Business Details
Your Trusted Insurance Partner in Tyler, TX
William Lumley & Associates is an independent insurance agency dedicated to addressing the financial security needs of senior citizens. With over 29 years of experience licensed by the Texas Department of Insurance, we specialize in Medicare Supplement Insurance, Life Insurance, Long-Term Care Insurance, and Annuities. Our agency, based in Tyler, Texas, serves over 3,000 policyholders and prioritizes personalized service to help clients manage risks and exposures. We are bonded by Central Insurance and NAPA Benefit Services, ensuring reliability and trustworthiness in our operations. Our team is committed to providing expert guidance on Medicare options, including Supplement, Advantage, and Prescription Drug Plans, while maintaining transparency in all interactions.We offer fast, easy online quotes and consultations, ensuring clients receive tailored insurance solutions. Our Texas insurance license #819327 and National producer #1209514 reflect our adherence to industry standards. We focus on delivering quality services without affiliating with CMS, Medicare, or federal/state agencies, maintaining independence in our offerings. Our mission is to empower clients with comprehensive insurance strategies that align with their long-term goals. By combining decades of expertise with a client-centric approach, we strive to be a trusted partner in securing financial futures.
Services
Medicare Supplement Insurance
Life Insurance Planning
Long-Term Care Insurance
Annuities & Income Planning
Final Expense Coverage
Highlights and features
- We have over 29 years of experience licensed by the Texas Department of Insurance.
- Our agency serves over 3,000 policyholders with personalized insurance solutions.
- We offer a comprehensive range of products including Medicare Supplement and Annuities.
- Our team is bonded by Central Insurance and NAPA Benefit Services for reliability.
- We provide fast, easy online quotes and consultations for client convenience.
Associations and certifications
- Central Insurance
- NAPA Benefit Services
Services
Medicare Supplement Insurance
Medicare Supplement Insurance helps cover out-of-pocket costs for Original Medicare, including deductibles, copayments, and coinsurance. Our agency offers tailored Medigap plans to ensure comprehensive coverage for seniors. We provide expert guidance to help clients select policies that align with their healthcare needs and budget.
Life Insurance Planning
Life Insurance Planning services focus on creating financial security for beneficiaries through term and permanent life insurance solutions. We assist clients in determining appropriate coverage amounts and policy structures. Our approach emphasizes long-term protection and estate planning for families and businesses.
Long-Term Care Insurance
Long-Term Care Insurance protects against the financial burden of extended care services, including nursing home, assisted living, and in-home care. We offer traditional and asset-based LTC policies to preserve assets. Our solutions help clients maintain independence while planning for future healthcare needs.
Annuities & Income Planning
Annuities & Income Planning services provide guaranteed lifetime income streams through fixed, indexed, and variable annuity products. We help clients convert savings into stable retirement income. Our strategies focus on mitigating longevity risk and ensuring financial stability during retirement.
Final Expense Coverage
Final Expense Coverage ensures funds are available to cover funeral, medical, and legal costs after death. Our policies provide immediate benefits with simplified underwriting for seniors. We help families avoid financial strain by securing affordable, guaranteed acceptance life insurance options.
People
William Lumley
Owner
William Lumley has over 29 years of experience licensed by the Texas Department of Insurance to sell life and health products. He leads the agency's commitment to senior financial security.
Stacey
Stacey supports client services and insurance operations at William Lumley & Associates, ensuring efficient communication and policy management for policyholders.
Questions
What insurance products do you specialize in?
We specialize in Medicare Supplement Insurance, Life Insurance, Long-Term Care Insurance, Annuities, and Final Expense Coverage for seniors.
Are you affiliated with Medicare or CMS?
No, we are an independent agency not affiliated with CMS, Medicare, or any federal/state agencies.
How can I get a quote for insurance?
Request a quote online or call us at 903-534-0575 to speak with a licensed agent about your options.
Do you serve areas outside Tyler, TX?
We primarily serve Tyler, TX, but can assist with plans available in your specific area.
What sets your agency apart from others?
Our 29+ years of experience, personalized service, and focus on senior financial security distinguish us.
Can I apply for insurance online?
Yes, we offer fast, easy online applications for Mutual of Omaha and other represented carriers.
