EXPERIEnced. Dedicated.

lydia-about

Lydia is a former educator with a Bachelors degree in Psychology and a Masters degree in Education. She has excelled in the Insurance industry for over 30 years, due to her passion for educating her clients and making sure they are well matched to the plan they had selected. Lydia was also elevated to the position of Regional Sales Manager for two separate districts in Florida. She has always been a mentor to her fellow agents, and has an undying compassion to be of service to her clients.

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Richard has been in the insurance industry for over 30 years. He started out as a United States Marine and a Vietnam combat veteran. During his time in the insurance industry he has served in sales and management positions. Richard has also served as a Six Sigma Quality Black Belt. Today he spends most of his time managing day to day business operations with one eye on the present, and the other on the future. Richard and Lydia have been married for over 39 years!

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Richard II graduated UCF with a Bachelors degree in both History and Political Science. He went on to attend and graduate from Stetson University College of Law and holds a Juris Doctorate degree. Since then he has joined our organization and has become an irreplaceable asset and resource for our clients. In addition to selling insurance, Richard II looks forward to offering financial investment products and services to our clients.

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Stephanie brings over 18 years Medical Technology industry experience, having held leadership positions in global sales, marketing, training, and education. She holds a Bachelor of Science in Marketing from the University of Central Florida, and a Master of Science in Organization Development from Pepperdine University. With her experience in designing comprehensive learning experiences, Stephanie will lead our expansion efforts around insurance-related educational offerings. Through the delivery of these programs, we are committed to strengthening the customer’s experience and confidence with insurance products so they may never feel unprepared in making a buying or self-insuring decision.

Who we are

For over 30 years our focus has been exclusively on providing information, education and answers to individuals with personal insurance questions. We will walk you through the Medicare process, from considering if you should enroll in Medicare to selecting a plan appropriate to your needs. We’ll verify that your doctors accept this plan, that your medications are covered and what their cost will be, and we'll even tell you if you should keep your present coverage.

Every year we will make you aware of any changes in Medicare along with changes to your plan. We will inform you when new plans enter the marketplace that may provide better benefits and we will guide you so that you can make necessary changes, without it ever costing you a fee. Above all else, we will remain your personal representative for the life of your plan.

  • Know all your options and save hundreds or even thousands of dollars
  • Get the advice & guidance you need at no cost to you
  • Rely on over 50 years of knowledge & expertise to know you’re getting the best information you need

My husband and I met Richard and Lydia when I retired at one of their Medicare seminars. I needed clarification of the plans they discussed so we scheduled an in home visit. Richard was very professional and informative. Subsequently, after we enrolled in Medicare I have communicated with both he and Lydia regarding other questions. I find both of them to be personable, patient, willing to answer any questions we had and they always make sure that we understood the plan. I can call them anytime and I know that they will return my call (if not available) and they always make sure that answer(s) they give is satisfactory to us.

- Myrtle

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