Personal or group education on Medicare benefits. Multiple plan carriers across all plan types. Ongoing, personalized support for claims, adjustments, and cost controls.
Personalized final expense planning with over 30 carriers to choose from. Multiple lines of life insurance ranging from final expense coverage to debt elimination to asset accumulation.
Customized strategy sessions and plans designed to help you retire with confidence. Safe, proven methods that can protect your hard-earned investments during retirement.
In my years working with seniors, I have worked as hard as I possibly can, to help families such as yours, to achieve financial security and peace of mind from unforeseen loss due to Medical, Long Term Care and Final Expenses. I have personally dealt with these concerns with my own family, so I understand the strain unforeseen costs and problems can have on you and your family.
As a Licensed Insurance Professional and Financial Advisor it is my duty to put the needs of my clients' first. Whether it's Medicare Insurance, Life Insurance, or Financial Planning, I will always work together with my clients to ensure they have a solid game plan going into retirement and beyond.
I look forward to working with you to develop solid plans to protect you and your financial future, healthcare, and retirement needs. Please call me anytime day or night with any questions that you may have!
Jonathan Carroll is a very knowledgeable and competent insurance agent! He has helped us navigate the myriad choices of supplemental health insurance for many years. His expertise has served us well and we have been very happy with our coverage. He is responsive to our questions and explains the policies in an understandable way. We’ve recommended Jonathan to others because of his professional service to us.
John and Julie Blakeslee