AFFILIATIONS:

  • RSSA® (Registered Social Security Analyst!
  • Jacksonville Chamber of Commerce. Trustee
  • NABIP, Leading Producers Round Table
  • Marketplace, Elite Circle of Champions
  • Wealth Warriors, Ethics Verified
  • St. Johns BFF. Preferred Vendor

OVERVIEW:

At Mere, you’ll find comprehensive health insurance and financial planning services tailored to meet your unique needs, whether you’re an individual, family, or business. Our mission is to simplify the complex world of insurance and financial planning, ensuring you are neither over nor under-insured.

As a fourth-generation Floridian with a deep family history of military service, we are committed to supporting active-duty military, veterans, and their families. Our founder’s parents, Kate Spilsbury, met and married overseas while serving in the military, and the family boasts a proud lineage of service men and women, including:

  • Captain Laura Wallis, Mother – US Army, Platoon Leader in Germany during the Cold War, Army Commendation Medal, also featured in recruitment efforts to encourage more women to join the military
  • Craig Wakefield, Father – US Air Force, JAG Corps Area Defense Attorney during the Cold War, Air Force Commendation Medal
  • W. Turner Wallis, Uncle – US Army, Artillery Surveyor
  • Lt Col. Jerry Bowman, Uncle – US Air Force
  • Jerry J. Wakefield, Paternal Grandfather – Merchant Marine in WWII, served in the Pacific Theater
  • William T. Wallis, Maternal Grandfather – US Navy, Ensign, 1952-1955
  • Harry McGinley, Jr., Grand-Uncle – US Navy, Air Machinist Mate in the Pacific Theater, WWII
  • James McGinley, Grand-Uncle – American Field Service in the European Theater, WWII
  • Captain Hal Wakefield, Great-Grand-Uncle – Combat Doctor in WWII, Bronze Star, Purple Heart
  • Wayne Kelly, Great-Grand-Uncle – Navy in WWII
  • Bruce Wakefield, Great-Grand-Uncle – Engineer Corps in WWII

With a profound respect and admiration for those who have served our country, we are dedicated to providing exceptional service and support to military families. As a certified health insurance broker with over a decade of experience, we offer a wide range of insurance solutions, including affordable health insurance plans, Medicare Advantage and Supplement plans, dental and vision coverage, life insurance, ACA Marketplace plans, and private PPO plans. We work closely with self-employed individuals, small businesses, and retirees to find the best coverage options that fit your specific needs and budgets.

In addition to our insurance services, we provide expert financial planning as a Registered Social Security Analyst (RSSA). We help you optimize your Social Security benefits, plan for retirement, and ensure financial security in your later years. Our personalized approach and in-depth knowledge of Social Security rules and regulations allow us to maximize your benefits and create effective retirement income strategies.

Licensed in multiple states including Florida, Georgia, Texas, North Carolina, New Jersey, Utah, California, and Maryland, we are equipped to serve a wide range of clients with diverse needs. Whether you’re a local business looking to offer comprehensive employee benefits or an individual seeking expert advice on health insurance and retirement planning, Mere is here to help. Contact us today to learn how we can assist you in securing a healthier, wealthier future.

OUR MISSION:

Mere’s mission is to simplify health insurance for individuals, families and businesses. Having been in the industry for almost 2 decades it is too common for people to be over or underinsured. Our goal is to find that sweet spot with health insurance for those we serve.

OUR SERVICES INCLUDE:

  • Medicare
  • Health Insurance
  • Short-Term Health Insurance
  • Individual Health Insurance
  • Marketplace ACA Health Insurance
  • Self-employed Health Insurance
  • Group Benefits
  • Supplemental Insurance Plans
  • Dental/Vision Insurance
  • Supplemental Indemnity Plans
  • Cancer, Heart Attack – Stroke Coverage
  • Accident, Hospital Indemnity Coverage
  • Social Security Analysis & Optimization
  • Life Insurance
  • Estate Planning
  • Telemedicine
  • Fixed Indexed Annuities
  • Debt Elimination

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We do not offer every plan available in your area. Currently, we represent 10 organizations which offer 90 products in your area. Please contact medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options. | Mere Benefits Copyright 2024 — All Rights Reserved

1 Review for Kate Spilsbury

HelpVet

1081 Reviews

Kate goes above and beyond to find the plan to best fit your needs.

5/ 5

What can I say? Kate goes above and beyond to find the plan to best fit your needs. Explained what we needed and she was on it and got back to us in just a few days. Give her a call, you won’t be disappointed! ~ Brenda Wiegel McNamara ~

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Additional Details

  • Do You Offer Military Discounts:No