Business Details
12 Years
experience
Your Trusted Insurance Partner in Wesley Chapel, FL
Founded in 2014, the Whelan Insurance Group has built a reputation for prioritizing client needs through personalized insurance solutions. As an independent brokerage, we offer products from over 100 carriers, ensuring unbiased recommendations tailored to individual circumstances. Our founder, Ted Whelan, brings over a decade of experience and a veteran's commitment to integrity, having served in the US Air Force. We specialize in life, health, Medicare, and supplemental insurance, with a focus on long-term client relationships.Our approach emphasizes transparency, avoiding pushy sales tactics in favor of education and informed decision-making. Ted's personal connection to insurance needsrooted in his family's cancer historydrives our compassionate service model. We serve clients across Florida, with Ted personally managing all client interactions to maintain quality control. Our 24/7 availability ensures clients receive timely support when navigating complex insurance decisions.
Services
Life Insurance
Health Insurance
Medicare Plans
Annuities
Supplemental Insurance
Details
- Year established: 2014
Highlights and features
- We offer personalized insurance solutions tailored to individual needs
- Our independent brokerage model provides unbiased carrier comparisons
- Founder Ted Whelan brings 10+ years of direct insurance experience
- We maintain strict quality control through direct client management
- Specialized expertise in Medicare and supplemental insurance planning
What people say
Knowledgeable
Personalized approach
Excellent service
Compassionate guidance
Timely responses
Services
Life Insurance
We provide personal and business life insurance solutions to protect families and ensure financial security. Our offerings include term, whole, and universal life policies with tax-free death benefits. We help clients understand living benefits and cash value growth options for comprehensive estate planning.
Medicare Plans
Our Medicare expertise covers Advantage, Supplement, and Prescription Drug plans. We guide clients through original Medicare vs. private plan options, explaining network benefits and formulary coverage. We provide annual plan reviews to ensure continued suitability as needs change.
Supplemental Insurance
We offer cancer, heart attack, and stroke policies that provide lump sum payments upon diagnosis. These plans cover $10,000-$50,000 benefits for treatment expenses not covered by primary insurance. Our specialized knowledge addresses clients' specific health history considerations.
Annuities
We analyze fixed and indexed annuity options for tax-deferred retirement savings. Our guidance covers guaranteed returns versus market-indexed growth potential, helping clients balance risk tolerance with income needs during retirement transitions.
Health Insurance
We provide individual/family and group health insurance solutions with access to major carriers. Our expertise includes high-deductible plans, HSAs, and employer-sponsored coverage optimization. We help clients navigate ACA-compliant options and prescription cost management.
People
Ted Whelan
Owner
Ted Whelan, US Air Force veteran and founder, has specialized in insurance since 2010. He established Whelan Insurance Group in 2014 after clients requested his independent expertise. His personal experience with family health challenges informs his compassionate approach to client care.
Questions
What insurance products do you specialize in?
We specialize in life, health, Medicare, supplemental, and annuity insurance products tailored to individual and business needs.
Are you an independent insurance agent?
Yes, we represent over 100 carriers to provide unbiased recommendations without pushy sales tactics.
How do you help with Medicare enrollment?
We explain all Medicare options, compare plans annually, and ensure timely enrollment to avoid penalties.
Do you offer in-person consultations?
Yes, we provide personalized in-person, phone, or virtual consultations at your convenience.
What areas do you serve?
We primarily serve Florida residents with specialized knowledge of local insurance requirements.
How are you different from other agents?
We maintain quality control by personally managing all client relationships without delegated sales staff.
