Business Details
3 Years
experience
Emergency
services
Trusted Insurance and Financial Planning Services in Plymouth, WI
American Senior Benefits has dedicated itself to serving Wisconsin seniors since 2023, offering tailored financial solutions through locally-rooted expertise. Our team of Wisconsin-based professionals brings over a decade of experience in insurance and financial planning, combining deep industry knowledge with an intimate understanding of regional needs. We specialize in Medicare supplemental plans, senior life insurance, retirement planning, and long-term care solutions, working with top-rated carriers to ensure personalized coverage.Our commitment extends beyond transactionswe empower clients with educational resources to make informed decisions about their financial future. Available 24/7 for urgent needs, we maintain transparent communication and prioritize client education throughout the process. With a network spanning 80+ national offices, we leverage nationwide resources while maintaining local accountability to Wisconsin families.
Services
Medicare Supplement Plans
Senior Life Insurance
Annuity Investments
Retirement Planning
Long-Term Care Insurance
Prescription Drug Coverage
Dental Vision Hearing Plans
Financial Consultations
Hospital Indemnity Plans
Cancer Insurance Policies
Details
- Year established: 2023
Highlights and features
- Wisconsin-based team with 10+ years of local insurance expertise
- Personalized solutions tailored to senior financial needs
- 24/7 phone availability for urgent insurance matters
- Partnerships with 80+ top-rated insurance carriers
- No-obligation consultations with licensed specialists
What people say
Took her time
Great experience
Very helpful
No pressure
Monthly rate
Services
Medicare Supplement Plans
Medicare Supplement Plans help cover out-of-pocket costs for Wisconsin seniors. These policies work with Original Medicare to pay deductibles, copays, and coinsurance. Our specialists help clients compare plan options from top-rated carriers to find coverage matching their healthcare needs and budget.
Senior Life Insurance
Senior life insurance provides financial protection for loved ones through death benefit policies. We offer term, whole, and guaranteed issue life insurance options with flexible premium structures. Our agents help clients determine appropriate coverage amounts and policy types based on individual circumstances.
Annuity Investments
Annuity products create guaranteed income streams for retirement planning. We offer fixed and indexed annuities with tax-deferred growth features. Our specialists analyze client financial situations to determine if annuities align with their long-term retirement goals and risk tolerance.
Financial Planning
Comprehensive financial planning services help seniors organize retirement resources. We assess income sources, insurance coverage, and investment portfolios to create coordinated strategies. Our approach focuses on creating sustainable income streams and protecting assets for future needs.
Long-Term Care Insurance
Long-term care insurance covers assistance with daily living activities for aging seniors. We offer traditional and hybrid policies that provide home healthcare, assisted living, or nursing home coverage. Our specialists explain policy benefits and help clients evaluate coverage needs based on family history and health status.
People
Travis Streblow
Regional Sales Manager
Investment advisor representative with extensive experience in senior financial solutions. Focuses on retirement income strategies and annuity products.
Ryan Reilly
District Sales Manager
Insurance specialist helping Wisconsin seniors navigate Medicare supplement and prescription drug plan options. Provides personalized coverage comparisons.
Kelly Anhalt Koenig
Insurance Specialist
Licensed agent assisting clients with life insurance and long-term care planning. Known for thorough explanations of policy details and benefits.
Joy Peppers
Insurance Specialist
Senior insurance advisor helping clients compare Medicare Advantage and supplemental plan options. Focuses on prescription drug coverage needs.
Carrie Baumann
Insurance Specialist
Life insurance expert specializing in final expense policies and guaranteed issue coverage for seniors with health challenges.
Questions
What insurance options are available for Wisconsin seniors?
We offer Medicare supplements, life insurance, annuities, long-term care policies, and prescription drug plans tailored to Wisconsin seniors' needs.
Can I get insurance with pre-existing conditions?
Yes, we offer guaranteed issue life insurance and work with carriers that provide coverage options for clients with various health histories.
How do I choose between Medicare Advantage and Medigap?
Our specialists compare both options based on your healthcare needs, preferred providers, and budget considerations during personalized consultations.
Are annuities suitable for retirement planning?
Annuities can provide guaranteed income streams. We help evaluate if they align with your retirement goals during comprehensive financial assessments.
What payment options exist for insurance premiums?
Payment options vary by policy type. We explain available premium structures and help find payment plans that fit your financial situation.
How quickly can I get coverage started?
Coverage start times vary by product. We explain policy effective dates and work with carriers to expedite processing when possible.
Reviews (4)
April R. Williamson
Feb 19, 2021
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Positive:Professionalism,Quality,Responsiveness
Travis and his team are wonderful! The products and services they have available can really change someone's life! I appreciate all they do for the community and the in-depth way in which they help clients with their financial planning. Highly recommend!!!
Travis and his team are wonderful! The products and services they have available can really change someone's life! I appreciate all they do for the community and the in-depth way in which they help clients with their financial planning. Highly recommend!!!
Donna Sertich
Nov 01, 2020
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I started working with Travis before retirement. He has been nothing but
helpful and pleasant to work with. Any time I would call he would get back to me and answer my question the same day. He has been my stress saver many times through all the years he has been my agent.
Donna Sertich.
helpful and pleasant to work with. Any time I would call he would get back to me and answer my question the same day. He has been my stress saver many times through all the years he has been my agent.
Donna Sertich.
Whitney Brunn
Oct 20, 2020
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I Loved working with Travis! He's friendly, professional and truly cares about the people he is working with. I could tell with our first conversation that we were going to be well taken care of. Working with someone that truly has best interest at heart, can not be rated. Highly recommend working with him!
Katie Ahrens
Oct 16, 2020
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I found my experience with American Senior Benefits to be great! My agent Travis S. was very helpfully. He kept me up to date during the whole process. There was no pressure either, he listened to my needs and I couldn't have asked for a better experience. I also really like my monthly rate. I thought it would have been high for my age but was pleasantly surprised.
