PO Box 540131, Merritt Island, FL 32954

Our Services

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Medicare Products
  • Medicare Advantage Plans (Part C)
  • Medicare Supplement Plans (Medigap)
  • Medicare Part D Prescription Drug Plans
  • Group Medicare Coverage for Employer Retirees
  • Medicare Savings Programs and Dual-Eligible Plans
  • Veteran Coordination Plans (Medicare + VA Benefits)

 

  • Individual Major Medical Plans (ACA compliant)
  • Short-Term Medical Insurance
  • Critical Illness Insurance
  • Hospital Indemnity Plans
  • Accident Insurance
  • Disability Income Insurance
  • Telemedicine Services
  • Prescription Discount Plans
  • Dental Insurance
  • Vision Insurance
  • Group Health Insurance (Small and Large Group)
  • Level-Funded Group PPO Plans
  • Self-Funded Group Plans
  • Direct Primary Care Integration
  • Ancillary Group Benefits (e.g., cancer, accident, wellness)

 

  • Term Life Insurance
  • Whole Life Insurance
  • Universal Life Insurance (UL, IUL, VUL)
  • Final Expense Insurance
  • Mortgage Protection Insurance
  • Key Person Life Insurance (for businesses)
  • Buy-Sell Agreement Funding with Life Insurance
  • Indexed Universal Life for Retirement Income (IUL as “Tax-Free Retirement”)
  • Children’s Life Insurance Policies
  • Fixed Annuities
  • Indexed Annuities
  • Immediate Annuities
  • Deferred Income Annuities
  • 401(k) Rollovers to Annuities
  • Tax-Free Retirement Strategies
  • Long-Term Care Annuities (hybrid LTC)
  • Medicaid Planning Products (for asset protection)

 

  • Traditional Long-Term Care Insurance
  • Hybrid Life + Long-Term Care Insurance
  • Home Health Care Plans
  • Nursing Home Indemnity Policies
  • Final Expense and Burial Planning
  • Asset Protection from Spend-Down
  • Group Life and AD&D Insurance
  • Group Disability (Short-Term and Long-Term)
  • Group Dental and Vision Plans
  • Voluntary Employee Benefits (offered through payroll deduction)
  • COBRA Administration Services
  • HR Compliance Solutions (ACA reporting, ERISA wrap docs)
  • Employee Education and Onboarding Support
  • Health Reimbursement Arrangements (HRAs)
  • Health Savings Accounts (HSAs)
  • Flexible Spending Accounts (FSAs)
  • Association Health Plans and MEWAs
  • Retirement Planning Referrals or In-House Planning
  • Social Security Timing Assistance
  • Estate Planning Referrals
  • Tax-Deferred Investment Product Referrals
  • Health and Wellness Program Consulting
  • Concierge Service for High Net-Worth Clients
  • Educational Webinars and Workshops
  • Community Outreach and Enrollment Events
  • Medical Travel Insurance
  • Trip Protection
  • Dental Travel
  • Vacation Planning Services

Use This Form to Request a Quote