Independent Insurance Broker in Parrish, FL
If you’re here to compare medicare plans, review life insurance, or explore annuity options, you’re in the right place. AEGIS Elder Advisors makes it easy to choose coverage that fits your doctors, prescriptions, & budget in Parrish, Ellenton, Palmetto, and across Manatee County.
Why Local Matters
Why Choose AEGIS Elder Advisors?
For more than 40 years, we’ve helped neighbors north of the Manatee River make confident decisions. As a veteran-owned, women-owned independent insurance broker, we compare plans from many companies instead of pushing a single carrier. You’ll get one-on-one guidance from “Greg the Medicare Guy” at CVS, at your kitchen table, or by phone/Zoom—whatever’s easiest.
Medicare & Senior Health Plans
I compare Advantage, Medigap, and Part D—your doctors, drugs, and costs—so you pick confidently in Parrish.
Annuities & Retirement Income
Fixed and indexed annuities create guaranteed paychecks—groceries, FPL, meds covered—no market drama required.
Life Insurance & Wealth Planning
Dividend-paying whole life for cash value, family banking, and clean legacy plans the grandkids will actually feel.
Additional Insurance Solutions
Dental/vision, hospital indemnity, long-term care, and travel medical—plugging real gaps with local, no-nonsense coverage.
Individual Health Insurance
Affordable ACA Marketplace and private plan options, simplified for you.
Group Health Insurance
Smarter employee benefits for teams of any size.
Medicare Plans
Medicare Advantage, Supplements, and Part D explained in plain English.
Learn Before You Enroll
Resources for Peace of Mind
Preview our Medicare guide online, check enrollment timelines, and read timely articles on plan changes and annual election season tips. When you’re ready, we’ll tailor your choices to your doctors, budget, and travel plans.
Enrollment Dates That Matter
Here is the quick calendar I use in so you avoid penalties and gaps with Medicare.
Initial Enrollment Period (IEP)
Seven months around your 65th birthday month. Three before, your month, three after. Enroll in Parts A and B through Social Security. Pair it with prescription drug plans or medigap plans if you want Original Medicare with flexibility.
Annual Enrollment Period (AEP
Oct 15 to Dec 7.
Review your coverage for the next year. Switch Part D plans or move between Medicare Advantage and Original Medicare. New coverage starts Jan 1.
Medicare Advantage Open Enrollment
Jan 1 to Mar 31.
If you are on an Advantage plan, you can make one change. Switch to another Advantage plan or return to Original Medicare with Part D.
General Enrollment Period (GEP)
Jan 1 to Mar 31.
if you missed Part B. Coverage starts the month after you enroll.
Special Enrollment Periods (SEPs)
Life events open a window. Retiring from employer coverage, moving between zip codes like 34219 and 34221, losing creditable drug coverage, or qualifying for a special needs or dual eligible plan. If you are turning 65 soon, start with the countdown to 65 medicare guide and we will line up timing with your doctors and pharmacy.
Let's get started
Serving Parrish & Nearby Communities
We work with seniors and families in Parrish (34219), Ellenton (34222), Palmetto (34221), Sun City Center, and greater Tampa Bay. Home visits are available by request; virtual appointments are always an option.
Prefer a quick call, a CVS meeting in Parrish, or a Zoom chat? Use our 24/7 calendar to reserve a visit and we’ll confirm by phone. Bring your medication list, current cards, and any questions—you’ll leave with a clear plan.
