By Karen McBride
Laura and Michael Brooks recently took over The Willis Agency when Jim, after many years of serving the community, retired (to the delight of his wife, Candi). The Willis’ wanted the business to carry on in its current state as a Christian business that assists seniors in the pursuit of their own retirement dreams.
Laura had worked for Jim since 2016, first as an assistant, and then earning her insurance license to assist Jim in all aspects of the business. Michael brought with him his extensive business experience. The pair met with Jim over breakfast for several weeks before stepping out in faith and taking over the business.
“After about 6 meetings and lots of eggs, Laura and I came to the agreement that Jim’s business was not only successful financially, but also provided an important service to its clients that Laura and I would be able to fill financially and spiritually,” said Michael.
The Willis Agency offers a multitude of services including retirement planning, long term care, social security, estate planning, life insurance qualified accounts, and annuities. One of the greatest needs they have found is in the Medicare industry. When you are trying to find the right program to fit your needs, it can be a daunting and overwhelming task. Laura and Michael educate their clients as to the inner workings of Medicare. Even after a client is receiving benefits, the agents can assist him/her should his/her situation change over time.
“We are here as your agent for Medicare for the rest of your life, and when you need other financial services, we are here to provide them or refer you to a company that shares our values.”
Have you planned enough for your retirement? Contributing to a company supplemented retirement fund may not be enough to support you after your turn 62. Unfortunately, most of us don’t understand the impact of starting social security and taking withdrawals from 401K/retirement accounts. That’s when it pays to meet with an expert.
Plunging stock markets over the last few years have drastically depleted some retirement savings by 10, 20 or even 30 percent. Unfortunately, those of us at retirement age don’t have time to wait for the market to turn around to recoup the lost money. This is where the Willis Agency comes in. They analyze the performance of a client’s portfolio and then look to roll it over into a safe account that leverages the benefits of the stock market all the while insulating them from the downturns. The earlier a client meets with an agent, the faster he/she can put the client on the road to not only preserving their current savings, but also augmenting them safely.
“Our clients worked hard for their money, and we work hard to keep it safe and to help it grow,” said Michael.
The Willis Agency is located at 2647 Narnia Way Suite 101, Land O Lakes, FL 34638. To schedule an appointment, call 813-948-9109 or visit https://thewillisagency.com for more information.