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Comprehensive Insurance Solutions for Your Needs

At Wealth Haven Financial & Insurance Group, PLLC, we understand that finding the right insurance coverage is crucial for protecting your health, finances, and future. Our extensive range of insurance products is designed to offer you peace of mind and financial security.

Scope of Appointments are required by Medicare and CMS in order for us to consult with you and find you the available plans in your area.

For Medicare related Plans and Benefits

Submit Scope of Appointment

(ACA) For Individual and Family Plans

Submit Scope of Appointment

Social Security (LIS) Application

Medicare.gov

Medicaid.gov

Dental & Vision Plans

Our Dental & Vision Plans provide essential coverage for routine check-ups, preventive care, and treatments. These plans help you maintain optimal oral and eye health while managing your expenses effectively.

Individual Health Plans

Tailored to fit your personal needs, our Individual Health Plans offer comprehensive coverage for medical expenses. Whether you need coverage for routine visits, emergencies, or specialist care, our plans ensure you have access to the best healthcare services.

Life Insurance

Life Insurance is a critical component of financial planning, providing security and peace of mind for your loved ones. We offer various options, including term life, whole life, universal life insurance, and final expense insurance to match your specific needs and goals.

Medicare Advantage Plans

Our Medicare Advantage Plans combine Medicare benefits with additional coverage options to enhance your healthcare experience. These plans offer more flexibility and comprehensive care beyond standard Medicare, helping you manage your health more effectively.

Medicare Supplemental Plans

Medicare Supplemental Plans, also known as Medigap, are designed to cover the gaps in Medicare coverage. Our plans help with out-of-pocket costs such as co-payments, coinsurance, and deductibles, ensuring you have the financial protection you need.

Prescription Drug Plans

Ensure you have access to necessary medications with our Prescription Drug Plans. These plans provide coverage for a wide range of prescription drugs, making it easier to manage your health and control costs.

Hospital Indemnity & Long-Term Care

Safeguard your health and finances with our Hospital Indemnity and Long-Term Care plans, providing essential coverage and peace of mind for life’s unexpected moments.

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Get Started Today

For more information or to discuss your insurance needs. We are here to help you secure the coverage you need for a healthier, more secure future.

Book a Consultation

Disclaimer regarding Medicare Related Plans and Benefits

Wealth Haven Financial & Insurance Group, PLLC represents Medicare Advantage HMO, PPO, PFFS and Prescription Drug Plan organizations that have a Medicare contract. Enrollment depends on the plan’s contract renewal. Not all plans offer all benefits. Benefits may vary by carrier and location. Limitations and exclusions may apply. Every year, Medicare evaluates plans based on a 5-star rating system. Part B Premium giveback is not available with all plans. Availability varies by carrier and location. Actual Part B premium reduction could be lower. Deductibles, copays and coinsurance may apply. Wealth Haven Financial & Insurance Group, PLLC is a non-government website and is not endorsed by the Centers for Medicare and Medicaid Services (CMS), the Department of Health and Human Services (DHHS), or any other government agency.
We do not offer every plan available in your area. Currently we represent 0-52 organizations which offer 0-582 products in your area. Please contact Medicare.gov, 1-800-MEDICARE or your local State Health Insurance Program (SHIP) to get information on all of your options.

To send a complaint to Medicare, call 1-800-MEDICARE (TTY users should call 1-877-486-2048), 24 hours a day/7 days a week). If your complaint involves a broker or agent, be sure to include the name of the person when filing your grievance.