Why Us?

Planning your retirement is a multifaceted venture and may require multiple visits to complete. Our first visit is designed to allow you to meet with a professional who specializes in your insurance needs at this stage of your life. If after our initial visit you have still questions or concerns additional appointments will be made available to you at no cost or obligation.

I have lived and worked in this community for 30 years, I have a local office in Tampa Bay Area for your convenience.

You can rest assured that your plan will be designed to maximize your health care benefits as well as your asset options so you can enjoy with confidence what you have worked so hard to achieve.

Preparing for your appointment:

• Your Insurance Advisor will arrive within 30 minutes of the designated arrival time.

• The appointment will last approximately 30 minutes

• Please have your current Insurance carrier contact information available for comparison.

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• For your convenience we will send you a reminder email 24 hours before your scheduled appointment.

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Need to reschedule?  No problem! You can reach us by phone Monday - Friday from 9AM-6PM by dialing 1-813-810-9393

State of Florida Licenses:

HEALTH

CAREPLUS HEALTH PLANS, INC.

WELLCARE OF FLORIDA, INC.

HUMANA DENTAL INSURANCE COMPANY

HUMANA MEDICAL PLAN, INC.

COMP BENEFITS COMPANY

HUMANA ADVANTAGECARE PLAN, INC.

MEDICA HEALTHCARE PLANS, INC.

CARE IMPROVEMENT PLUS SOUTH CENTRAL INSURANCE COMPANY PREFERRED CARE PARTNERS, INC.

FIRST HEALTH LIFE & HEALTH INSURANCE COMPANY

COVENTRY SUMMIT HEALTH PLAN, INC.

COVENTRY HEALTH PLAN OF FLORIDA, INC.

COVENTRY HEALTH CARE OF FLORIDA, INC.

MUTUAL OF OMAHA INSURANCE COMPANY

OPTIMUM HEALTHCARE, INC.

FREEDOM HEALTH, INC.

CITRUS HEALTH CARE, INC.

UNITED HEALTHCARE OF FLORIDA, INC.

LIFE

AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY UNITED HOME LIFE INSURANCE COMPANY

EQUITRUST LIFE INSURANCE COMPANY

FIDELITY & GUARANTY LIFE INSURANCE COMPANY

PHL VARIABLE INSURANCE COMPANY

ATHENE ANNUITY AND LIFE COMPANY

GREAT AMERICAN LIFE INSURANCE COMPANY

ROYAL NEIGHBORS OF AMERICA

PACIFIC LIFE

PROTECTIVE LIFE

ANNUITY COMPANIES

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NORTH AMERICAN COMPANY FOR LIFE AND HEALTH IN

PROTECTIVE LIFE INSURANCE COMPANY

LIFE INSURANCE COMPANY OF THE SOUTH WEST

GUARANTEE TRUST LIFE INSURANCE COMPANY

ALLIANZ LIFE INSURANCE AND ANNUITY COMPANY

ATHENE LIFE INSURANCE AND ANNUITY COMPANY

AMERICO LIFE INSURANCE AND ANNUITY COMPANY

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