James Lee, of James Lee Financial Services, has specialized exclusively
in Medicare insurance for over 41 years and provides Medicare supplements,
Long Term Care insurance and annuities. James works in conjunction
with a local elder care Attorneys and tax consultants to provide
you with the most complete insurance and financial review. Knowledge
is important but experience is the key.
Starting out in October of 1968, James worked as a captive agent
for over four years, representing only one company. James quickly
realized that being an independent agent offered more options for
insurance products. Representing multiple companies gave the client,
as well as the agent more choices thereby offering the best products
at the best price.
James, a former president of a local Health Underwriters Association
chapter, currently represents 17 companies that market Long Term
Care Insurance products. He also has 14 separate companies with
Medicare Supplements and 16 Life Insurance companies offering various
In addition, James has multiple products for Term Life Insurance,
and some of the most competitive Health Insurance rates in the area
for people under age 65.