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Dear Valued Client:

Thank you for choosing Sun Coast Legacy Advisors to provide your Medicare Insurance needs over the past year.  Annual Enrollment runs from October 15th thru December 7th.

I would like to offer you an annual review to make sure that your current medical needs are being served by the plan in which you are currently enrolled.  Changes may have occurred in your plan or in your medical needs.

Do not become complacent with your current plan or you may be overpaying or leaving benefits on the table that other plans are offering.

Start with a quick phone call to schedule a time for your Annual Review!!

All appointments are one on one not seminar style.  Pick from one of the days that I will be in your area.

If you are unable to find a day that works for you or unable to leave the home, call to set up an in home appointment. I am always willing to make home visits to make sure your needs are met.    

I offer the following Medicare Supplement, Medicare Advantage and Medicare Part D:

Health First Health Plans, Florida Hospital Care Advantage, Humana, United Health Care/ AARP, Aetna, Cigna, Transamerica, Silver Script, Coventry, CarePlus, First Health, and WellCare.

Kaitlyn Stafford, my assistant, can be reached at 386-957-7851 if I can not be reached.

Humana Medicare Supplement now offers silver sneakers.  If you have a United Health Care/AARP Medicare supplement and would like to do a cost comparison give me a call.  Switching companies will require going through underwriting.

From year to year changes in your drug plan formularies can drive up your drug cost.  If we have not shopped your drug plan in the past year or two take the time to meet with me to see if we can save you money.  It is not uncommon for me to help my client save hundreds if not thousands a dollars a year in drug cost by doing a five minute review of their drugs and the plan that they are on.

Health First Rewards Plan has been enhanced this year with lower copays and a lower max out of pocket.

Florida Hospital Sun Saver Plan POS option for specialist is going away.  If you are seeing an out of network specialist and would like to keep that doctor we are going to want to evaluate your coverage options.

Medicare Part B premium changes have not been released at this time by Congress.  They tend to come out in early to late December.  Remember they can not raise your Medicare Part B premium unless there is a cost of living adjustment to your Social Security check.  COLA announcement comes in October. I will have the information available at our annual review.

Please Visit and like our Facebook page @SunCoastLegacyAdvisors

Call today to schedule your Annual Review!!
30 Minutes a year can make all the difference in the year ahead.

Oct 15th - Palm Bay - Panera Bread -245 Palm Bay Road NE, W. Melbourne, Fl 32904

Oct 16th - Port Orange - Panera Bread - 1781 Dunlawton Ave, Port Orange, Fl 32127

Oct 17th - Palm Coast - Panera Bread - 5880 E HWY 100, Palm Coast, Fl 32164

Oct 18th - St. Augustine - Panera Bread - 600 Tingle Ct, St Augustine, Fl 32086

Oct 22th - Melbourne/Viera - Panera Bread - 2290 Town Center Ave, Melbourne, Fl 32940

Oct 23th - Daytona - Panera Bread - 2400 W. International Speedway Blvd, Daytona Beach, Fl 32114

Oct 24th - Jacksonville West Side - Panera Bread - 4403 Roosevelt Blvd,  Jacksonville, Fl 32210

Oct 25th - Ind. Hrb. Bch. - Panera Bread - 275 E. Eau Gallie Blvd, Ind. Hrb. Bch., Fl 32937

Oct 29th - New Smyrna/ Edgewater - Dunkin Donuts - 2365 State Rd 44,New Smyrna Beach, Fl 32168

Oct 30th  - Ormond Beach - Starbucks - 1425 W. Granda Blvd. Ormond Beach, Fl 32174

Oct 31st - Jacksonville East Side - Panera Bread - 4720 Town Crossing Drive, Jacksonville, Fl 32246

Nov 1st - Merritt Island - Starbucks - 175 E Merritt Island Causeway, Merritt Island, Fl 32952

Nov 5th - Deland - Dunkin Donuts - 1540 N Garfield Ave, Deland, Fl 32724

Nov 6th  - Titusville - Sunrise Bread Co. - 315 S. Hopkins Ave, Titusville, Fl 32796
Nov 7th - Deltona/ Orange City - Dunkin Donuts - 1142 Saxon Blvd, Orange City, Fl 32763

Nov 8th - Palatka - Dunkin Donuts - 1401 Reid St, Palatka, Fl 32177

Book your appointment today: 

Bill Gay:


Kaitlyn Stafford


Posted 1:14 PM

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2361 Melonie Trail
New Smyrna Beach, FL 32168
Phone: 888.455.5799 or 386.846.4190
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