About
Jonathan's Story
Jonathan Evans is a licensed health insurance agent/broker in the state of Florida. He specializes in Medicare enrollment, matching retirees with insurance coverage that goes beyond primary doctors and prescriptions. His background in healthcare gives him insights the average sales agent lacks; such as hospital and physician networks, satisfaction ratings, available services in-network and enrollee satisfaction. Years of working in healthcare has also given him an understanding of the Centers for Medicare and Medicaid Services (CMS) healthcare AND insurance regulation; making him an expert in his own right.
Jonathan began his healthcare career in 1995 as a Radiology clerk while studying Respiratory Therapy. He started providing patient care as a Respiratory Therapist at a small West Virginia hospital, where he worked alongside physicians and nurses managing the needs of patients with pulmonary, cardiac and renal disease. Early in his career he gained experience in Pulmonary and Cardiac diagnostic testing, Emergency Room care, Intensive Care, In-patient care and Pulmonary Rehabilitation. During this time he also gained experience in the home health care setting, educating patients and their families on disease management and home medical equipment use.
After the passing of the Balanced Budget Act of 1997, Jonathan was recruited by a local Skilled Nursing Facility. This role required him to implement policies and the framework, required by the legislation and CMS, to ensure reimbursement AND Federal compliance. The policies and documentation standards he set allowed for a successful transition to the new Prospective Payment System (PPS).
Jonathan later relocated to northeast Florida where he has worked in many of the local hospital systems, serving the area for the past 24 years. In the time spent living and raising a family in northeast Florida, he has delivered patient care in local hospitals, rehabilitation facilities, outpatient diagnostic testing labs, physician's offices, Intensive Care Units, Open Heart Recovery Units, Emergency Rooms and Neonatal Intensive Care Units.
Jonathan's comprehensive experience in the healthcare industry makes him an EXPERT in understanding his clients unique healthcare needs. Having a qualified agent is the first step in choosing the right Medicare coverage. Understanding how it relates to your healthcare and budget and making qualified expert recommendations is his priority.
Jonathan is proud to be partnered with Senior Market Sales (SMS), a national leader in the retirement planning industry with over four decades of expertise. Through SMS, Jonathan offers a comprehensive list of innovative financial solutions tailored for retirees and those planning for retirement, including fixed indexed annuities, life insurance and long-term care products. Leveraging SMS's cutting-edge technology, exclusive carrier relationships and robust marketing support, Jonathan helps clients achieve their retirement goals with personalized plans that prioritize financial security and peace of mind.
When not helping fellow Floridians find the best healthcare coverage and retirement products, he enjoys time with his family. His favorite activities include practicing baseball with his son, golf, fishing, pickleball and occasionally karaoke.
Mission & Vision
Mission: To empower retirees and those planning their retirement with personalized financial strategies, leveraging Senior Market Sales' innovative products and expertise to secure their financial future.
We are committed to providing expert guidance, personalized strategies, and unwavering support to help our clients achieve their goals. Jonathan strives to demystify the complexities of Medicare and financial products, making wealth-building accessible, transparent, and tailored to the unique aspirations of each individual.
Vision: To be the preferred partner for retirement planning, delivering tailored solutions that inspire financial freedom and worry-free healthcare access.
We aspire to build trust with our clients, serving as their partner in retirement choices. Through unwavering commitment, we deliver tailored financial solutions and experience based recommendations, ensuring every client's journey is guided by integrity and dedication.