★ D-SNP SPECIALIST
⚡ QUICK RESPONSE
CA
MA
MI
NC
OR
+3 more
I believe true financial well-being includes both smart strategy and peace of mind. As a Wealth & Wellness Strategist, I empower individuals and families to elevate their wealth, wellness, and wisdom through personalized guidance and education. The Medicare landscape can be overwhelming. I walk clients through their options using a clear, step-by-step approach, offering unbiased recommendations and long-term planning support so they can make confident decisions for today and the future. In addition to Medicare, in the healthcare space I help small business owners, self-employed, contract/gig workers obtain affordable healthcare plans for less than marketplace rates. My clients value knowing they have a trusted advocate in their corner every step of the way. I provide comprehensive planning and ongoing support in multiple states.
★ D-SNP SPECIALIST
⚡ QUICK RESPONSE
CT
MA
NC
Greetings! I'm William, a Medicare insurance agent dedicated to serving your local area. Medicare is my area of expertise, and I'm committed to helping you pinpoint the most suitable plan for your individual needs and budget. I'll handle the research and comparison of plans from top national and local companies, so you can relax. Plus, my assistance comes at absolutely no cost to you. Reach out to me today to discuss your Medicare insurance possibilities, and remember to mention you found me through !
⚡ QUICK RESPONSE
CA
AZ
CO
CT
FL
+29 more
I have been providing choices and solutions to the Medicare community since 2009 and have expanded to 37 states, now serving the needs of over 1000 clients. Prior to health insurance, I worked as a Chief Operating Officer, Vice President, and Division Manager in real estate finance for more than 30 years, managing and administering business groups for major corporations such as Bank of America, Crocker Bank, California Federal Savings and Loan, and Home Federal Savings and Loan. In addition, I also have experience in real estate development, where I built homes in several areas including Poway, Rancho Santa Fe and Ramona. I am a proud parent of three children, all of whom are married. My wife and I have six grandchildren.