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


I am part of, 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
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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.


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.


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.


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.


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.


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.


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.


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
  • WellCare_Health_Plans_Logo
    Harvard Pilgrim Health Care
    TUFT Health Plan

News & Blog

Latest Insight, Insurance Trends

July 10, 2024
How Shedding Pounds Helps in Reducing Insurance Premium

Losing weight can be advantageous for your finances as well as your health, especially in regards to insurance rates. For many Americans, managing weight is a critical component in reducing health risks such as heart disease, diabetes, and high blood pressure. What's less commonly known is that obtaining and maintaining a healthy weight might also […]

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July 7, 2024
How the Affordable Care Act Transformed Your Health Insurance: Key Impacts and Benefits

Since its enactment in 2010, the Affordable Care Act (ACA) has significantly reshaped the landscape of health insurance in the United States. Aimed at expanding access to insurance, reducing healthcare costs, and improving healthcare quality, the ACA has introduced several fundamental changes that have transformed how Americans interact with their health insurance. Here's a closer […]

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July 4, 2024
The Future of Health Insurance: Exciting Trends and Groundbreaking Innovations

The health insurance landscape in the United States is on the brink of revolutionary change. Driven by technological advances, regulatory shifts, and a deeper understanding of patient needs, the industry is gearing up for a future where flexibility, efficiency, and patient-centricity are key. Americans can expect from the next wave of health insurance innovations. 1. […]

Read More

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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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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