We use our extensive experience to provide you with tailored and comprehensive solutions for a secure and comfortable retirement
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 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.
Many years in business
100% customer satisfaction
Knowledgeable advisors to help you
Multiple coverage options to choose from
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.
Enrollment can feel confusing because there are terms, deadlines, and choices that seem permanent. Many people have questions, but stay quiet because they do not want to sound uninformed. That silence can lead to missed coverage or a plan that does not fit. As an insurance company, we hear the same concerns every season. Here […]
Wellness plans often fail because they demand big changes while real life stays busy. A plan that works should be simple, flexible, and built around your routine. As an insurance company, we see the best results come from steady habits plus smart use of preventive care. Here is a practical way to build a plan […]
Life does not always follow a neat budget. A job change, a medical bill, or a season of higher expenses can make you wonder if you can pause your whole life insurance payments for a while. Whole-life policies are built for the long run, so many policies include features that can help during a temporary […]
We extend coverage to individuals and businesses in Longmeadow, MA and surrounding areas.
