Our Agents

Agency Manager

I live in Vale NC.  I am married and have two beautiful children.  I am a member of Mull’s Chapel Baptist and I teach Children’s church every Sunday.  I commit time each month to my community and spend several days a month at the Lincolnton Senior Center.  My goal is to be a non-biased third- party advocate to seniors to help place them in the best possible Medicare plan for their individual needs.  I am committed to giving all my clients the highest possible level of help and consider all my clients part of my extended family.

Licensed Since: 2011

Licenses/Certifications: Medicare and Long Term Care, Accident and Health, Life and Annuities.

National Producer Number: 16509894

States: North Carolina

Field Agent and Advocate

Agency Director

Certified Specialist

 As an experienced licensed and certified agent, I understand the importance of individual senior needs as it relates to health care and financial services. I have been in the financial services and insurance industry since 2010 and work hard as an advocate for our senior citizen community and this helps me provide clients with an outstanding level of service.  I am originally from North Carolina, but have also lived in Florida, Louisiana and Texas.  I am licensed in three states; NC, SC and Maine.

As an independent agent, this allows me to be certified with multiple companies; therefore, I can help families protect the things that are important—health, wealth, life and more.  With the diversity of companies that I represent, I am able to offer more than one solution to your needs and help prepare a strategy that can establish a legacy for your family and achieve your financial goals.

In addition to serving my clients, I am actively engaged with my family, friends, church activities and Habitat for Humanity.

Licensed Since: 2010

Licenses/Certifications: Medicare Advantage, Medicare Supplement, Long Term Care, Accident, Life and Annuities.

National Producer Number: 15750931

General Agent

I am a native of Charlotte and Lake Wylie. I have spent all of my life here. I love everything about the south. The location is close to the coast or the mountains, the people are friendly and I love southern cooking. Another thing I love is helping people whether its helping my neighbor or helping a client. Please let me know if I can ever help you.

Licensed Since: 2008

Experience: 10 years in the healthcare Industry.

Graduated from Appalachian State University in 1988 with a BSBA and a concentration in Finance.

Licenses/Certifications: Medicare , Accident and Health, Life.

States: North Carolina, South Carolina

Agency Manager

Service work is something I am very passionate about, with over 20 years of experience as an educator, I've brought along that same passion for assisting individuals to the healthcare industry. Since 2013 I’ve been working with Senior Citizens, Individuals, families, and Veterans, helping them with their healthcare needs, as well as Life Insurance needs.  You can’t ask me too many questions regarding your healthcare, because what you need is what I’m here to help you with.

I am licensed in the five states, **NC, **SC, VA, GA, TN. Give me a call to see how I can help you with your insurance needs.

Hobbies: 

Enjoying spending time with my children, catching up with friends and family, traveling to the beach, and working in the community through the Senior Benefit Foundation.

Lines of business: Medicare, Prescription Drug Plans, Individual and Family Health Coverage, Life Insurance, Dental, Vision, and Accidental Coverage. Gap Coverage and Short-term Medical.

Business Names referred to: Darnette Porter, Dee Porter

** local state markets

Agency Manager

Senior Advisior

Tameka has more than 15 years of experience in bringing customer service insight and expertise to clients. From 2000 to 2012, she has worked as a Lead Early Childhood teacher implementing and manging programs. In 2012 She expanded her knowledge base becoming a Certified Nursing Assistant providing continuum care in ,home health,nursing homes, and assisted  living facilities. Tameka took her Love for helping her clients to another level in 2014 becoming a Life insurance producer. Tameka has been involved with professional organization including the National Association for the Education of Young Children, and the National Association of Health Care Assistants.Tameka is actively involved in her community in Columbia, SC where she lives with her husband of 14 years and her son. She has numerous interests including ,family fun, yoga, weight lifting, running, reading, and holistic living. "Through my knowledge,and experience in the teaching and healthcare sector, I have an advantage in understanding the complexity in this ever changing world for my clients and their families. I am pleased to present and share that knowledge and care with clients of insurance."

Senior Advisor

Buffie is a native of Greenwood County, where she has spent the last 23 years as a Certified Pharmacy Technician. Her love for serving others and desire to help people find affordable ways to receive health care led her to join Senior Benefits Center in 2017.

She is licensed by the state of South Carolina in Life, Accident & Health or Sickness and certified by the Centers for Medicare Services (CMS) for Medicare and Prescription Drug plans.

In her spare time she enjoys reading and spending time with family and friends.

Senior Advocate

My name is Nicole Cummings. I was born and raised in SC. I am a college graduate of University of South Carolina-Upstate.  I have 6 years of Banking/ financial  experience and over 15 years experience in customer service. My hobbies include traveling, shopping and reading. I enjoy volunteering for my community this is my way of giving back. 

Senior Advocate

As an Advocate for Seniors and a Licensed Agent in the Carolinas, I am passionate about making sure that our Seniors have all the benefits they have earned.  I assist seniors and their families with their concerns regarding matters of health, nutrition, housing and other issues of aging making sure they have access to those benefits designed to help them live their lives to its fullest and with dignity.  As a U.S. Army Veteran, I believe “To care for those who once cared for us is one of the highest honors. … “Tia Walker, Author 

Agency Manager

I love beiing abole to assist my community with my knowledge. withso many options and programs available it is almost inmpossible to find everything availabel to you. With my help, you will be better of than when we met. I guarentee it. 

Independent Insurance Agent and Advocate

As an Independent licensed agent, I can serve not only as your agent but as your advocate.  What that means for you is that I am certified to offer a variety of services and products from multiple carriers.  I am committed to helping you obtain the appropriate level of protection and coverage to fit you and your family needs.  That’s why I’m dedicated to offering the same level of service that I expect for my family.  My goal is to make sure that you are well informed and satisfied with your chosen plan. 

 “I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.”- Maya Angelou

Licenses/Certifications:   Life, Health & Accident, Medicare/Long-Term-Care

States: North Carolina

Benefits Consultant

Senior Advocacy Specialist

Senior Advocate

As your local Field Agent I am here to provide you with all resources you need to make the best decision that fits your needs. Providing assistance with state and federal assistance programs. My goal is to make sure you and your family are properly covered for your individual needs.

Licensed 2013 in Medicare, Long Term Care, Accident, Life and Health

Coverage States: North Carolina, South Carolina

Senior Advocate

My Team:                             Paulette Gibson

                                            pmgpriority@gmail.com

                                            704-579-1610 / 704-843-5419

Driven by the financial risks and hardships faced by Americans when their careers no longer can be relied on to support them, we focus on preventive financial lanning as well as maximization of Medicare benefits.  We also provide, at no cost, access to preventive and, occasionally, remedial guidance for health challenges.  We do our best to help you and yours find the way to healthier, happier and more productive lives.

                I hold degrees in Economics (UVA) and a Masters in Finance (U. of Chicago).’ Worked several years in corporate finance on Wall St. (New York) and as a financial consultant to a bank holding company on Tryon St. (Charlotte).  Involved for years in turning around companies, large office buildings, apartment communities, and shopping centers.  Now, with my wife as my team mate,  I raise organic fruits, herbs and vegetables while helping old friends and new friends plan healthier, happier and longer lives. 

Licenses:                              Medicare, Life, Accident and Health, Long Term Care and Annuities, IRA, 401(k), Health Savings Accounts

National Producer Number:  8388148

Insurance States:             North Carolina and South Carolina

Senior Advocate

I am married, and my husband and I live in the low country of SC.  I have been helping and assisting people in deciding what insurance is best for them over 13 years. I enjoy helping seniors most of all in understanding Medicare and the varies plans that is offer in their area.

My knowledge and understanding of the people in the Carolinas help me provide customers with an outstanding level of service. I believe that by taking a personal approach and listening to my clients will help me to work with them to implement a plan that meets all their concerns. Being an insurance agent is not a job; insurance is my career and I am proud to be an agent. My specialty is in personal life ins, health ins, accident, final expense and Medicare.

May 2005-Present Agent with Senior Benefits Center.

Jan. 1988 A computer Operator at the Dept. of Revenue.

Apr. 1998 Became an Independent Bus. Owner in LegalShield- Helping consumers to become empower with their own attorney.

May 2005 Became an Insurance Agent working with companies like Humana, United Health Care, Blue Cross Blue Shield and others.

Senior Advocate

Senior Advocate

My name is Enita Bradley. I was born and raised in Charlotte, North Carolina. I am married; I have two adult sons and one beautiful granddaughter. While serving in the United States Army, I gained over 21 years experience in Customer Service.

As a dedicated health insurance advocate, I am committed to helping seniors enroll into Medicare and help them understand their health coverage options. I especially find joy in helping seniors navigate through the complicated Medicare system to find the correct health insurance plan that fit their individual need and budget.

If I can be of assistance to you or to someone you know, please don’t hesitate to call. I would be happy to help!

Education: MBA, Saint Martin’s College, Lacey, Washington (2000); BS, Business Administration, University of Maryland, College Park, Maryland (1989)

Licenses: Accident & Health or Sickness, Medicare Supplement & Long Term Care (2017)

Certificates: Aging Studies (2013)

NPN: 18485938

States: North Carolina 

Senior Advocate

As an Advocate for Seniors and a Licensed Agent in South Carolina and Georgia, I know many local families. My knowledge and understanding of the people in this community help me provide clients with an outstanding level of service. I look forward to helping fmailies like yours protect the things that are important - your life, your health, your wealth, and more. I can also help you prepare a strategy to leave a legacy for your family and achieve your financial goals.

I am a life long resident of Greenwood, SC and a small business owner for over 35 years. I have always been involved in community and civic affairs through the Greenwood Area Chamber of Commerce and local church affiliations. Caring for the needs of individuals is nothing new to me and it would be my pleasure to help you and your family as well. 

I look forward to hearing from you soon.

Licensed: South Carolina, Georgia, North Carolina

NIPR: 15729382

Senior Advocate and Benefits Advisor

A Benefits Advisor with 10 years of experience in the insurance industry specializing in Medicare.  I assist by providing information and education to Medicare Beneficiaries to successfully transition them into an individual insurance plan best suited for their personal circumstances.  This involves meeting with individual prospective clients to educate, enroll and provide superior customer service throughout the year as well as the years to come.  I have a passion for doing what is right for all those I work with not only by providing guidance in coverage for health, I also assist people protect their wealth by doing policy reviews to ensure that individuals are safeguarding their greatest asset, their families.  I am compassionate, ethical and discreet.

Licensed in North Carolina, South Carolina and Washington, DC

Senior Advisor

I have lived in South Carolina for over 20 years now. Most of my life was spent working in Blue Collar fields, having grown up on ranches in Ohio, Montana, and Nevada. I spend my spare time delivering meals on wheels thru the Lords Kitchen throughout York County. My love for animals has allowed me to help rescue and house 3 dogs and numerous feral barn cats, which keeps me busy at home. My passion for helping people has allowed me build a tremendous following throughout South Carolina.  It surprise me about how many programs are out there to help you and people are just not aware of them. I can help you too. Everyday I have the opportunity to change someones life. What a feeling.I AM BELSSED.

Licensed: SC, NC

Senior Advocate

Hello!  My goal is to get you into the best plan for your situation at this point in your life.  I will come to your home to help you determine what you need based on your health and your finances.

  My name is David and I'm a 63 year old NC native.  I live in Catawba County with my 2 cats and my girlfriend (future wife) lives in Iredell County.

  I have worked in customer service for over 20 years and have a Business degree from Western Carolina.

  See you soon!  I look forward to meeting you.  David Sumner 

Senior Advocate

I have lived in NC my entire life and worked with seniors the past 15 years. IO would be honored to be given the opportunity to help with your individual needs with life insurance, final expenses, or Medicare. There are so many companies and so many plans that I would love to be able to help you select the perfect one for your individual needs. My own personal goal is to be someone who makes everyone feel like someone because the world needs more kindness.  In my spare time I enjoy spending time with my family and especially my dogs. Reach out today to see what I can do for you!

Licenses: Life and Annuities; Accident and Health; Medicare and Long Term Care

Senior Advocate / Licensed Agent

Senior Advocate

After seeing a lot of the struggles my mother has went through with her Medicare, I realized that so many families, and seniors especially, aren’t getting the help they need to find coverage that works for their individual needs. There’s so many plans out there, whether it’s Medicare, Life Insurance, or Final Expense. It’s easy to get lost! I’m here to help you find the perfect plan & receive all your benefits. Contact me anytime to see what I can do for you or a loved one!

Senior Field Underwriter

I have more than twenty (20) years of experience in advising seniors.  I take my profession very seriously because my expertise affects real live people.  l work well with the insurtance carriers and can help resolve carrier disputes saving four of my clients an average of $1000 a year. My expert services are free of charge.  

My three areas of expertise are Life,  Health, and Wealth.

•     Life Insurance and  Final  Expense Burial Plans

•     Medicare Supplements, Medicare Advantage, and  Prescription  Drugs

•      Retirement planning, Social Security maximization, Zero-risk, tax deferred Annuities.  Dental,  Indexed  Universal  Life,  Legal plans, and Trust attorneys are other tools Joel uses to protect the client's wealth.

visit my website at www.naaip.org/jplaner

I am here to answer your questions.

Why did the insurance company not pay this bill when I thought that they should  have?   

Would you like your present policy benefits explained to you in a  language that you can understand?  

Is your current policy worth the premium you pay for it or should you change plans?  

Are you ready for retirement and want options for your company's retirement plan?   

Is a Medicare $0 health plan the right plan for me?

What is the best Medicare plan to use with my Veteran benefits?

Are you experiencing price increases?  

Do you know someone turning age 65?

Call me, I'm here to help.

Senior Advocate

My wife and I are Medicare recipients, so we know first-hand how complicated and confusing it can be trying to make decisions about Medicare programs. We’ve been married 42 years, and are blessed with two married children and two grandchildren.

I’ve been an independent health and life insurance advisor for 10 years helping individuals, families and business groups protect themselves against the high cost and uncertainty of life’s expenses. My experience and expertise is a free value-added service to you.

People need a knowledgeable advocate a help find the best plans that fit their needs and budgets, while receiving all the benefits they deserve. An advocate needs to be licensed, appointed and certified in order to act in the best interest of the client.

Service area: Living in Florence, SC, my primary service area is all the Pee Dee Region while having clients in NC and many other states.

Areas of experience: Medicare, Medicare supplements, Medicare Advantage, Dental/Vision/Hearing insurance, Life Insurance, Annuities, ACA under-65 health insurance, and other types of insurance (Cancer, Hospitalization, Accident, Critical Illness, etc.).

My goal is to be a non-biased third-party advisor to seniors to help place them in the best possible Medicare plan that fits their budget and their individual needs.

Senior Advocate

Licensed Insurance Agent

I am  a Wilmington, NC native and have lived in the Triad and worked in the healthcare field for the past 30 years. While working in the healthcare industry specializing in working with Medicare and Medicaid, I saw the need that people have for help understanding their healthcare policies and coverage.  I became a licensed, full service agent so that I could help take out some of the confusion for Medicare beneficiaries. I am passionate about helping retirement age people understand their plans, so that they can have confidence that they will be able to get the care they need, when they need it.  I take a holistic approach, which ensures my clients find the best product for their unique situation. 

“ I consider myself a patient advocate. I work hard to obtain the very best for my clients, while always keeping their budget in mind!"

Licensed Since: 2017
Licenses/Certifications:  Life, Health, Medicare, Annuities, Long term Care, Accident, Medicare Supplement

Number:  17926076

Licensed Agent

Serving the Lake Norman area and Western North Carolina

Licensed Since: 2014

Licenses/Certifications: Life, Health, Long Term Care- Certified Financial Planner

Number: 17120025

States: North Carolina, Florida, Tennessee

Licensed Agent/Senior Advocate

I live in Rowan County, North Carolina, and have lived here my whole life. While I loved being a stay at home mom, as our children got older I wanted to do more. I love meeting new people, and helping people gives me great joy. Moving into the insurance world, and specifically working with Medicare, allows me to do both.

I watched for years as my parents struggled to understand Medicare. I had to learn it when my Mother got sick, and I was amazed just how complicated and frustrating it is to navigate through the system. When I started working in insurance, it was very important to me to learn how to best help my clients by finding them the most affordable and best coverage possible. It is so rewarding to be an advocate for someone that otherwise would not be able to do it on their own. I continue to learn as Medicare continues to change.

I am licensed in NC, and I look forward helping you with any insurance needs. I’m currently working with Medicare, life insurance (individual and group), prescription drug plans, hospital indemnity, and annuities.

My husband, John, and I love to spend as much time as possible with our three children and their families, and we recently added two grandchildren.

Licensed since 2017

Licensed in North Carolina

Licensed in the following areas: Life, Accident and Health or Sickness, Medicare, Long Term Care
 

National Producer Number: 18437013

Broker/ Managing Agent

Based in Rock Hill, South Carolina, I manage a locally-owned and operated independent insurance
agency licensed to represent products in North and South Carolina.
I understand that in today's market there is not a one-size-fits-all answer when it comes to insurance, and
I am confident that I can come up with an affordable solution for you, your family or small business to
medium size business. I work with A+ rated insurance carriers and can offer insurance coverage that will
meet your needs and save you money. This also allows my clients to stay with me even as their
insurance needs evolve or change over time.
Outside of business, I am married with 3 beautiful kids. I am a member of Elevation Church(Riverwalk
location) and Faith Covenant Non-Denominational church. I am active in the York County community
serving as Chairman of the Small Business Committee for York Technical College(12+ years), Member of
the Piedmont Business Associates, Member of the Business Networking International(BNI)-Rock Hill
Chapter, Member of York County Regional Chamber of Commerce, and a Ambassador-in-Training for
York County Regional Chamber of Commerce.
If you have any questions, please don't hesitate to call or email me and begin the process of providing
your family or business the peace of mind that comes from being protected. Also, please visit my website
to see how I can assist you in your insurance and financial needs:
www.trustedfinancialgroup.com

Licensed Since 2007

Licensed in the following states: SC, NC, WI and adding more states...

Licensed in the following areas: Life, Accident & Health, Medicare, Long Term Care, Fixed
Annuities.

National Producer Number: 9655339

Senior Advocate

Selena Smith is known to many as “Coach Selena”, a financial and personal development coach.  She has spent 15+ years’ coaching individuals on the importance of financial literacy, career development, and providing excellent client service.

Her previous roles include Wealth Management, Private Banker, and Federal Grants Coordinator.

She is very active in her community and her love of helping others attain Affordable Healthcare led her to become a Certified Senior Advocate.

Selena is licensed by the State of South Carolina in Life, Accident, & Health.  She holds a BA in Psychology/Business Administration from the University of South Carolina and is a certified Notary Public and Medallion Sealant.

She encourages her clients to live their happiest lives.  She is excited to use her experiences and skills to help Seniors ensure they are in the best Medicare products that fit their current needs.  

In her spare time she enjoys being a basketball mom, serving on school and community boards, and volunteering in her community.

“Be Careful What You Think, Because Your Thoughts Run Your Life” Proverbs 4:23 NCV

NPN: 19064191

State: South Carolina

Licensed Agent

I am a Benefits Specialist with over 4 years of professional experience helping the community effectively gain knowledge and navigate the process of obtaining healthcare coverage in the under 65 and over 65 market. 

As a licensed agent, I conduct free educational workshops on Medicare and the Affordable Healthcare Act.  My goal is to inform, educate and empower individuals and families by forming partnerships in the community with organizations such as churches, non-profit agencies and private sector businesses.  

Licensed Since: 2015

Licenses/Certifications: Medicare, Long Term Care, Accident and Health, Life and Annuities

National Producer Number: 17631697

States: North Carolina, South Carolina

Agent

As an Advocate for Seniors, and a Licensed Agent in South Carolina and Ohio, I work to assist people in selecting the appropriate health care plan for them.

As a Senior, I know how difficult it can be to choose a plan; when another Senior Benefits agent showed me how to get a good plan at a better price than I had been paying, I knew I had found my niche.

In addition to health care, I also assist people with wealth protection, final expenses, and other insurance needs.

Licenses/Certifications: Accident & Health or Sickness; Life

National Producer Number:19073081

States: South Carolina and Ohio

Independent Broker

Insurance and Financial Services Consultant