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CONTACT GRACE TODAY! 866-481-5550
Retire with Grace News

Medicare & Health Insurance

Grace Advisory Group

Grace Advisory is your Southwest Florida medicare and health insurance specialist.

Grace Advisory Group

HEALTH & WEALTH
go hand in hand

Grace Advisory Group is proud to offer a comprehensive HEALTH & WEALTH
program, designed to simplify the key areas of your financial planning.

ENJOY THE BENEFITS OF HEALTH & WEALTH!

Grace Advisory Group

HEALTH CARE INSURANCE AND MEDICARE PLANNING

Grace Advisory Group can offer you competitively priced plans to help protect against rising healthcare costs including:

• Medicare, Parts B, D and Medicare Advantage Plans
• Medicare Supplements including Plan F High Deductible and Medi-Gap Plans
• Analyzing Long-Term Care Plans
• Indemnity Plans for Critical Illness, Hospital and First Diagnosis of Cancer
• Health, Dental, Vision, Hearing Plans and Travel Insurance for all Ages

Our Medi-Gap plans offer the choice to visit any physician, specialist and hospital in the U.S. We offer competitive rates for several major carriers such as AARP and Mutual of Omaha.

Grace Advisory Group

Services

Medicare Supplement Policies

Medicare Supplement policies cover costs not paid by Medicare, such as co-pays and deductibles for doctor visits and hospitalization. Plans offer comprehensive coverage so you can see any doctor and there are usually few if any out-of-pocket expenses. Learn more and Get Quote

Medicare Part D

Medicare Part D is the federal government's prescription drug program that covers both brand-name and generic prescription drugs at participating pharmacies in your area. Learn more and Get Quote

Long-Term Care Insurance

Long-Term Care insurance provides coverage for many services used by people who have disabilities or chronic (long-lasting) illnesses. Both tax-qualified and non-qualified plans as well as a special stand alone home health care plan are available. Lean more and Get Quote

Life Insurance

Life Insurance can be an important part of your estate plan. Final expense, Term life and Whole life insurance policies are available to help plan for the future. Lean more and Get Quote

Dental Insurance

Dental Insurance is an important complement to any health insurance plan. We offer simple and flexible dental plans available to individuals from 18 years old and beyond. Lean more and Get Quote

Individual Health Insurance

Health insurance minimizes the risk of financial loss due to illness and injuries. High quality individual health insurance plans can be purchased to meet short- and long-term needs. Learn more and Get Quote

Specialty Products

Look here for additional products including vision and non-insurance health benefits. Learn more and Get Quote

Travel Insurance

There are many types of travel insurance and choosing the right plan can be confusing. Becoming familiar with the basic types of plans and the specialized terms will make it easier to compare plans. Learn more and Get Quote

Prescription Drug Discount Card

Get a FREE Discount Prescription Drug Card that provides members with average savings of 32%-35% off Usual and Customary Pricing with savings as high as 75% on some medications. This card is pre-activated and can be used immediately. Learn more and Get Quote

Annuity Products

Annuities help you plan for a long life by providing for an income upon retirement. Annuities are the opposite of life insurance providing a monthly income during your life time.

Talk to our licensed life insurance professionals to learn more. Learn more and Get Quote

Grace Advisory Group

LIFE INSURANCE AS PENSION ALTERNATIVE

For those who are not eligible for a company pension plan, life insurance can be a surprisingly
beneficial option. Ask us about our Indexed Universal Life Insurance plans.

TAX-FREE RETIREMENT

Could you retire tax-free? Our proprietary Super Roth Retirement Plan can pave the way.

WEALTH MANAGEMENT & RETIREMENT INCOME PLANNING

Our retirement planners provide wealth management solutions that focus on your risk limits.

• Maintain your lifestyle
• Reduce your tax burden
• Provide more reliable income in retirement
• Secure your family legacy

ENJOY THE BENEFITS OF HEALTH & WEALTH!

Want to Learn More?

Looking for medicare and health insurance solutions? Grace Advisory Group can help!

Talk to one of our knowledgeable health insurance specialists.

In order to choose the best insurance and benefit options for you, we’ll first examine your individual situation, goals and circumstances.

Please click below or call us today at 866-481-5550 to set up your meeting.

Access our

We're committed to helping you make informed decisions about your financial future. Request instant access to this helpful retirement planning kit.

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Phone

Toll Free: 866-481-5550

Fax: (239) 481-5545

Email: info@gracetax.com

Headquarters

13450 Parker Commons Blvd.

Suite 103

Fort Myers, FL 33912

Cities We Serve

Fort Myers
Naples
Marco Island
Estero
Bonita Springs
Sanibel-Captiva

Cape Coral
Port Charlotte
Punta Gorda
Englewood
North Port
Venice