Retirement Consultants
We help with Retirement
Social Security & Medicare planning
Avoid costly mistakes
Overwhelmed with Social Security & Medicare?
SIT BACK AND RELAX, we are here to HELP YOU
Our Company
Advantage 1 Insurance LLC has been serving the Florida community since 2019. As we are expanding, we are licensed in 5 states; AZ, FL, NC, NJ, PA. Our consultants have over 20 years of industry experience, and have an excellent track record in providing value for our clients. Our team specializes in assisting individuals who are retired, or nearing retirement, offering personalized guidance to ensure a smooth transition into this new phase of life, and providing ongoing support throughout each year of retirement.
We work closely with clients to evaluate retirement income, including Social Security, and develop a tailored plan that focuses on securing income and minimizing risks . Providing expert advice on optimizing Social Security benefits, navigating complexities of healthcare options such as Medicare or Medicaid, and provide awareness of Estate Planning, you can sit back and relax, knowing we are here to help. Our retirement consultants ensure that our clients have a comprehensive strategy in place.
Most of our consulting services are at no cost to you. So how do we get paid? If you decide on a product or service we suggest, we are paid through the carriers we represent as a licensed agent, so they pay us, not you! Your premium payments are paid directly to the carrier or service you select, and they are no higher premiums using our services than going direct. So why not use our professional service and save on the headaches. Also, there is no obligation to purchase products or services from us, but if you like our recommendations, we would love to help you enroll in coverage or plans that work for you and become part of our family! We look forward to serving you year after year during your retirement!
Our retirement consultants are certified and/or licensed with over 25 major life and health carriers, giving us the ability to shop and compare benefits, pricing, and service between multiple carriers. We want you to choose the right company and coverage for your specific needs and budget.
We do not offer every plan in your area. Currently we represent over 25 life and health carriers, with over 325 plans. For all Medicare plans in your area, please go to medicare.gov for further information.
Due to various carriers in different zip codes, we disclose all carriers and plans we represent in your area during our initial call.
Mission
Our Purpose
Is to guide individuals toward greater clarity, confidence, and aligned living — through meaningful coaching and intentional growth.
Create space for self-discovery and personal breakthroughs
Empower action through clarity and mindset shifts
Support growth with empathy, structure, and accountability
Encourage purpose-driven choices and long-term fulfillment
Build lasting transformation through deep, honest conversations
Our Services
25+
Carrier Relationships
20+
Years of Broker Experience
100%
Client Satisfaction
Our Process
1 - Free Initial Call
We’ll connect to identify your needs and goals and see if we’re the right fit. If so, we will go over our next steps to build out a solution for you.
2 - Clarity & Roadmap
Our retirement specialist go to work for you, researching all your options, and preparing a roadmap and/or quotes for your consultation call.
3 - Consultation Call
We go over your personalized roadmap to meet your needs and goals. If you are happy with our recommendation, and you are ready to move forward, we will enroll you. If you need more time, no pressure, there is no obligation to enroll with us. We are glad we are able to assit you.
4 - Support
We are here for you every step of the way. Once our recommendations are accepted, we enroll in the program that best suits your needs and provide ongoing support year after year.
Process
Our Coaching Process
1 - Book Your Free Discovery Call
We’ll connect to explore your goals and see if we’re the right fit.
2 - Clarity & Roadmap
Together, we define your vision and create a personalized plan for growth.
3 - Weekly Coaching Sessions
We meet regularly for powerful conversations, tools, and accountability.
4 - Sustainable Transformation
You walk away with clarity, confidence, and lasting mindset shifts.
Google Reviews
Trusted by Customers
"We had an incredible experience with Advantage 1 Insurance. They were very helpful, honest and fourth-right. They disclosed all of the pertinent information and made sure we were ok with everything before we moved forward. We especially want to mention how Lisa worked tirelessly to make sure we had all of our options presented in order to make a good decision. We would definitely recommend Advantage 1 Insurance to anyone looking for an agency they can trust."
D. Mathis
"Lisa Dillon is fabulous. She has guided me and walked with me every step of the way. I entered the Medicare process completely unaware of how to proceed. She answered my calls , and texts immediately. She works tirelessly. She is so helpful. Always ready to help. Late ,early , holidays etc. I HIGHLY recommend her. I was clueless. She fills in all the blanks. Always working for me and my best interests. My Medicare journey started 2years ago. I've had many questions, needed changes often. She is still just as dedicated as in the beginning. She is THE BEST."
H. Brown
"We have known Lisa for many years. Lisa is a phenomenal person, very knowledgeable, professional, and always willing to assist or answer questions with a smile. Lisa searched plans for us to fit very specific healthcare needs which happily resulted in several to choose from. Lisa took her time reviewing them with us and provided pros and cons for each. We are very happy with the choices we made with her assistance and will return to her as long as she'll have us! Highly recommended for any insurance needs you have! Whether you are a business or looking for personal selections give her a call today, you will be happy that you did! Thank you Lisa!"
Michelle
"Lisa is a very dedicated professional. She always goes above and beyond in her efforts to service her customers. Above all that, she operates as my fiduciary- doing what is best for the client over what could be best for her financially. In these times, this is priceless. ."
S. Grant
"They did an outstanding job helping us plan our employee benefits, including insurance and legal support. They were always punctual, diligent, and extremely knowledgeable about every life/health insurance related aspect of our practice. She didn’t have a personal agenda and genuinely cared about our practice needs. I would recommend them to anyone!
Achieve Psychiatric Wellness Center
"I have had the pleasure of working with Lisa Dillon since 2022. Lisa is one of those rare individuals who gives her undivided attention while working to find the best health insurance option for you.
Lisa is incredibly professional and very knowledgeable about the industry. She took the time to explain the differences between each plan and even after my policy was finalized, Lisa has continued to provide support.
Her dedication and expertise have made navigating health insurance a much smoother experience for me. I highly recommend her services to anyone in need of a reliable and compassionate health insurance agent who is ready to work for YOU!
S. Bond
Frequently Asked Questions
What services do you offer?
Our retirement consultants specialize in assisting individuals who are nearing retirement, offering personalized guidance to ensure a smooth transition into this new phase of life. They work closely with clients to evaluate their current financial situation and develop a tailored plan that focuses on securing income, managing investments, and minimizing risks. By providing expert advice on optimizing Social Security benefits, navigating healthcare options, and planning for taxes, our consultants ensure that clients have a comprehensive strategy in place. With a focus on building strong, supportive relationships, our consultants are committed to helping clients confidently embrace retirement, adapting plans as needed to meet evolving needs and goals.
Are your consultants credentialed?
Our consultants are Certified RSSA (Registered Social Security Analyst), Certified in Medicare AHIP, MA<MAPD<PD<DSNP<CSNP with multiple carries, Licensed agent for various retirement solutions.
Do you offer virtual consultations?
Yes! Many of our consultations are held virtually via Zoom, so you can join from anywhere in the world. However, we can meet you at virtual offices in your area.
What should I consider when choosing a Medicare plan?
When choosing a Medicare plan, consider factors like coverage needs, provider networks, prescription drug coverage, carrier and plan ratings, and any additional benefits to ensure the plan aligns with your healthcare needs.
We provide you with our top two or three recommendations and together narrow it down to one.
How long is the Initial Call?
Call is typically 15-30 minutes, allowing time to go over what we do, understand your current situation and exact needs, and get any information needed for next step to develop a personalized solution.
How long is the Consultation?
The Consultation usually lasts 1-1.5 hours. We go over all the research and recommendations (your Roadmap) to Social Security, Medicare, or Retirement income, depending on what we discussed during the initial call.
Should I have a Living Will?
Yes — it outlines your preferences for medical treatment in case you become unable to communicate your decisions. It ensures your wishes are respected and provides guidance to your family and healthcare providers.
What is Final Expense Insurance vs Life Insurance?
Final expense insurance is designed specifically to cover end-of-life costs, such as funerals and medical bills. It typically offers smaller coverage amounts and it is easier to qualify for compared to traditional life insurance.
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