A Secure Future Starts with Protected Income
Personalized Plans for Lasting Financial Confidence in Retirement
Welcome to the Villages Insurance Services
At the Villages Insurance, we understand the importance of a worry-free retirement. Our mission is to help you find reliable, protected income to support the lifestyle you've worked hard to achieve, ensure quality long-term care, and leave a meaningful legacy. We're here to support your vision for a confident future.
Predictable, Protected Income For Your...
Lifestyle
In retirement, peace of mind isn’t just a luxury—it’s essential.
Our programs provide predictable income you can count on every month, so you can enjoy retirement with confidence and security.
Long-Term Care
Be prepared for life’s unexpected care needs and challenges.
Rely on our expertise to build a long-term care plan that ensures access to quality care without financial worry, so you can focus on what matters most.
Legacy
Legacy planning is crucial to protect your family and pass on your wealth.
Our strategic approach ensures your legacy supports those you care about most, easily, and in the most efficient way possible.
Pickleball & Portfolios
Unlock the essential secrets for success and confidence for your game and your financial goals.
.png)
Master Your Mix
Discover how to control the critical balance to maximize your personal power and minimize stress.
TLC for LTC
Explore how our Tender Loving Care program can help you prepare for potential Long-Term Care needs.
Join Us For
A Lunch & Learn Event
Discover the benefits of a Long-Term Care Concierge Plan and valuable strategies to maximize your funds and minimize taxes.
Event Details
Dates: November 19th & 20th
Time: 11:30 AM - 2:00 PM
Location: 510 CR 466, Suite 207, Lady Lake, FL 32159
Our Events
More Than Money
Our workshops go beyond finances to empower you with insights and guidance for pursuing your hobbies, passions, and well-being. Join us on the journey to living your best life and discovering the best version of you.
Our Process
We will work closely with you to create a plan that ensures predictable income for a secure future. Our collaborative process is designed to understand your unique needs and goals, so we can build a plan tailored precisely to your retirement vision.
We begin by listening to your retirement goals, dreams, and concerns. This is about uncovering your ideal future and every facet of the lifestyle you aspire to lead.
1 Discover
Transparency is key. Here, we explore strategies together, ensuring each aligns with your objectives and priorities.
2 Discuss
Finally, we create a customized plan that transforms your vision into an actionable, protected income strategy for retirement, long-term care, and estate planning.
3 Design
Our History of Service & Expertise
With nearly 60 years of combined experience in financial services, The Villages Insurance Services is dedicated to helping individuals and families protect their income, plan for long-term care, and build a lasting legacy. Our Executive Team combines deep industry knowledge with a personal approach, ensuring you receive trusted guidance and solutions tailored to your unique goals.
Managing Director
Simeon Hernandez
Describe the team member here. Write a brief description of their role and responsibilities, or a short bio with a background summary.
Managing Advisor
Scott Sullivan
Describe the team member here. Write a brief description of their role and responsibilities, or a short bio with a background summary.