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Attention Medicare Advantange or Prescritpion Drug Plan Members

Major Medicare Changes in 2025

Introducing: RetireFlo

A quick and easy way to safely send us your doctors, prescriptions, and permission to check your Medicare plan.

Senior Insurance Group

Gulf Coast - Southwest Florida

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We are an independent insurance brokerage firm with more than 50 years experience with health and life insurance, and all of your financial planning needs. We understand how difficult it can be to keep your boat afloat in the turbulent waters of Medicare, 401(k)s, annuities, and funeral expenses.  We have intentionally gathered specialists in all of these fields to ensure that you are always shipshape! We see it as our honored duty to be your advisor and First Mate, and let you, the Captain, make the decisions on what course will best suit you.

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We are located on the Gulf Coast, in beautiful Southwest Florida.  We have two convenient locations to serve you - Port Charlotte and Englewood.  If you're unable to come to us, please let us know.  We'll be more than happy to accommodate you via phone, zoom, or coming to your home. 

We work for you, 

not the insurance company!

941-234-4488

941-841-2373​

2811 Tamiami Trail

Suite A

(La Playa Plaza)

Port Charlotte, FL 

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4020 N Access Rd

Suite 1

Englewood, FL

What we do: 

 Works along with Original Medicare to cover the deductibles and copays. Allows you to see any doctor that accepts Medicare, but does charge a monthly premium and may require health qualifications. We can shop all the companies to find the best price for the plan that works for you.

Most feature no additional premiums but, you pay co-pays.  Drug, dental, vision, and many other "advantages" included! We can check all the top insurance companies to find the plan and benefits best suited to your individual needs.

Drug coverage is not included with original Medicare or a Medicare Supplement, but is required. Our computer program allows us to input your prescriptions and help pick the best plan- even tell you exactly what you'll pay for your medications!

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Not ready for Medicare? We offer plans both on and off the Marketplace, and can help with short term medical plans as well.

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Many Dental plans to choose from, including dental insurance and dental discount plans with no waiting period. Some plans also include vision coverage.

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Concerned about meeting the co-pays or deductibles on your health insurance plan? An indemnity plan pays you directly for covered services and can be customized to covered those out-of-pocket expenses. 

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Final expense insurance pays your beneficiaries quickly to ensure they will be able to cover funeral costs or other bills. Some plans may be guaranteed issue, or easy to qualify for, as well as affordable, even for seniors.

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The harsh truth is that most of us will need some type of long term care, whether at home or in a facility, at some point in our lives. Planning ahead will make sure you can get the care you want, and we have options that can help.

Click for an introductory video from Seniors Bluebook

Listen to us on the radio!

Ocean

 

OUR TEAM 

 

GREG RAYMOND

PRESIDENT

GREG HAS 30 PLUS YEARS  EXPERIENCE IN THE INSURANCE FIELD: MEDICARE, LIFE, AND ANNUITIES. HE IS CURRENTLY LICENSED IN MULTIPLE STATES.

CHRIS CASSILL

VICE PRESIDENT

AN INDEPENDENT LICENSED INSURANCE BROKER IN SEVERAL STATES, CHRIS SPECIALIZES IN HEALTH INSURANCE FOR BOTH MEDICARE AND PRE-65.

 

ERIC DUDLEY

FINANCIAL ADVISOR

 WITH YEARS OF EXPERIENCE ERIC IS  HERE TO HELP YOU WITH RETIRMENT PLANNING AS WELL AS LIFE INSURANCE AND MEDICARE.

 

Contact Us

We love hearing from you, let us know what's on your mind

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IN LOVING MEMORY OF ILENE D. RAYMOND

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