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We assist you in making Smart Insurance Decisions

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Our Mission

We are committed to serving our clients with honesty, putting their needs first, and providing quality insurance and financial solutions they can trust. We believe in listening, educating, and helping each client make informed decisions that protect their families, their futures, and what matters most.

Honesty • Serve • Quality
About our approach

Guidance that starts with you.

Questions first, not a product pitch. We focus on your priorities, timing, and budget.

Coverage decisions affect your health, family, home, and retirement. We explain options plainly, answer your questions, and show the reasoning behind each recommendation.

Coverage that fits your goals.

Explore one area or review the full picture together.

Retirement Planning

Retirement Planning

Plan income for the years ahead.

Discuss annuities

Mortgage Protection

Help your family manage home-related obligations if the unexpected happens.

Explore this coverage

Carriers we represent

  • Aetna
  • Anthem
  • CarePlus
  • Devoted
  • Freedom Health
  • HealthSpring
  • Humana
  • Optimum Healthcare
  • Simply
  • UnitedHealthcare
  • WellCare

From question to decision.

1

Tell us what’s changing

Start with a Medicare milestone, retirement date, family need, or new home.

2

Review your priorities

We discuss your goals and explain relevant options in plain language.

3

Decide with confidence

Take your time. If an option fits, you’ll understand why and what comes next.

Resources

Prepare for a clearer conversation.

A few notes can make a coverage review more useful.

Enrollment timing

Note key dates, current coverage, and recent life changes.

Family protection

List the people and obligations your coverage should help protect.

Retirement income

Bring your income goals, timeline, and questions about fees, access, and guarantees.

Licensed in Florida, Indiana, and New Jersey.Appointments are available by phone or video.
Let’s start with your question

Request a conversation.

Add a few details and send your request, or call, text, or email us directly.

Call or text Golden Years Insurance Services786-380-2552info@goldenyearsinsuranceservices.co

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