Social Security decisions
Explore claiming age, work and retirement timing, and spousal, family, and survivor benefit considerations that may apply to your situation.
Social Security · Medicare · Insurance Guidance
Approaching Retirement? Understand Your Options. Move Forward With Confidence.
Retirement brings important decisions about Social Security, Medicare, and protecting the people who matter to you. Advantage 1 helps future retirees understand their choices, important enrollment timelines, and practical next steps—with personal guidance every step of the way.
Start with the big picture
The Social Security & Medicare Roadmap
Deciding when to claim Social Security and when to enroll in Medicare can affect your retirement experience. Our Roadmap conversation helps you understand what to consider before making those choices.
Medicare timing
Understand Parts A and B, employer coverage transitions, enrollment periods, prescription drug coverage, and potential penalties or cost considerations.
Coverage choices explained
Explore Medicare Coverage Options
Your doctors, prescriptions, budget, and preferences all matter when comparing how to receive your Medicare benefits.
Original Medicare + Part D
Learn about Medicare Parts A and B and adding a stand-alone Part D prescription drug plan. Original Medicare does not have an annual out-of-pocket limit for covered Part A and B services.
Explore Original Medicare with Part DMedicare Supplement + Part D
Explore how a Medicare Supplement (Medigap) policy may help pay certain Original Medicare out-of-pocket costs, paired with a stand-alone Part D plan.
Explore Medigap with Part DMedicare Advantage (Part C)
Review private-plan alternatives for receiving Medicare Part A and Part B benefits. Many plans include Part D drug coverage; networks, benefits, and costs vary.
Explore Medicare AdvantageReview Your Current Coverage
Discuss annual changes to provider networks, formularies, benefits, and plan costs, and whether your current coverage still fits your needs.
Additional protection
Supplemental Insurance Benefits
Depending on your needs and eligibility, separate coverage may help with certain expenses not fully addressed by your primary health insurance.
Everyday Health Benefits
Additional Financial Protection
Plan for the people you love
Life Insurance Options
We can help you understand different kinds of life insurance, including their coverage periods, premiums, and potential uses.
Final Expense & Whole Life
Discuss permanent life insurance options, including coverage designed around end-of-life expenses and lifelong protection.
Term & Guaranteed Universal Life
Term Life · Guaranteed Universal Life
Compare coverage designed for a defined term with certain universal life policies that offer contractual premium and death-benefit guarantees, subject to policy terms.
PERSONAL GUIDANCE · ONGOING SUPPORT
What Our Clients Say
Experiences shared by Advantage 1 clients.
“We had an incredible experience with Advantage 1 Insurance. They were very helpful, honest and fourth-right.”
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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.
“Lisa Dillon is fabulous. She has guided me and walked with me every step of the way.”
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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.
“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.”
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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!
“Lisa is a very dedicated professional. She always goes above and beyond in her efforts to service her customers.”
“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.”
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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!
“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.”
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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!
Individual experiences vary. Testimonials do not guarantee coverage, eligibility, savings, or results.
Have Questions About Your Next Step?
You don't have to sort through every decision alone. Contact Advantage 1 to discuss the information and coverage options relevant to your situation.
Schedule a Guidance CallEducational information only. Eligibility, costs, coverage and availability vary. Advantage 1 Insurance is not affiliated with or endorsed by Medicare, Social Security, or any government agency.