SafelyRetire | Best Insurance Agency in Longmeadow, MA

Safely Retire: with over a decade of experience in the insurance industry and over 25 years in finance

We use our extensive experience to provide you with tailored and comprehensive solutions for a secure and comfortable retirement

6 Major benefits of working with an independent agent

We work with multiple insurance companies.

We work with different insurance companies that offer a wide variety of coverage options and price points


We are licensed professionals

We are licensed experts and can explain the complexities of insurance in simple terms, helping you make smart decisions


We work for you and will be your advocate

We are your agent and your advocate working with the insurance company on your behalf


We offer a wide variety of insurance solutions

We offer one-stop shopping we can often meet all of your insurance needs as we work with multiple insurance companies


We are your neighborhood friend

As independent agents, we are your neighbors we understand the benefits and challenges of living in our locale


We are your lifelong consultants

We are connected for a lifetime and we are happy to periodically review your coverage

SafelyRetire is committed to delivering exceptional service with a focus on expertise and quality care.

SafelyRetire is a nationally licensed and recognized insurance brokerage firm with a decade of experience in the industry. We specialize in providing life, medicare, retirement, and health insurance to individuals and families. Our team of experts has over 25 years of experience in finance, and we are committed to providing our clients with the knowledge, resources, and support they need to make informed decisions about their insurance coverage.

We understand that insurance can be complex and overwhelming, so we take a personalized approach to help our clients navigate the process. Our team of experts will work with you to understand your specific needs and goals and to find the best coverage options that fit your budget.

At SafelyRetire, we are committed to providing our clients with the highest service and support. We pride ourselves on being available to answer any questions and address any concerns you may have. In addition, we are dedicated to building long-term relationships based on trust and integrity.

National Association of Senior Advocates
Medicare Supplement Professional

Insurance Solution
We Specialize In

SafelyRetire/ term life insurance
Life and Health

Life and Health Insurance are important financial tools to have in place for the future.

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Medicare Insurance

If you’re on Medicare, or will be soon, you need to make sure you have the best insurance coverage possible.

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Many years in business

100% customer satisfaction

Knowledgeable advisors to help you

Multiple coverage options to choose from

Safemoney

I am part of SafeMoney.com, an educational finance site that has been featured on media outlets reaching over 84 million households in the U.S. Google ranks them as the #1 online resource for safe financial strategies. You can visit my personal page and download three of their most popular booklets directly from there. There is never any cost to you for this, since I am a member. Just let them know on the download request that I referred you. We are here to help you.

My Membership Page
SafelyRetire - Annuitiy InsightsSafelyRetire - Retirement ReportSafelyRetire - Retirement Simplified
SafelyRetire - MedicareSafelyRetire - Mistakes made by Seniors

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Insurance Coverage

Automatic Medicare Enrollment
Enrolling in Medicare
Retention & Recruitment
Employees & Families Coverage
Tax Deductible Premiums
Adult Day Care
Modifications to House

Automatic Medicare Enrollment

Risk Factors

Some people get Medicare Part A (Hospital Insurance) and Part B (Medical Insurance) automatically and some people need to sign up for them.

Solution

People living in the United States and U.S. Territories who are already collecting Social Security—either disability or retirement—are automatically enrolled into Part A and Part B when they’re first eligible.

Enrolling in Medicare

Risk Factors

Not knowing when to enroll in Medicare can be challenging.

Solution

You can only enroll in Medicare if you meet certain requirements and for a specific amount of time. There are rules for each of these enrollment periods, and if you fail to comply, you may end up paying financial penalties.

Retention & Recruitment Coverage

Risk Factors

Most people want to work at organizations where they feel valued when they knock a project out of the park or meet a tight deadline. But they also want to know their company cares about them on a personal level. If they don’t feel valued, they might start losing interest.

Solution

Since many organizations don’t offer vision benefits as part of their healthcare package, providing them at your company can give you a leg up in recruiting and retention efforts. Prospective and current team members will see you’re willing to go the extra mile for them, giving you a better sales pitch for promising new talent and potentially making valuable employees more likely to stick around for the long haul.

Employees & Families Coverage

Risk Factors

When an employee gets disabled due to an accident or a disease, they may keep thinking about the medical expenses and lose their peace of mind.

Solution

It replaces some or all employees' income during disability to keep them focused on recovery and returning to work.

Tax Deductible Premiums

Risk Factors

Businesses are always concerned about how much tax they should pay.

Solution

You can take pre-tax company-paid premiums as a business tax deduction.

Adult Day Care Coverage

Risk Factors

You may have to pay them for their services from your pocket if you hire a caregiver.

Solution

Policies may cover community care, which usually means adult day care, so you don’t need to pay them all by yourself.

Modifications to House Coverage

Risk Factors

You may need to build a wheelchair ramp for one of your family members because of their medical conditions.

Solution

Some policies may even pay benefits to family members who act as caregivers or cover home modifications, such as adding wheelchair ramps or installing safety devices.

Our Carriers

  • Aetna-logo
    United Health
    Cigna
    Mutual-of-Omaha-logo
  • WellCare_Health_Plans_Logo
    Foresters_Financial
    Harvard Pilgrim Health Care
    TUFT Health Plan

News & Blog

Latest Insight, Insurance Trends

April 12, 2024
Your Guide to Bulletproof Health: How the Right Insurance Plan Can Be a Game Changer!

In today's fast-paced world, managing health and wellness has become paramount. Yet, with the complexities of life, unforeseen health issues can arise at any moment. This is where the right health insurance plan doesn't just act as a safety net. It becomes a game changer in your life. For Americans navigating the intricacies of healthcare, […]

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April 8, 2024
The Ultimate Guide to Enjoying Your Retirement with Medicare's Hidden Perks

Many look forward to retirement, a time for relaxation, exploring hobbies, and spending quality moments with loved ones. However, navigating the healthcare maze can be daunting, especially when understanding Medicare's benefits. Did you know that Medicare has several hidden perks that can significantly enhance your retirement life? Here's your ultimate guide to making the most […]

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April 4, 2024
Unlocking the Mystery: How Life Insurance Can Secure Your Child's Education

Planning for the future often gets pushed back in the whirlwind of daily life, juggling work commitments, family time, and the never-ending to-do list. However, securing your child's education is a concern that quietly lingers in the minds of most parents. The rising costs of education in the United States are no secret, and with […]

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Contact SafelyRetire

Located in Longmeadow, WA, SafelyRetire is an independent agency that is dedicated to assisting you in finding the ideal coverage to suit your needs.
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Get Professional Consultation

(413) 214-5663
107 Woolworth St Longmeadow, MA 01106

Longmeadow, MA

We extend coverage to individuals and businesses in Longmeadow, MA and surrounding areas.

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