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Green Bee Insurance

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Fort Lauderdale, FL
Green Bee Insurance

Green Bee Insurance provides comprehensive insurance solutions for individuals and families who are preparing for the transition to Medicare and retirement.

At Green Bee Insurance, helping you achieve your vision for retirement is our number one goal. We offer the Fort Lauderdale area financial planning services that work closely with you to assess your retirement strategy and help provide solutions tailored to your needs. Green Bee Insurance is proud of offering independent financial planning professionals to the Fort Lauderdale area. Being independe

nt allows us access to a diverse set of products and solutions from a wide range of insurance companies.

07/07/2026

Have you heard of income-related monthly adjustment amount (IRMAA) exemptions?

These exemptions can be powerful money-saving tools if your life has changed over the past year. As Medicare agents, our team wants to make sure you are fully informed about what they are, how they work, and how you can request one if needed.

Swipe for a brief overview of IRMAA exemptions.

Dealing with Medicare costs is stressful enough without having to pay more than necessary. If any of these life-changing events apply to your situation, it is a good idea to explore whether or not filing for these exemptions would make sense for your situation.

That said, our team is happy to walk you through the process and help you determine whether you qualify. Feel free to reach out anytime. We are here to help.

07/03/2026

Happy Fourth of July!

Two hundred and fifty years of liberty is worth celebrating with everything you have got. Whether that means fireworks, family, or a mouth-watering backyard cookout, our team hopes you have a patriotic and joyful celebration.

Please note that the office will be closed on Friday, July 3rd, in observance of Independence Day. We will be back after the holiday weekend and look forward to connecting with you soon.

07/01/2026

Cue the fireworks, fire up the grill, and get ready for what might be the most ambitious birthday cake of all time. 🎂

America turns 250 this year, which means 250 candles on the cake … so someone should probably alert the fire department.

However you’re celebrating the Fourth of July, we hope it’s filled with great food, good company, and a sky full of fireworks.

Our office will be closed on Friday, July 3rd, in observance of the holiday. We’ll be back and ready to help on Monday. Wishing you a safe and happy Fourth!

06/23/2026

The Centers for Medicare & Medicaid Services (CMS) recently announced several updates related to Medicare Advantage and Part D prescription drug plans for 2027. While many of the changes happen behind the scenes, some could affect the plans and benefits available to Medicare beneficiaries in the years ahead. Swipe to learn more.

If you have questions about how these Medicare updates may affect your current coverage or if you’d like to review your options during an upcoming enrollment period, please feel free to contact us anytime. We are happy to help.

06/21/2026

Happy Father's Day to all the fathers and father figures who show up with dedication, patience, and purpose.

The day is a chance to honor the dads and father figures who have taught us life lessons, made us laugh, and shown us what dedication looks like.

To those celebrating, being celebrated, or honoring the memory of someone who shaped your journey, we wish you a meaningful day filled with appreciation.

06/16/2026

It’s hard to believe we are already at the halfway point of the year. We hope that the first half of your year has been wonderful, and that the second half is just as great.

If anything has come up for you over the past few months, or if you would simply like to check in with us, do not hesitate to reach out.

We are here to support you throughout the season. Give our team a call today, and we can find time to connect.

05/26/2026

Are you aware of the 2026 contribution limits for tax-advantaged retirement accounts? If not, we’ve got you covered, with a quick look at what’s changing:

✅ 401(k), 403(b), 457, and TSP limits will increase to $24,500 (up from $23,500).
✅ Workers age 50+ can contribute an additional $8,000 (up to $32,500 total).
✅ IRA contribution limits will rise to $7,500, with a $1,100 catch-up option.
✅ “Super catch-up” contributions for ages 60-63 remain at $11,250.

Now is a good time to evaluate your current savings plan, explore your IRA options, and decide whether catch-up contributions make sense for your 2026 goals.

If you’re self-employed, it may also be worthwhile to review whether your SEP IRA or solo 401(k) plan needs an update.

Need help navigating these changes? Contact us to discuss how you can maximize these increased limits for your retirement strategy.

05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

05/12/2026

When people think about retirement planning, the big question is usually: “How much money do I need?” But the truth is, the *flexibility* of your retirement income plan can be just as important as the number itself.

Markets change. Expenses shift. Retirement can last decades. A rigid plan can create unnecessary stress — but a flexible one can help your money last longer while still supporting the lifestyle you want.

Here are a few concepts I often talk through with clients:

• **Adaptability matters.** A good plan adjusts as life unfolds — not just to markets, but to health care costs, inflation, and longevity.
• **Rigid withdrawal rules can backfire.** Taking the same amount every year may sound simple, but it can strain a portfolio when markets drop.
• **Guardrails help.** Spending can flex: a small “raise” after good market years, or a temporary pullback after down years.
• **Separate essentials from discretionary wants.** Cover necessities with reliable income; let travel, hobbies, and extras flex with conditions.
• **Flexibility supports longevity.** Even small adjustments during tough markets can help preserve assets and extend the life of a portfolio.

Retirement isn’t one fixed number — it’s a long journey with lots of moving parts. A flexible income plan helps you stay confident along the way.

If you ever want to review your retirement income strategy or talk about how flexibility fits into your plan, I’m always happy to help.

05/10/2026

Our team wants to wish a very Happy Mother’s Day to all of the moms, grandmothers, and other maternal figures out there.

From the late nights of the newborn stage to the late nights waiting up for teens, we owe moms a debt of gratitude — and sleep!

So whether you’re a mother yourself, you’re celebrating your mom, honoring your partner, or recognizing another maternal figure in your life, we hope this day is full of appreciation.

Address

1 E Broward Boulevard Suite 700
Fort Lauderdale, FL
33301

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+19544374082

Website

https://greenbeeinsurance.com/

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