market returns.  A steady and protected source of income adds security and confidence to a retirement income goal.  We have a team of Income Planning Specialists ready to identify opportunities in your portfolio to limit risk.

insurance services

life insurance

 

One of the most important aspects of financial planning is asset protection and the minimization of risk exposure.  Many individuals rely on Life Insurance to add value and security to their lives by protecting their loved ones and their finances.  We have a team of professionals that takes a strategic approach in making Life Insurance recommendations on behalf of our clients.

Term Insurance

Tax Advantaged Retirement Plan

Key Man and Business Continuation

Flexible Deferred Compensation Plans

Flexible Premiums

 

let’s talk

 

to learn more,

call us today

 

call 813 579 1661

mon - fri | 8am - 5pm

 

 

 

 

 

5318 west crenshaw street | tampa, florida 33634

 

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insurance services

medicare, group health, income planning + life

Term Insurance

Tax Advantaged Retirement Plan

Key Man and Business Continuation

Flexible Deferred Compensation Plans

Flexible Premiums

 

let’s talk

 

to learn more,

call us today

 

call 813 579 1661

mon - fri | 8am - 5pm