Monica L Wheeler Insurance Services Welcomes You
Specializing in Medicare Supplements, Medicare Advantage, Short Term/Extended Care, Long Term Care, LTC Hybrids and Life Insurance planning
When it comes to trusting an agent with Medicare and extended care planning, EXPERIENCE MATTERS!
Monica Wheeler is a licensed insurance broker who has lived in the Greenville, SC area for over 22 years. Her experience is comprehensive, having specialized in Medicare Supplements, Medicare Advantage plans, Short Term Care and Extended Care Plans, Long Term care planning and ALL of the products that complement Medicare and reduce the risk for out of pocket expenses for short term skilled nursing recovery care, home healthcare, hospital co-pays, and dental, vision and hearing services.
Monica has taught classes for the Clemson and Furman Olli programs on "Understanding Medicare" and "Understanding Long Term Care insurance" and is active in her community, always happy to share information with groups who offer educational seminars to their members.
In 2023, Monica was named one of the top 25 Aetna Medicare Advantage independent brokers out of 13,000 insurance agents in the state of South Carolina and she has been named among the top 500 long term care agents in the country by the American Association for Long Term Care Insurance.
Consulting clients all over the United States, Monica has the in-depth knowledge, ongoing training, licensing and tools to work virtually for those who prefer it or live out of state and virtually or face to face with clients close to home in SC.
Commitment to personalized service and a genuine, deep concern for each and every client’s wellbeing breeds customer satisfaction and loyalty. It is this standard of service and excellence that every client should expect from the agent they choose to trust with their healthcare planning from year to year.
Working with an insurance broker who is able to offer all of the leading carriers in the insurance industry gives clients the ability to learn about the different products each carrier offers that may be of interest and there is no incentive other than to make sure the client is getting the best product and pricing for their specific needs and health concerns. Technology such as tools that allow each client to schedule their own meeting at a day and time of their choosing and have virtual meetings which allow the flexibility to have a meeting without the need for the clients to travel to an office. The ability to stay home to have a meeting to learn about planning options is very important to many clients, especially in the age of COVID.
Monica has long had contracts with carriers such as Mutual of Omaha, Aetna, Cigna, United Healthcare, Humana, Wellcare, Manhattan Life, Ace, GTL, NGL, Wellaby and Securian, Nationwide and Lincoln Financial for hybrid LTC and life insurance planning. The contracts are critical to offer the products and having been in the insurance industry for 23 years, Monica has built personal relationships with the individuals such as CEO's and Vice Presidents of the companies and also, the managers who are always there to offer support.
Using the AI intelligence offered on the BACK9INS platform, Monica has the ability to provide instant whole life, term life, life with LTC riders and burial quotes from ALL of the carriers on the market.If you are looking for an experienced broker who offers excellent customer service and touches base throughout the year by sending occasional messages and reminders of important dates, Monica L Wheeler Insurance Services is here to meet all your needs.
This is what clients have said about Monica L Wheeler Insurance Services:
Jeff Hawkins
I highly recommend Monica Wheeler to advise and guide you for any of your long term care and Medicare insurance needs.
I have 100% confidence in her knowledge and expertise. She is super responsive to your needs and will offer options and solutions that best protect you in your insurance planning needs. She is available for me anytime I need her.
I highly recommend Monica!
Monica worked hard to find the long-term care solution that was right for us. We have been long term care and Medicare Advantage clients for close to 20 years. Monica keeps in touch every year to offer support and see how we are doing. She is an excellent agent.
Monica visited with me to help set up my Medicare insurance program. She was very helpful in explaining the various supplemental coverages that I needed and I have been well satisfied with the program coverage over the years.
Monica made we feel comfortable right away. She inquired and understood my personal life situation and helped me understand the need to make provisions for myself down the road. As we talked, she listened and she understood my financial limitations being a caregiver in our home for both a parent and a spouse and we discussed service and affordability. She did not place me in a financial hardship situation should I find myself without my spouse in months or years to come. Monica checks in on me from time to time and makes me feel always that I am NOT just a client but someone who she truly is concerned about and WANTS to provide care for.
Monica Wheeler is the consummate long-term care insurance professional. Her knowledge of this important protection is deep and broad. Her foremost commitment to education - whether it is to groups or individuals - sets her apart and makes her the valuable source of information to her community and region. If you call or connect with her you will understand why I hold her in such high regard.
Ms. Wheeler has been my sole insurance agent for the past ten years or so, and I'm entirely satisfied with the results of having been advised by her on several kinds of policies--from term life to long-term health care coverage. She's knowledgeable, personable, and reliable.
Monica is an excellent insurance rep. She has a detailed knowledge of her company's products and works with the individual to find the policy which works best for them.
When you need LTC insurance, I suggest you choose Monica. She does a "turn key job" to get the best rates, coverage, and customer service. She was on time both times I met with her, and I found her to be a treasure trove of great and timely information for my insurance decisions. I highly recommend Monica... you'll be glad you contacted her!!
Monica is an extremely driven lady and she is very passionate about her work and in dealing with her clients. I worked with Monica in 2009 to secure Long Term Care Insurance for myself. Monica was a pleasure to work with and she was so helpful to me in understanding the Long Term Care Insurance Policy. Monica did a great job in following up on any and all questions that I had about the policy. I also found Monica to be very compassionate, trustworthy, consistent and reliable. When I hear that someone is looking for Long Term Care Insurance, I "always" recommend Monica.
Thank you for the opportunity to submit this recommendation for Monica.
For More Information About My Career and Experience:https://ltcga.wordpress.com/2016/06/24/ltcga-ltc-insurance-agent-monica-wheeler-cltc/