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Justin Wells

Schedule a one-on-one appointment with Justin Wells for personalized guidance on Medicare, Life Insurance, Retirement Planning, and more. As a veteran and experienced insurance professional, Justin is dedicated to helping you navigate your options with clarity and confidence. Select the service that fits your needs, and let’s find the best solution together!

DROP Retirement Strategy Consultation – Keep Uncle Sam’s Hands Out of Your Pocket

Are you a state employee with DROP (Deferred Retirement Option Program) benefits? Without the right plan, you could lose tens of thousands to taxes or market risks.


During this complimentary 30-minute consultation, we’ll help you:


✅ Understand your DROP payout options and potential tax impacts.

✅ Learn how to roll your payout into a Fixed Annuity for guaranteed lifetime income.

✅ Avoid unnecessary taxes, higher Medicare premiums, and market losses.

✅ Create a personalized retirement plan to secure your future.


Preferred Insurance and Justin Wells are here to help you keep more of what you’ve earned and retire with confidence!

Medicare

During this meeting, our main focus will be to provide you with valuable education and gather information to gain a thorough understanding of your Medicare needs. We will dedicate time to discussing the latest updates regarding the eligibility criteria for Medicare. Furthermore, we will delve into the topic of Medicare Advantage and Medigap plans, exploring their unique features, benefits, and how they complement the existing Medicare framework.

Quote/Policy Review for Auto & Home

Let's chat about your home or auto insurance quote/renewal! We'll go over your policy to make sure it covers what you need and talk about things like what's included and how much you'd pay if something happens. Can't wait to make sure you're all set with the best coverage!

Life Insurance

During this meeting, we will discuss life insurance and its relevance to your financial goals and family's well-being. We will discuss types available, such as term, whole, and universal policies. Our primary objective is to provide you with a clear understanding of life insurance and help you make informed decisions tailored to your unique circumstances.

Final Expense

Your meeting with Justin Wells at Preferred Insurance will focus on final expense life insurance, examining its role in meeting your financial goals and safeguarding your family's future. We'll explore various options tailored to your health, and with a 99% approval rate, we're confident in our ability to assist you.

Retirement Strategy Consultation – Keep Uncle Sam’s Hands Out of Your Pocket


During this complimentary 30-minute consultation, we’ll help you:

✅ Understand your payout options and potential tax impacts.
✅ Learn how to roll your payout into a Fixed Annuity for guaranteed lifetime income.
✅ Avoid unnecessary taxes, higher Medicare premiums, and market losses.
✅ Create a personalized retirement plan to secure your future.

Preferred Insurance and Justin Wells are here to help you keep more of what you’ve earned and retire with confidence!

ACA (Obama Care)

During our time together, my main focus is to provide you with personalized insights tailored to your ACA needs. We'll delve into the latest updates on ACA eligibility criteria, exploring the specifics of ACA plans. Additionally, it would be helpful to have the names of any doctors you currently see, a list of medications you're taking, and income verification. This information will enable us to have a comprehensive discussion about how ACA plans can best meet your unique health and financial situation. Looking forward to our meeting!
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