Chase Punzalan
PlanWell Benefits
(904) 606-8271
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PlanWell Benefits helps individuals confidently navigate Medicare by simplifying coverage options and providing personalized, one-on-one guidance. We support clients through every step—from understanding eligibility and enrollment timelines to comparing Medicare Advantage, Supplement, and prescription drug plans—so they can choose coverage that fits their healthcare needs and budget. With a clear, supportive approach, PlanWell makes Medicare decisions easier and helps retirees feel secure in their next chapter. With our affiliate company, Bold City Financial Group, we're able to provide comprehensive retirement and financial planning. We are a complete one stop shop for all things retirement.
Products Offered:
Medicare Supplement, Medicare Advantage, Life Insurance, Final Expense, Annuities, Long Term Care, Disability Insurance, Retirement Planning, Prescription Drug Plans, Financial Advisors, Investment Services, Employee Benefits
States Serviced
Florida
