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ADVANCED PLANNING ADVISORS

Welcome to Advanced Planning Advisors, where we believe your life matters. Your source for all Insurance products In the senior marketplace!

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Medicare Supplements

A Medicare Supplement Insurance (Medigap) policy helps pay some of the health care costs that Original Medicare doesn't cover.

Medicare Advantage

You can get your Medicare benefits through Original Medicare, or a Medicare Advantage Plan (like an HMO or PPO).

Dental, Hearing, Vision

Senior friendly comprehensive dental coverage.

Senior Life Insurance

Whole life insurance issued on a simplified basis. The insured does not have to take a doctors physical or do blood or other tests.

Critical Illness, Hospital Indemnity & Disability

Critical Illness is insurance that pays a preselected benefit  amount directly to the insured in the event the insured suffers a heart attack , Cancer or Stroke.

About Our Agency

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Advanced Planning Advisors History

One of South Florida’s premier agencies providing our senior residents with financial programs for over 10 years.  Our experienced and certified agents have a fiduciary  responsibility to you the customer in understanding your needs and providing the programs to fill those needs.

 

We represent multiple life insurance Health Insurance and annuity companies all with an A.M. Best rating of B+ or higher plus the highest rated health insurance (4 Star or better) and ancillary product providers.  This allows us to offer our customers the best coverage with the Nation’s best companies at the lowest cost anywhere in the state of Florida.

Our APA Professionals

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Walt Roberts

President & CEO

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Thomas Bachmann

Southwest Florida

Vice President of Sales

Carriers

Life Insurance

Americo, American Amicable, Forsters Financial,

Core Group, Great Western, Mutual of Omaha, Sagior,

Prosperity, Security National, Sentinel Security,

Trans America, United American,  Liberty Bankers Life,

Symetra, Protective, Pacific Life, Assurity

Health and Medicare Coverage

Aetna, Freedom Health, Optimum Health, Care Plus, 

Humana, United Health Care, Wellcare, Simply,

Thrivent, Devoted

Critical Illness, Hospital Indemnity & Disability

Heartland, Guarantee Life Trust, United Health Care, 

Aetna, UNL

Dental Hearing and Vision

National Care Dental by Metlife, Cigna

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Request For a Quote

For a FREE no obligation Quote fill out the request form.

OR 

Contact us Now!

​Cell: 941-275-0762

Office: 941-460-6428

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