We Don't Sell Products, We Help Create A Plan For YOU.
We Don't Sell Products, We Help Create A Plan For YOU.

Ron Montgomery

From beginning his insurance career back in 1999 Ron has developed a strong insurance background. Ron and his family moved to Parrish, FL in 2010 and moved to Venice, FL in 2019. Ron brought his Midwest background and commitment to helping retirees to our area.  He earned his Bachelor’s of Science degree in Sales and Marketing from Ball State University, in Muncie, IN.  Through continued learning, attending training classes, Ron stays up to date on any and all information concerning Retirement Planning.  He has had multiples sales and planning awards over the past 20 years, including qualification for MDRT (Million Dollar Round Table).


During his 20+ years in the financial industry, he has worked for companies such as MetLife and Western-Southern Life Insurance Company.  Ron enjoys helping people with their safe retirement income and legacy planning.


Ron’s life insurance background and extensive research activities are valuable assets when helping clients choose the insurance solutions that meet their needs.  As a devoted family man, Ron knows the value of peace of mind.  Whether he’s boating with his two sons, playing with his grandkids Matthew and Madison, fishing with his friends, or walking on the beach with his wife, Julie, he takes great comfort knowing he’s planned for the future.  Throughout over 20 years in the life insurance industry and all the awards, there is no accomplishment greater than helping other people find their peace of mind too.

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"We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options."