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We believe health and wealth are intertwined, forming the foundation for a secure future. At our core, we are dedicated to guiding you through comprehensive planning that encompasses both aspects of your life. By integrating health and wealth management strategies, we ensure that your financial well-being is safeguarded against unexpected health-related expenses and vice versa.
Everyone has different insurance needs. Call us today for a personalized business or individual assessment and find out how we can help protect your hard-won assets.
Many financial experts will tell you some unforeseen events and a lack of the right kind of insurance can spell trouble quickly. Call us today, and we'll analyze your insurance needs and get you covered quickly.
Val's career in the insurance industry spans back to 2005, a pivotal year marked by the introduction of Prescription Drug Plans (PDP) under Medicare. Since then, she has immersed herself in various facets of Medicare insurance, specializing in enrolling beneficiaries in a wide array of plans such as Medicare Advantage Plans, Medicare Supplements Insurance, Prescription Drug Plans (PDP), Long-Term Care (LTC) coverage, and Disability Plans.
Her professional journey is underscored by leadership roles where she has successfully managed large teams of agents representing major insurance carriers. This experience has not only honed her expertise in the intricacies of Medicare and health insurance products but also positioned her as a respected figure within the industry.
Overall, Val's career trajectory is a testament to her deep-seated expertise, leadership acumen, and passion for advancing health insurance practices and health equity initiatives within the insurance industry and beyond.
We love our customers, so please contact us to schedule an appointment.
505 Beachland Boulevard, Vero Beach, Florida 32963, United States
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