Southern Maine Retirement Services

A Personal Message From Sonya Allen

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Our Clients’ Needs Are Our Priority

As the founder and owner of Southern Maine Retirement Services, the most important thing I want you to know is that our goal is to make sure you are covered by the best Medicare plan possible for YOU. Not the best plan for the insurance company, not the best plan for me, not the best plan for your friend – the best plan for YOU.

A Personal Message From Sonya Allen

Our Approach

To determine the best plan for you, we take a diligent, personalized approach. We’re an Independent Agent so we’re able to offer many different plans in the area, and we’ll take the time to make sure you know about all of the different options available to you. Every member of our team is committed to getting the best end result for you, so we encourage questions, discussion and taking your time.

These services are free to you, our client, because we are compensated by insurance companies. However, even though we are compensated by the insurance companies, we have no allegiance to any insurer – we always work for our clients. As such, we are dedicated to helping you understand the features that make each plan unique as we find the best fit for your retirement needs.

Our services don’t stop once you’ve settled on a Medicare plan. After you’ve made your selection, we work with you to get the most from your plan. We’ll answer any additional questions, make sure doctors and specialists are in your network and guide you through the forms to submit for option benefits.

For us, good customer service is more than just a friendly voice on the phone. It’s about getting to know you and your unique needs and always being on the lookout for ways to help you be best protected through your Medicare plan.

Your Referral Means The World

The highest compliment we can receive is to have a client recommend our services to family and friends. We know we have done our jobs right when we hear from someone that they were told to call us about Medicare. Every day, we strive to build that level of trust with our clients.

If you’d like to work with Southern Maine Retirement Services to find the right Medicare plan for you, please give us a call today at (207) 647-2900. Or, you can email me directly at sonya@smaineretirement.com.

Collaborate with Us to Ensure a Smooth Retirement

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We’ll Work with You!

For you to have a comfortable and secure retirement process, you need to plan ahead. Choosing a Medicare plan that suits your needs can be a jarring experience, and is certainly one that requires a lot of paperwork. It is easy to get overwhelmed by all the red tape involved. Luckily, Southern Maine Retirement Services and our team of highly professional and experienced agents is here to assist you.

We Will Find the Right Insurance Plan for You

Finding the perfect Medicare plan demands absolute attention to detail. From your health needs to your budget limitations, everything needs to be factored in to ensure you truly are getting the best Medicare available. With over 15 years of Medicare experience, our team is well-versed with all the plans and policy matters, and will help you secure an ideal healthcare plan. It’s a major part of the retirement process that everyone will undergo; let us assist you!

Medicare is Important to Us

Our founders, Mark and Sonya Allen, established Southern Maine Retirement Service to save people from the same ordeal they had to go through when Mark was diagnosed with severe rheumatoid arthritis. Cofounder and current owner Sonya Allen, along with her husband struggled to find the right Medicare plan that addressed their needs. They made mistakes during the process which cost them financially, and they decided they did not want others to wade through the same arduous journey of Medicare paperwork.

Mark sadly lost his battle in 2017, but Sonya and their daughter-in-law Brittany still remain committed to their vision of helping people find the right plan for their budget and needs.

SMRS is Accessible

As our name suggests, we are based out of southern Maine and are a family-owned organization. When you call us, you are not calling into a huge national call center. We know our community well, and are here to provide you all the guidance you need in order for you to have the best Medicare.

Having the right Medicare plan, and knowing exactly what it does for you, will make your retirement process all the more smooth and worry-free.

Let’s Embark on Your Retirement Journey Together!

The transition to retirement can be pretty hectic, but we are here to guide you at every step of the way. Contact Southern Maine Retirement Services to secure the best Medicare plan tailored to your needs. We can not wait to collaborate with you to ensure your smooth retirement.

Your Trusted Medicare Insurance Agents

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We Can Be a Helping Hand through Confusing Times

Medicare is a challenging and complex concept to take on by yourself. There are seemingly endless amounts of wordy paperwork and plans to choose from, and it is easy to feel overwhelmed. Luckily, Southern Maine Retirement Services and our team of highly qualified, trustworthy agents is here to help you.

We’re Not Just Agents. We’re People.

Our amazing staff has over fifteen years of experience working with Medicare insurance policies. We can get down to the nitty-gritty of it and tailor our service to meet your unique needs. When you partner with us, we are partners for life, and will be with you every step of the way.

Providing the Service We Wished We’d Had

The founders of Southern Maine Retirement Services, Mark and Sonya Allen, created the company in order to aid people going through a similar situation that they’d found themselves in. At only 28 years old, Mark was diagnosed with severe rheumatoid arthritis and was forced into disability. Read more about our story here.

It takes a great amount of sympathy and empathy to take one’s struggles and use them to help out others in comparable situations. Though Mark sadly lost his battle with cancer in 2017, Sonya and their daughter-in-law Brittany continue to run Southern Maine Retirement Services with the same passion and energy that it was founded upon.

Let’s Get Through This Together

Ready to start on your Medicare journey with our trusted professionals? Contact Southern Maine Retirement Services today! We can’t wait to work with you and ease the burden on your shoulders.

Why Choose Southern Maine Retirement Services?

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There’s no question about it – Medicare is a complicated program

As you approach retirement age, you might be feeling a little overwhelmed by the prospect of choosing plans and wading through all that government paperwork. Many people do, and we’re here to help. At Southern Maine Retirement Services, you’ll find a level of service and knowledge that sets us apart from other such organizations.

We’ve Been There

Southern Maine Retirement Services didn’t just start up because the founders thought it would be a good business – it started because they were having trouble wading through mountains of Medicare paperwork. Founder and current owner Sonya Allen and her husband were grappling with his medical issue at a young age and quickly discovered the complexity of finding and enrolling in the right Medicare plan for their needs. They made mistakes along the way that cost them financially, and they decided they didn’t want others to have to struggle like they did.

In 2005, after working for another agency, the couple launched Southern Maine Retirement Services. Sonya is still dedicated to the original mission of Southern Maine Retirement Services, working each and every day to ensure everyone who comes to her for help receives the best service and gets set up with the right plan for their budget and their needs.

We Want To Find You The Right Plan For You

From Original Medicare, to the supplement plans, to the way your private insurance may affect certain benefits and everything in between, there is much to consider when enrolling in different Medicare plans. Your health needs and your budget need to be taken into account, and the details of every option need to be considered carefully to make sure you truly are getting the right plan for you. 

We’ve been doing this for over 15 years, and it’s our job to keep up with the plans and the policies, and to know what the right questions are to ask so we can find you the best plan. We approach every single client as a unique person with a unique situation, and we will work with you to find a plan that’s a good fit. And we’ll be honest – sometimes we might not be able to set you up with the right plan. But we’ll find a trusted industry partner who can.

At Southern Maine Retirement Services, our priority is to find you the most cost-effective plan for your needs. We are here to help you.

We’re Local & Accessible

As our name says, we’re Southern Maine Retirement Services. We are a locally-owned organization and we are here to provide you with first-class client service and get you the information you need. 

Call us or e-mail us, and we’ll get back to you as soon as possible. When you call us, you’re not calling into a huge national call center. We’re right here in Southern Maine. And if we don’t have an answer right off the bat for you, we’ll work hard to find one.

Ready to take some stress off your shoulders? Contact Southern Maine Retirement Services or complete the form below to download our free guide so you can see we are here to figure out the best Medicare plan for you!

Download Our New Free Guide

Our Commitment to Our Clients

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Our Priority Is Finding A Medicare Plan To Fit Your Needs

Medicare is complex. There is no question about it. There are many different plans available, and configurations of plans. Because no two people have the exact same health needs, nor the exact same budget, there is no such thing as a cookie-cutter Medicare plan – at least not here with us at Southern Maine Retirement Services.

We founded Southern Maine Retirement Services because my husband and I had been there; in the thick of it, trying to navigate through the system and plans ourselves. We learned firsthand how difficult it was. We didn’t want people to have to go through that as we did – so we started Southern Maine Retirement Services to help those in our community.

Because we had the personal experience in dealing with the system, we also knew that there isn’t one quick answer that is going to fit everyone’s unique situation. It’s why our team at Southern Maine Retirement Services takes the time to get to know each of our clients and what they really need in a Medicare plan.

We get to know you – your unique situation and figure out how you can get the best plan for your budget. Sometimes, that might even mean we have to refer you elsewhere – and if that’s the case, we’ll do it if it’s in your best interest.

Our commitment to our clients also means we keep you updated on industry changes. Just this year, an insurance company actually changed the name of their plans such that if a person stayed on the same name package it actually mapped to a much costlier plan. Rather than just ignore this and only deal with it if a client called us to handle it, we sent out a letter alerting all of our clients to this change and then made personal calls to all of our clients who were currently on this plan. We are proactive in caring for our clients’ needs, understanding that even a small change in a plan can make a big impact on someone’s budget or healthcare planning.

When we say that our primary commitment is to our clients, it’s not just a slogan. It’s what we live by, and it’s the way we approach every single phone call, meeting and email exchange. It’s what is at the front of our minds when we look through plans, and it’s what drives us in our work every day.

From the desk of Sonya A Allen