Business Details
Your Trusted Insurance Partner in Tyler, TX
William Lumley & Associates is an independent insurance agency dedicated to addressing the financial security needs of senior citizens. With over 29 years of licensing by the Texas Department of Insurance, we specialize in life, health, and Medicare-related products. Our agency, based in Tyler, Texas, has served over 3,000 policyholders, prioritizing personalized guidance and comprehensive risk management. Our team of licensed professionals is committed to delivering tailored insurance solutions that align with individual client goals.We operate with transparency, holding licenses and bonds through reputable entities like Central Insurance and NAPA Benefit Services. Our focus remains on empowering clients to make informed decisions about their future through expert consultation. By maintaining a deep understanding of Medicare supplements, long-term care, and annuities, we strive to be a trusted partner in navigating complex insurance landscapes. Our decades of local experience ensure that we meet the unique needs of Texas seniors effectively.
Services
Medicare Insurance
Life Insurance
Long-Term Care
Annuities Planning
Medicare Supplement
Final Expense
Asset Based LTC
Income Annuities
Traditional LTC
Highlights and features
- We specialize in senior-focused insurance solutions with 29+ years of Texas-specific expertise.
- Our agency maintains active licenses and bonds through reputable industry entities.
- We offer comprehensive coverage options including Medicare supplements and annuities.
- Our licensed professionals provide personalized guidance for individual client needs.
- We prioritize transparent communication and ethical insurance practices.
Associations and certifications
- Central Insurance
- NAPA Benefit Services
Services
Medicare Insurance
We provide comprehensive Medicare insurance solutions including Part A/B coverage, Advantage plans, and prescription drug coverage. Our specialists help clients understand enrollment periods, coverage limitations, and supplemental options. With expertise in Texas-specific regulations, we assist seniors in navigating Medicare's complexities to secure optimal coverage tailored to individual healthcare needs and budget requirements.
Life Insurance
Our life insurance offerings include term and permanent policies designed to meet diverse financial protection goals. We specialize in final expense coverage and legacy planning solutions. Texas-licensed agents work closely with clients to determine appropriate coverage amounts and policy structures that align with long-term financial objectives while ensuring affordability and adequate beneficiary protection.
Long-Term Care
We offer traditional and asset-based long-term care insurance solutions to address future healthcare needs. Our experts help clients evaluate coverage options for assisted living, home healthcare, and nursing facility care. By analyzing individual financial situations, we develop strategies that protect assets while ensuring access to quality care services when needed.
Annuities Planning
Our annuity specialists provide guaranteed income solutions through fixed, indexed, and variable annuity products. We help clients create reliable retirement income streams while addressing market volatility concerns. With personalized consultations, we determine appropriate annuity structures that complement overall retirement plans and financial goals for Texas seniors.
Medicare Supplement
We specialize in Medicare Supplement Insurance (Medigap) plans that cover out-of-pocket costs like deductibles and copayments. Our agents help clients compare plan options (A-N) to find coverage matching their healthcare usage patterns. We ensure policyholders understand how Medigap works with Original Medicare to minimize unexpected medical expenses.
People
William Lumley
Licensed Insurance Agent
William Lumley has held a Texas insurance license for over 29 years, specializing in senior-focused insurance products. He leads a team serving 3,000+ policyholders in Tyler, Texas, offering expert guidance in Medicare supplements, life insurance, and long-term care solutions.
Questions
What insurance products do you specialize in?
We specialize in Medicare supplements, life insurance, long-term care policies, and annuities specifically tailored for senior citizens in Texas.
Are you affiliated with Medicare or CMS?
We are independent agents not affiliated with Medicare or CMS, but we're licensed to represent multiple insurance carriers in Texas.
How can I get a Medicare quote?
Call 903-534-0575 or complete our online contact form to receive personalized Medicare supplement or Advantage plan quotes.
Do you serve areas outside Tyler, TX?
While based in Tyler, we serve clients throughout East Texas and provide coverage options available in your specific county.
What qualifications do your agents hold?
Our agents maintain active Texas insurance licenses (#819327) and have completed specialized training in senior insurance products since 1994.
Reviews (1)
Karl Hoitsma
Jul 06, 2021
Report
Bill and Stacey know the Medicare business. Your Part D drug plan is reviewed annually to get the best price for your specific Rx medications.
