Modern Insurance.
Shaping The Future
of Insurance Options
About
Us
Our Story
We have been serving Florida and Georgia clients since 2012. Our focus is on Medicare options, Marketplace and Private Insurance, Long Term Care strategies and Life. Our P&C office helps clients with General Liability, Professional Liability, BOP, Workman's Comp, Bonds and Commercial Auto. Our modern enrollment options come with a personal touch! No 800 numbers or outsourcing! Insurance is easy with the right guide. We look forward to serving you!
Who We Are
During my time with Hospice, I realized I wanted to do more for my community. I went back to school to become a PA. I was not accepted, yikes, into my program. I had relationships in the insurance world and found an attraction to Medicare. I have enjoyed my clients so much over the years. It was well worth the sacrifices and challenges to get up and running. We take great pride in our agency and the clients we call family.
Be it a simple question or a life changing event, we are here to guide you through your insurance options and rights. Appointments by zoom and no contact enrollments are always available. Insurance is a tool. We show you how to use it!
Our Vision
Our mission is to provide kitchen table insurance planning in a modern age. We have health and commercial lines. A one stop shop! Financial planning and advising through RFW Wealth Advisors, From the beginning of your business and into your retirement, we are here to help.
What
We
Offer
Long Term Care Life
With a 70% certainty of needing care beyond Medicare and a lifetime of assets to protect, long term care insurance my be a great tool to protecting your retirement. Short term policies are affordable and can be more rate stable.
Whether it be for income or debt protection in the short term or legacy or charity wishes for the long term, life insurance is a necessary addition to any life plan. It can also protect you should a business partner or key employee pass away.
Financial Advising
Let us help you understand IRMAA taxes and Medicare costs in your retirement planning, Full financial planning and advising through RFW Wealth Advisors.
rfwwealthadvisors.com
Commercial Lines
Bonds
General Liability Professional Liability
BOP
Workman's Comp
Commercial Auto
Medicare/ Health Insurance
From enrollment into Medicare to picking a level of coverage and provider, we have your back and annual reviews are included! Marketplace/ Group and Private Health Insurance offered through Cigna, Brighthouse, AM Better and Molina.
Annuities
Annuities can be a great tool. We can explain the different types and reasons for using them. Diversify for success.
Why
Us
Deep Industry Knowledge
Years of Experience
We have been educating people on Medicare, Health Insurance and Life since 2012. Our certification in long term care was in 2013. We became series 7 and 66 financial advisors in 2016. In 2021 we added general lines. We are appointed with 40 carriers and have 20 years of combined insurance experience.
In-House Services
Strategic relationship with RFW Wealth Advisors.
https://www.rfwwealthadvisors.com/our-team
AND
AAA Construction School and BSI Contractor Services
https://www.aaaconstructionschool.com/
Contact
Us
Our Address
4776 Hodges Boulevard Suite 203
Jacksonville, Florida 32224
34 S. Arlington Rd. Jacksonville, FL 32211
Fruit Cove/ Julington Creek
Our Phone No.
904-747-2440