Welcome to Advanced Planning Advisors, where we believe your life matters!
1 941 460-6428
info@apa-health.com
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Advanced Planning Advisors
Your source for all Insurance products In the senior marketplace!
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Medicare Supplements
Medicare Advantage
Senior Life Insurance
A Medicare Supplement Insurance (Medigap) policy helps pay some of the health care costs that Original Medicare doesn't cover.
You can get your Medicare benefits through Original Medicare, or a Medicare Advantage Plan (like an HMO or PPO).
Whole life insurance issued on a simplified basis. The insured does not have to take a doctors physical or do blood or other tests.
Dental, Hearing, Vision
Critical Illness, Hospital Indemnity & Disability
Senior friendly comprehensive dental coverage.
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.
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.
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Our APA Professionals
As Chief Marketing Officer, Mr. Roberts is charged with the leadership of the following areas: Agent Recruiting, Agent Training, Carrier Relation, Field Life Sales, Call Center Sales and New Product Research and Development.
Mr. Roberts has worked in the insurance industry since 1982 in various capacities, including: Direct Marketing, Lead Development, Agency Development and Sales Training and Management. Prior to coming to One Life America, he served Union Bankers Life Insurance as Senior Vice President of Marketing overseeing a hundred plus member staff and responsible for overall sales of over 900 field agents and 16 agencies.
Mr. Roberts has also served in executive positions with Guarantee Reserve Life Insurance, Irish Life of North America and Lincoln Insurance. He holds an LUTCF designation.
Walt Roberts
President & CEO
Mr. Bachmann has over 35 years of sales and marketing experience with the last seven as a certified agent in the Life and health care insurance industry. His experience and industry knowledge enables him to respond to the needs of our customers and work with them in developing a plan that is best suited for their needs.
Thomas Bachmann
Southwest Florida
Regional Director
Richard Muniz
Senior Client Advisor
Allen Muniz
Southeast Florida
Regional Director
Life Insurance
Americo, American Amicable, American General, Foresters Financial, Transamerica, Mutual Of Omaha, Prosertity, Sentinel Security, Great Western, Gerber
Medicare Supplement
Americo, United Health Care AARP, Mutual of Omaha, United American, Humana, Renisance
Medicare Advantage
United Health Care AARP , Humana, Freedom Health Care, Optimum Health Care, Atena, WellCare, Care Plus
Critical Illness, Hospital Indemity and Accident
Guaranteed Trust, Atena, Mutual Of Omaha, HeartLand
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APA Carriers
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For a Free no obligation Quote click on the orange button on the right and fill out the request form.
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Products
Corporate Office
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.
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