Here at Insurance, Investments & More, Inc., we offer many services for both individuals and businesses

What we can help you achieve

We do not work for any one insurance company. We work for you. By representing many of the leading insurance company’s, we can be objective and represent you and your companies best interests. We evaluate all your specific needs before making any recommendations.

Our Services

Our Specialties

  • Strategic Insurance Planning

  • Investment Planning

  • Education Planning

  • Retirement Planning

  • Estate Planning

  • Health Insurance

All Carriers

  • Aetna

  • Aetna SilverScript

  • AFLAC

  • AllState

  • American General

  • Ambetter

  • AvMed

  • Cigna

  • Delta Dental

  • BCBS of FL

  • Gerber Life

  • Guardian

  • Humana

  • John Hancock

  • Metlife

  • Midland National

  • Molina

  • Mutual of Omaha

  • New Era

  • Oscar

  • Petersen International (Lloyds Of London)

  • Principal Life

  • Simply Healthcare

  • United American

  • UnitedHealthcare®

  • Unum

  • Vision Service Plan (VSP)

  • Wellcare

  • & Many More!

Our Benefits

Personal Agent Interaction

Unlike call centers with no personal touch, we care about your unique situation. You are not just a number in a call queue. We pride ourselves in taking the time to get to know our clients and helping them select a plan they will be happy with.

Customer Care

We pride ourselves on our responsiveness to our clients. We will strive to get back to you in a timely manner and when we do, we like to make the process as smooth as possible. We have constant communication between the individual and the insurance carriers.

Coverage Strategies

It’s no secret that the cost of healthcare has been spiraling out of control in recent years. Individuals have been hard pressed to keep up with the pace of inflation. More and more, costs have been rising when it comes to premiums. Establishing the proper plan can help reduce those costs. Utilizing our extensive experience and innovative strategies, we can help you find the right balance of affordability and coverage.