Medicare

What it Is ... and Isn't

All your life you have probably heard the term Medicare …. a program for senior’s medical care, right?

Now as you approach retirement, and/or the age of 65, you need to know exactly what Medicare will accomplish for you personally. How will Medicare fit into other retirement plans and needs?  What do you need to do, and when?

You have questions, and everyone it seems has answers, - family, friends, coworkers - all share information and stories of what can and has gone right or wrong with Medicare options.

Physician Holding Medicare Patient Hand
Medicare Image

Now more than ever, you need expert advice to make an informed decision.

When it comes to Medicare options, you need someone you can trust.

Jim Willis is the “Medicare Maze Master”.

James H. Willis, III is the President and Founder of The Willis Agency, based in Land O' Lakes, Florida.  Since 1988 Jim has helped guide thousands through the confusing Medicare maze and into programs tailored for each individual based on personal choices and needs.As an independent agent, Jim is licensed with multiple companies. His agency offers more than 50 Medicare plans to meet clients needs.

 

The Willis Agency understands you require timely, factual information. We offer Medicare Assistance Services totally free of charge and take the time to thoroughly explain:

  • Medicare Parts, and Plans
  • Deadlines, Dates, and Penalties
  • Supplemental Plans
  • Advantage Plans
  • Prescription Drug Plans
  • Dual Eligibility Plans

Schedule your free consultation today! Eliminate paperwork, confusion, and stress!

Caroline

"Jim has helped us for over 14 years but never as much as when my family and I needed him during the illness and death of my husband. He has not only been our financial advisor, but a friend and confidant and has been there every step of the way... Thank you so much Jim."

Rick & Susan

"When it suddenly hit me that retirement wasn’t so far away, I called Jim for help. We went over all my finances, talked about the plans my wife and I had for retirement, our hopes to travel, to leave our children an inheritance, charitable giving, even our health. Jim recommended a strategy that will give us a lifetime income and allow us to do most of what we hope to do. Thanks Jim!!!"

Wayne & Colleen

"We have found Jim to be sincere and honest which is so important to us. As we have gotten older, our desires and needs have changed, but all of the products Jim recommended to us have served us well. We are very happy with his services."

Dave & Sara

"We met Jim after we’d been retired a few years, and just asked him over for a friendly Estate Review... Jim showed us that unless we changed our spending and investments, in 12 years we would be completely out of funds. Jim spent many hours with us setting up a new financial plan, not only securing us the lifestyle we wanted, but covered our future plans."

Step 1: Initial Phone Meeting

The purpose of this phone call is to start to understand your situation, needs, and goals.

Step 2: Discovery Meeting

This is a deeper dive into what your desired outcomes are and what gives your life significance.

Step 3: Game Plan Presented

Based on your provided information, several options will be outlined that best fit your desired outcomes.

Get Your Free Retirement Worksheet