Advantage 1 Insurance

Advantage 1 Insurance is a family-owned agency that helps retirees and people nearing retirement understand Social Security, Medicare and retirement income. Lisa Dillon, a Registered Social Security Analyst, advises on claiming decisions, and the agency works with more than 25 life and health carriers to compare plans, pricing and service.

First conversations are free and usually run 30 to 60 minutes, followed by a consultation of about an hour to an hour and a half. Most services carry no cost to the client, since the agency is paid by the carriers, and there is no obligation to buy. Many meetings happen by Zoom, and the agency is licensed in Arizona, Florida, North Carolina, New Jersey, Pennsylvania and Virginia.