Protect What Matters

Our Commitment is to Secure

Your Tomorrow

Review Your 2025

Medicare Plan Now!

Ready to maximize your Medicare benefits for 2025?

Click the button below to review your current plan and explore a range of options designed to help you make the best decision for your coverage.

There's no obligation—just an opportunity to potentially save money or unlock additional benefits by reviewing your plan.

Why Work With Us?

Specializing In Retirement & Medicare

Navigating the complexities of selecting a health insurance plan can be challenging, particularly as options and plans continue to evolve. You require expert guidance to maneuver through this convoluted insurance maze, where our commitment lies in ensuring utmost transparency.

As an independent insurance agency assisting clients in areas across NC and SC, including locations like Myrtle Beach, Florence, Georgetown, and Conway among others, we pledge to always provide candid insights about your plan as we are unrestricted in comparing the top choices available to you.

From Medicare Advantage Plans and Prescription Drug Plans to Life Insurance, Final Expense, and Dental and Vision Insurance, we are here to support you in making knowledgeable choices and cooperate with you to identify the most suitable plans tailored to your individual requirements.

Our Solutions

Charter can provide you with many solutions right here in Myrtle Beach, Florence, Georgetown, & Wilmington

Medicare Supplements

Medicare Advantage

Health Insurance

Life Insurance

Cancer & Hospital Plans

401k Rollovers / Annuities

About Us

Charter Financial Group serves many states for Medicare, Life, 401k Rollovers, & More.

Our story began in the heart of Myrtle Beach with a vision: to offer comprehensive, personalized Insurance & Financial guidance to our community. We believe that everyone in Myrtle Beach and beyond deserves access to financial security and peace of mind.

We're proud to help countless individuals and businesses in nationally to achieve their financial goals.

Charter Financial Group

We are a team of knowledgeable professionals serving retirement.

As an Independent firm, our goal is to provide you with the best solutions. Our passion is helping anyone and everyone understanding problems, products, but most importantly, solutions to help you.

Medicare is a big pain point and very difficult to navigate, which is why we are trained annually to understand all the changes to the plans, and the Medicare system as a whole.

Rest assured, we are here to help you understand it all.

Programs like Life Insurance have never been more complex than they are now. It’s important to have someone you can trust, who helps Main Street


America navigate these.

With the ability to offer you top notch, A+ companies for Life Insurance, or other products, it’s what makes us have your view in mind.

Our Solutions

01

MEDICARE SUPPLEMENT

Medicare Supplements, often termed Medigap, are policies designed to fill the "gaps" in Original Medicare coverage. Whether it's copayments, coinsurance, or deductibles, these plans ensure that you're not caught off guard by unforeseen medical expenses.

A great feature of Supplements such as Plan G is that you have no copays on the plan. Just the annual part B deductible, which in 2024 was only $240 annual deductible!

KEY BENEFITS OF A MEDICARE SUPPLEMENT

Comprehensive Coverage

Ensure you're not left with unexpected medical bills, allowing you to focus on what truly matters – your health and well-being

Personalized Choices

Ensure you're not left with unexpected medical bills, allowing you to focus on what truly matters – your health and well-being

Flexibility

Ensure you're not left with unexpected medical bills, allowing you to focus on what truly matters – your health and well-being

02

Medicare Advantage

Medicare Advantage, often known as Part C, is an all-in-one alternative to Original Medicare. These "bundled" plans include Part A, Part B, and usually Part D.

They are renowned for offering additional benefits like vision, hearing, dental coverage, gym memberships, over the counter benefits, nurse lines, and much more!

KEY BENEFITS OF A MEDICARE ADVANTAGE

Comprehensive Coverage

Medicare Advantage often extends benefits beyond Original Medicare, encompassing services like routine eye and dental care, wellness programs, and more

Streamlined Services

With most services bundled under one plan, Medicare Advantage offers the convenience of a single policy, minimizing complexity. Your medical, Part D, and Dental all in one

Cost Effective

Medicare Advantage plans are typically zero or low monthly premiums. Some might offer lower out-of-pocket costs, depending on the specifics of the plan.

03

MORTGAGE PROTECTION

Mortgage Protection is a specialized life insurance policy designed to pay off your mortgage in case of unexpected events like death, disability, or critical illness. It's about ensuring that your family can continue living in their home, no matter what.

KEY BENEFITS OF A MORTGAGE PROTECTION

Peace of Mind

Ensure your family can stay in their home, regardless of unforeseen circumstances

Tailored Plans

Choose a policy duration and coverage that aligns with your mortgage

Simple Application

No medical exam required for most applicants

04

Cancer & Hospital Plans

Cancer and hospital plans are a key part of any plan to ensure your out of pocket costs stay low. There are always unexpected costs when illness occurs including big hospital bills.

KEY BENEFITS OF A CANCER & HOSPITAL PLANS

Immediate Cash Benefit

Lump-sum cash benefits that you can use however you like

Freedom To Choose

No network restrictions; choose the hospital and doctors that you trust

Peace of Mind

Financial assurance so you can focus on your health

05

401k Rollovers / Annuities

Find balance, growth, and stability with our comprehensive 401k and IRA portfolio review.

Understanding your investment options is the key to financial peace of mind.

KEY BENEFITS OF A FINANCIAL REVIEW

Balance

Protect your investment from market volatility.

Stability

Ensure a steady income stream for your retirement.

Flexibility

Tailor your investments to meet your unique financial goals and risk tolerance.

OUR TEAM

See What Our Clients Have

To Say About Us

GET A QUOTE & CONTACT US

We are standing by to help you get specific information or quotes about the coverage you need to protect yourself.

We are available for in-home appointments, zoom calls, or phone calls.

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By submitting your information you acknowledge that an insurance agent with Charter Financial Group of Carolina may contact you by phone, SMS, email, or mail to discuss and quote Medicare Advantage plans, Medicare Supplement Insurance, or Prescription Drug Plans. To Unsubscribe from messaging reply STOP.

Headquarters

Charter Financial Group of Carolina

1000 21st Ave N, Suite 12

Myrtle Beach, SC 29577

Phone: 843-258-9300

Email:[email protected]

Office Hours: 9am - 5:30pm

Closed on Weekends

Ready to maximize your Medicare benefits for 2025?

SERVICES

Helping Main St. with Retirement including; Medicare, Life, Investments, and more. Serving the Myrtle Beach SC area and many other states.

CONTACT US:

843-258-9300

1000 21st Ave N, Suite 12

Myrtle Beach, SC 29577

© 2024 Charter Financial Group of Carolina / All rights reserved .

We are not connected with or endorsed by the United States government or the federal Medicare program. We do not offer every plan available in your area, and any information we provide is limited to those plans we do offer in your area. Please get in touch with Medicare.gov or 1-800-MEDICARE to get information on all your options.