Our Main Products and Services

You can automatically enroll in the plans indicated with an asterisk * by going to the Company Links Page or by clicking here

  • Medicare Supplement Insurance
  • Medicare Advantage Plans *
  • Prescription Drug Plans
  • Help Enrolling in Medicare and/or Social Security
  • Help applying for LIS or Low Income Subsidy/Extra Help
  • Healthcare.gov plans (ACA) available on HealthSherpa *  
  • Analysis of your drug options
  • Referrals to Doctors accepting new patients
  • Educational Seminars
  • Individual Appointments
  • Recommendations for plans that best meet your needs and fit in your budget
  • Long Term Care Insurance
  • Short Term Medical insurance for Individuals and Families
  • Gap Insurance
  • Whole Life and Final Expense Life Insurance
  • The Dual Special Needs Plan is a special plan for those eligible for both Medicare and Medicaid that is now available in Monroe County.

We do not carry every plan that Medicare offers. Refer to your local State Health Insurance Assistance Plans (SHIP) Agency or the Medicare Website for your complete list of plans.


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jimsanto44@yahoo.com | (812) 287-7968