The Willis Agency- Retirement Solutions in Wesley Chapel, FL

10/21/2026

🚨 IS YOUR MEDICARE ADVANTAGE PLAN GOING AWAY IN 2026?

Or did you just find out your favorite doctor or specialist may no longer be in your plan’s network?

Take a deep breath. You have options, and The Willis Agency is here to help! ❤️

With Medicare plan changes happening for 2026, now is the time to review your coverage and make sure it still fits your needs.

✅ **Keep your doctors** — let’s review provider networks and find out which plans include your preferred doctors and specialists.

✅ **Understand your options** — compare available Medicare plans, benefits, premiums, and out-of-pocket costs.

✅ **Get personal guidance** — we’ll help you understand your choices so you can make a confident, informed decision.

You don’t have to navigate Medicare changes alone, and you shouldn’t have to figure it all out by yourself!

📞 Contact The Willis Agency today. Let’s review your options and help you find coverage that works for YOU.

❤️ The right coverage. The right guidance. A team that cares.

📩 Send us a message today to get started!

The Willis Agency is here to help you navigate your Medicare options.

*Plan availability, provider networks, benefits, and enrollment eligibility vary by location and individual circumstances.

10/16/2026

🍂 MEDICARE ANNUAL OPEN ENROLLMENT IS IN FULL SWING!

Medicare is not a one-size-fits-all plan—and the coverage that worked for you last year may not be the best fit for the year ahead.

At The Willis Agency, we're here to help you navigate the changes, understand your options, and feel confident about your coverage for 2027. ❤️

✔️ Review your current plan and upcoming changes
✔️ Compare available options to see what fits your needs
✔️ Make sure your doctors, prescriptions, and budget are taken into consideration
✔️ Get answers to your questions from a local team that cares

Don't wait until the last minute! 📅 Now is the time to get on our calendar for a personal review of your Medicare coverage.

Our goal is simple: to help you make informed decisions and find the coverage that makes the most sense for YOU.

📞 Contact The Willis Agency today to schedule your Medicare review!

Have questions? We're just a phone call away.

Florida Roots - Local Trust

10/14/2026

Ladies, I would love for you to join me for YOUR NEXT CHAPTER on November 5th! 🤍

I’m looking forward to sharing a lovely afternoon together over lunch and conversation about the financial and healthcare decisions that matter as we move through life’s next chapter.

Whether you come on your own or bring a friend, I hope you’ll feel right at home. If you have a mother, sister, friend, or neighbor who might enjoy this gathering, please share this invitation with her!

🥂 November 5 | 11:30 AM – 1:30 PM
📍 Oakstead Community Clubhouse, Land O’ Lakes

Seating is limited, so be sure to reserve your spot. I hope to see you there!

— Laura Brooks
The Willis Agency | Florida Roots. Local Trust.

I’ve been thinking a lot about how different retirement can look for every woman.

For some, it’s an exciting new beginning. For others, it comes after a major life change. And for many, it’s simply a time to stop and ask,

“What do I want the next chapter of my life to look like?”

That’s why I wanted to bring women together for Your Next Chapter, a ladies lunch this November for women 60+.

This will be an afternoon of meaningful conversation, and practical information about the things that matter in this season of life—your finances, healthcare, independence and the future.

I’m really looking forward to this one.

Lunch is complimentary and seating is limited.

If you’re a woman 60+ or know someone who would enjoy an afternoon like this, I would love for you to be there.

Registration is now open: https://www.eventbrite.com/e/your-next-chapter-womens-luncheon-tickets-2002594221224

Laura Brooks
The Willis Agency
Florida Roots. Local Trust.

10/05/2026

Entering DROP? (Deferred Retirement Option Program)

The decisions you make before you start can shape the retirement you’ve worked decades to build.

At The Willis Agency, we’re expanding our retirement planning services to help Florida’s teachers, firefighters, and law enforcement professionals navigate the transition into DROP and beyond.

At The Willis Agency, we take a holistic approach to retirement planning, helping you look at the pieces of your financial life together—

• DROP & retirement income
• Investments & portfolio strategy
• Social Security
• Medicare & healthcare costs
• Taxes
• Life & long-term care protection
• Creating a retirement income strategy that can last

The timing is important. The choices you make leading into DROP can affect your income, taxes, healthcare, and overall retirement strategy for years to come.

If you’re a Florida teacher, firefighter, or law enforcement professional preparing to enter DROP, we’d be glad to help you understand what to consider before you make those decisions.

Florida roots. Local trust. Retirement planning for your next chapter.

📍 The Willis Agency | Wesley Chapel, Florida
📞 813-948-9109

09/30/2026

I’ve been thinking a lot about how different retirement can look for every woman.

For some, it’s an exciting new beginning. For others, it comes after a major life change. And for many, it’s simply a time to stop and ask,

“What do I want the next chapter of my life to look like?”

That’s why I wanted to bring women together for Your Next Chapter, a ladies lunch this November for women 60+.

This will be an afternoon of meaningful conversation, and practical information about the things that matter in this season of life—your finances, healthcare, independence and the future.

I’m really looking forward to this one.

Lunch is complimentary and seating is limited.

If you’re a woman 60+ or know someone who would enjoy an afternoon like this, I would love for you to be there.

Registration is now open: https://www.eventbrite.com/e/your-next-chapter-womens-luncheon-tickets-2002594221224

Laura Brooks
The Willis Agency
Florida Roots. Local Trust.

09/25/2026

We’ll see you at Valencia Lakes!

Michael and I are looking forward to being at the Valencia Lakes of Wimauma Home & Health Expo this coming Monday.

If you’re attending, come by and say hello! We’d love to catch up with those we already know and meet some new neighbors in the Valencia Lakes community.

We’ll be there to answer questions, share helpful retirement & Medicare information, and most importantly, be a resource you can count on when you need one.

📍 Valencia Lakes Clubhouse
16003 Valencia Club Drive
Wimauma, FL 33598

📅 **Monday, September 28, 2026**
⏰ **11:00 AM – 1:00 PM**

Stop by our table — Michael and I would love to see you!

The Willis Agency
Florida Roots. Local guidance. Personal service. Retirement planning you can feel confident about.

09/24/2026

The most powerful financial tool you have may not be your money.
It may be your voice. 🤍

You don’t have to know all the answers.
You just have to feel comfortable asking the questions.

Your retirement. Your healthcare. Your Social Security. Your income. Your legacy.

These are worth talking about.

Because we’re not a big-city firm looking at you from across a conference table.

We’re your neighbors.
We’re local.
We’re part of this community.

At The Willis Agency, we believe financial conversations should feel personal, understandable, and rooted in trust.

Florida Roots. Local Trust.
The Willis Agency

09/23/2026

Medicare’s Annual Enrollment Period is coming up, and it’s time to start thinking about your 2027 coverage.

Annual Enrollment Period:
October 15 – December 7, 2026

Starting October 1, I’ll have access to the 2027 plan information and can begin reviewing options with you.

Even if you are happy with your current plan, I recommend an annual review. Plans can change from year to year—including premiums, copays, prescription coverage, provider networks, pharmacies, and other benefits.

Our goal is simple: make sure your current coverage still fits your needs for 2027. Sometimes that means making a change, and sometimes it means staying exactly where you are.

Please don’t wait until the last few weeks of enrollment to schedule your review. You can:

Call: 813-948-9109
Email: [email protected]
Schedule online: www.thewillisagency.com

I look forward to helping you feel confident about your Medicare coverage for the year ahead.

Warmly,

Laura Brooks
President & Retirement Planning Specialist
The Willis Agency
Florida Roots . Local Trust

09/21/2026

SOMETHING SPECIAL IS COMING THIS NOVEMBER…

For the women who have spent years taking care of everyone else.

For the women entering retirement — or already enjoying it — who are beginning to think a little more about, what comes next.

Your Income.
Your Healthcare.
Your Social Security.
Your Independence.
Your legacy.

This November, I’m bringing women together for an intimate Ladies Lunch and a thoughtful conversation about the things that matter most in this next chapter.

Meaningful conversation. Practical guidance. A beautiful afternoon together. And something thoughtful to take home.

YOUR NEXT CHAPTER
A Personal Financial & Healthcare Planning Guide for Women 60+

**November 2026**
Date & location coming soon.

If this sounds like something you — or a woman you love — would enjoy, send me a message and I’ll make sure you’re among the first to know.**

Laura Brooks
President & Retirement Planning Specialist
The Willis Agency
*Florida Roots. Local Trust.*

09/15/2026

Your retirement budget may be missing one of its most important expenses.

Healthcare.

When people picture retirement, they often think about travel, time with family, hobbies, and finally having the freedom to enjoy life on their own terms.

But there’s another question worth asking:

**Have you included healthcare expenses in your retirement budget?**

Medicare can help cover many healthcare costs, but it doesn’t mean healthcare will be free. Premiums, deductibles, prescriptions, supplemental coverage, dental and vision care, and unexpected medical expenses can all affect your retirement income.

And as we get older, those costs may become an even more important part of the financial picture.

A thoughtful retirement plan should consider more than:

→ How much you have saved.

→ When you plan to retire.

→ How much income you expect to receive.

It should also consider how you’ll pay for the healthcare you may need along the way.

Because retirement isn't just about having enough money to stop working.

**It's about having a plan that helps you feel confident about the years ahead.**

At The Willis Agency, we believe healthcare and retirement planning should be part of the same conversation.

**A question for you:** When you think about your retirement budget, is healthcare something you’ve already planned for—or something you still need to explore?