Business Details
17 Years
experience
Personalized Insurance Solutions for Your Future
Msource Insurance Group operates as an independent insurance agency dedicated to providing personalized insurance solutions tailored to individual client needs. With over two decades of combined experience, our team prioritizes expertise in insurance advisory services, maintaining active participation in continuing education programs to stay current with industry developments. We emphasize customer service as the foundation of our business, offering customized insurance solutions rather than one-size-fits-all packages.Our commitment extends beyond policy issuance through ongoing support and advice, fostering long-term client relationships. We represent more than 50 insurance providers, enabling comprehensive coverage comparisons. Our consultation process begins with a non-binding analysis of clients' insurance foundations, emphasizing transparency and no-pressure decision-making. We maintain office locations in Venice and Riverview, Florida, operating Monday through Friday with flexible appointment scheduling options.
Services
Medicare Planning
Life Insurance
Retirement Income Planning
Final Expense Coverage
Long Term Care Planning
Details
- Year established: 2009
Highlights and features
- We represent over 50 insurance companies to provide comprehensive coverage options
- Our team maintains active continuing education in insurance advisory services
- We offer free insurance consultations with no-pressure decision-making
- We provide customized 22-page Social Security optimization reports at no cost
- Our agency maintains ongoing client support beyond policy implementation
Services
Medicare Planning
We specialize in Medicare solutions, representing major insurance providers to help clients understand enrollment options and benefit structures. Our independent agency model allows unbiased comparisons across available plans. We provide personalized consultations to match clients with appropriate coverage based on prescription needs and doctor preferences.
Life Insurance
Our life insurance services focus on protecting clients' financial legacies through customized coverage solutions. We help clients create plans that preserve assets and ensure financial security for beneficiaries. With experience working with major carriers, we offer term and permanent life insurance options tailored to individual estate planning needs.
Retirement Income Planning
We develop guaranteed lifetime income strategies that eliminate market risk while preserving capital. Our approach creates customized retirement income plans that ensure financial security without exposure to market volatility. We help clients implement solutions that provide predictable income streams throughout retirement years.
Final Expense Coverage
Our final expense insurance solutions provide financial protection for end-of-life costs through state-regulated insurance programs. We help clients implement coverage that protects families from unexpected financial burdens while ensuring dignity and peace of mind through comprehensive end-of-life planning.
Long Term Care Planning
We offer alternatives to traditional long-term care insurance that protect assets while providing coverage for potential nursing home expenses. Our planning strategies address estate preservation concerns through innovative solutions that combine life insurance benefits with long-term care funding options.
People
Ron Montgomery
Insurance Agent
With over 20 years in the insurance industry, Ron brings extensive experience in retirement planning. He earned his degree from Ball State University and maintains active participation in professional development programs. His background includes working with major carriers like MetLife while maintaining a client-focused approach to insurance solutions.
Kris Montgomery
Insurance Agent
Bringing over a decade of insurance experience, Kris specializes in personalized insurance solutions. He combines family industry knowledge with client-centered planning, focusing on creating customized strategies that address individual future needs through comprehensive insurance coverage options.
Julie Montgomery
Office Manager
With 25 years of customer service experience, including a decade in insurance, Julie oversees client relations and office operations. Her background includes multiple President's Award recognitions for customer service excellence while maintaining a focus on client satisfaction and operational efficiency.
Questions
What insurance services do you specialize in?
We specialize in Medicare planning, life insurance, retirement income strategies, final expense coverage, and long-term care planning solutions tailored to individual needs.
Are your services free to clients?
Yes, all our insurance consultation services are provided at no cost. We receive compensation from insurance providers when clients select coverage through our agency.
How do you help with Medicare planning?
We represent major Medicare providers in the area and help clients compare plan options based on prescription needs, doctor networks, and benefit structures through personalized consultations.
Do you offer Social Security optimization reports?
Yes, we provide complimentary 22-page Social Security optimization reports analyzing strategies to maximize retirement benefits through personalized analysis of individual circumstances.
What areas do you serve?
We primarily serve Venice and Riverview, Florida, with office locations in both communities and flexible consultation scheduling options available.
