Lisa Dillon, Medicare Insurance Broker
Lisa Dillon
Medicare Broker Licensed in FL, AZ, IL, NC, NJ, PA, SD and VA
Contact Details
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Serving
Florida
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Phone
Lisa Can Help With:
- Medicare Advantage
- Medicare Supplement
- Prescription Drug
- Dental Plans
- Vision Plans
- Hearing Plans
- Individual / Family Plans
- Group Benefits
- Life Insurance
- Final Expense Insurance
- Critical Illness
- Long Term Care Insurance
- Short Term Care Insurance
- Disability Insurance
- Hospital Indemnity Insurance
- Annuities
About Me
As a Registered Social Security Analyst (RSSA®), I specialize in helping individuals and families navigate the important decisions involved in retirement, including Social Security and Medicare planning.
After 20 years in financial planning, my passion naturally evolved into helping people prepare for retirement and confidently enjoy the years ahead. This stage of life often comes with important questions and complex decisions, and having the right guidance can help you avoid costly mistakes, unexpected expenses, and unnecessary stress.
I work closely with clients to simplify Medicare and Social Security planning, retirement income strategies, distributions, and ways to help reduce healthcare costs and taxation — all while supporting your lifestyle goals and legacy wishes.
Our comprehensive retirement analysis can help you:
- Understand your Medicare options
- Learn how to maximize Social Security benefits
- Evaluate the best age to claim benefits
- Review spousal, family, and disability benefits
- Plan retirement cash flow and distributions
- Identify opportunities to reduce expenses and taxes
My goal is to help you feel informed, confident, and financially secure so you can enjoy retirement with greater peace of mind.
Most of our services are provided at little or no cost to you. Please call today to learn more or schedule a consultation.
My Google Reviews
9 Total Reviews (5.0 )
June 5, 2025
We had an incredible experience with Advantage 1 Insurance. They were very helpful, honest and fourth-right. They disclosed all of the pertinent information and made sure we were ok with everything before we moved forward. We especially want to mention how Lisa worked tirelessly to make sure we had all of our options presented in order to make a good decision. We would definitely recommend Advantage One Insurance to anyone looking for an agency they can trust.
November 6, 2024
Lisa Dillon is fabulous. She has guided me and walked with me every step of the way. I entered the Medicare process completely unaware of how to proceed. She answered my calls , and texts immediately. She works tirelessly. She is so helpful. Always ready to help. Late ,early , holidays etc. I HIGHLY recommend her. I was clueless. She fills in all the blanks. Always working for me and my best interests. My Medicare journey started 2years ago. I've had many questions, needed changes often. She is still just as dedicated as in the beginning. She is THE BEST.
November 4, 2024
We have known Lisa for many years. Lisa is a phenomenal person, very knowledgeable, professional, and always willing to assist or answer questions with a smile. Lisa searched plans for us to fit very specific healthcare needs which happily resulted in several to choose from. Lisa took her time reviewing them with us and provided pros and cons for each. We are very happy with the choices we made with her assistance and will return to her as long as she'll have us! Highly recommended for any insurance needs you have! Whether you are a business or looking for personal selections give her a call today, you will be happy that you did! Thank you Lisa!
November 4, 2024
Lisa is a very dedicated professional. She always goes above and beyond in her efforts to service her customers. Above all that, she operates as my fiduciary- doing what is best for the client over what could be best for her financially. In these times, this is priceless. .
November 4, 2024
Lisa did an outstanding job helping us plan our employee benefits, including insurance and legal support. She was always punctual, diligent, and extremely knowledgeable about every life/health insurance related aspect of our practice. She didn’t have a personal agenda and genuinely cared about our practice needs. I would recommend her to anyone!