Independent Medicare Insurance Specialist

Medicare Made Simple β€” Wherever You Are

Rooted in Lee County. Ready to help you anywhere. TrustHaven Insurance Agency gives you honest, unbiased guidance on Medicare Advantage and Supplement plans β€” at no cost to you.

Education β€’ Guidance β€’ Protection
🏠 Lee County Specialist πŸ“ž Licensed Nationwide βœ“ Independent & Unbiased $0 Broker Fee
Get My Free Consultation See How I Can Help

One Broker. Many of the Nation's Leading Carriers.

I work with many of the nation's leading Medicare carriers β€” including some of the most recognized names in the industry β€” so you get a genuine comparison, not a pitch for one company. My only goal is finding the plan that fits you.

UnitedHealthcare  β€’  Humana  β€’  Aetna  β€’  Cigna  β€’  Wellcare  β€’  Mutual of Omaha  β€’  + additional carriers by state

🏠 Lee County Home Base

I live and work here. I know which plans are strong in this market, which providers are in-network, and how Medicare works for Southwest Florida seniors specifically.

  • North Fort Myers (33903)
  • Fort Myers & Cape Coral
  • Bonita Springs & Estero
  • Marco Island & Naples area

πŸ“ž Available Wherever You Need Me

Moved to be near family? Snowbird with addresses in two states? Helping a parent who lives out of state? I can help you compare plans and enroll no matter where you're located.

  • Phone & video consultations available
  • Licensed in multiple states
  • Snowbirds & retirees relocating welcome
  • Helping adult children navigate plans for parents

How TrustHaven Helps You

⭐ Medicare Advantage (Part C)

All-in-one plans that combine Parts A, B, and usually D. I compare options across major carriers so you know exactly what you're getting.

πŸ›‘οΈ Medicare Supplement (Medigap)

Cover the gaps Original Medicare leaves behind β€” deductibles, copays, and coinsurance.

πŸ’Š Part D Prescription Drug Plans

I run your specific medications through available formularies to find your best option.

πŸŽ‚ Turning 65 β€” First-Time Medicare

I walk you through your Initial Enrollment Period so you avoid costly late-enrollment penalties.

πŸ’Ό Retiring & Losing Employer Coverage

Transitioning off employer coverage triggers a Special Enrollment Period β€” timing matters.

πŸ”„ Annual Plan Reviews

Plans change every year. I review your coverage each fall before AEP.

What to Expect

No pressure. No sales scripts. Just an honest conversation about what works best for you.

1

Reach Out

Call or email to get started β€” phone, video, or in person if you're local.

2

We Talk

Tell me about your doctors, medications, and budget. No paperwork required.

3

I Do the Homework

I compare plans across carriers and come back with clear, honest options.

4

You Decide

If you're ready to enroll, I handle the paperwork. No pressure either way.

Medicare Questions, Answered

What's the difference between Medicare Advantage and Medicare Supplement?

Medicare Advantage (Part C) replaces Original Medicare and typically bundles in Part D drug coverage, often with lower premiums but network restrictions. Medicare Supplement (Medigap) works alongside Original Medicare to cover gaps like copays and deductibles, with more provider flexibility but generally higher premiums.

Does it cost anything to use a Medicare broker?

No β€” working with TrustHaven is completely free. Carriers pay agents a commission directly, and your premium is identical either way.

When can I sign up for Medicare?

Most people first become eligible at 65, with a 7-month Initial Enrollment Period. If still covered by employer insurance, you may have a Special Enrollment Period when it ends.

Can you help me even if I don't live in Lee County or Southwest Florida?

Absolutely β€” I work with beneficiaries nationwide by phone and video.

What is the Annual Enrollment Period (AEP)?

AEP runs October 15 through December 7 each year. Changes take effect January 1.

Will my doctor be covered under the plan you recommend?

I verify your physicians are in-network before recommending any Medicare Advantage plan.

Get Your Free Medicare Consultation

No pressure, no sales pitch β€” just honest answers to your Medicare questions.

πŸ“ž Phone
239-438-4435

βœ‰οΈ Email
info@trusthaveninsurance.com

πŸ“ Based in North Fort Myers, FL β€” serving clients by phone and video nationwide.

Thanks! Your message is on its way β€” I'll get back to you shortly.

Important Disclosures & Disclaimers

Required Disclosure. We do not offer every plan available in your area. Currently we represent 9 organizations which offer 90 products in your area. Please contact Medicare.gov, 1-800-MEDICARE (1-800-633-4227), or your local State Health Insurance Assistance Program (SHIP) for information on all your options.

Not a Government Website. This website is not affiliated with, endorsed by, or connected to the U.S. federal government, CMS, Medicare.gov, or the Social Security Administration.

Licensed Insurance Agent. Jessie A. Navalta is a licensed health insurance agent in the State of Florida and additional states as applicable. Florida License Number: W813801.

Independent Broker. TrustHaven Insurance Agency is an independent insurance brokerage and is not employed by, affiliated with, or a representative of any single carrier.

No Cost to You. Compensation for insurance agents is paid by carriers as commissions. You never pay a broker fee.

Medicare Enrollment. Medicare has specific enrollment periods; missing them may result in late-enrollment penalties.

Plan Information. Plan benefits, premiums, networks, and formularies change annually. Contact us or the plan directly for current details before enrolling.

Privacy. Information submitted through this website's contact form is used solely to respond to your inquiry and is not sold or shared with third parties unrelated to your insurance inquiry. See our full Privacy Policy for details.

Privacy Policy

Effective date: July 5, 2026

TrustHaven Insurance Agency ("TrustHaven," "we," "us") respects your privacy. This policy explains what information we collect through trusthaveninsurance.com, how we use it, and the choices you have.

Information We Collect

When you submit our contact form, we collect the name, email address, phone number, and message you provide. We do not use cookies, analytics trackers, or advertising pixels to collect personal information on this site beyond what you submit directly.

How We Use Your Information

We use the information you submit solely to respond to your inquiry, discuss your Medicare options, and, if you choose to proceed, assist with plan comparison and enrollment. We do not sell your information, and we do not share it with third parties except as described below.

Third-Party Service Providers

Our contact form is processed by Formspree, Inc., a third-party form-delivery service that transmits your submission to our email inbox. Formspree may process your data under its own privacy policy, available at formspree.io/legal/privacy-policy. We do not share your information with insurance carriers or any other party unless you direct us to as part of arranging or enrolling in coverage.

Data Retention

We retain contact form submissions and related correspondence only as long as needed to respond to your inquiry and, where applicable, to comply with insurance recordkeeping and CMS marketing/compliance requirements.

Your Choices

You may ask us to delete information you've submitted, or ask what information we hold about you, by emailing info@trusthaveninsurance.com. Submitting the contact form does not obligate you to purchase any insurance product, and you may withdraw your inquiry at any time.

Children's Privacy

This site is intended for individuals eligible for or approaching Medicare eligibility and is not directed to children under 13. We do not knowingly collect information from children.

Changes to This Policy

We may update this policy from time to time. The effective date above reflects the most recent revision.

Contact Us

Questions about this policy can be directed to Jessie A. Navalta, TrustHaven Insurance Agency, North Fort Myers, FL, info@trusthaveninsurance.com, 239-438-4435.