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Health Insurance & Medicare Plans in North Carolina

We serve North Carolina residents with tailored Medicare support, private health and life insurance plans, and professional tax prep, from Raleigh to Charlotte and the communities in between.

The Insurance Team North Carolina Families Count On

Living Tree Financial Group is proudly headquartered in Winter Park, Florida, and serves a wide range of communities across Orange, Osceola, Seminole, Lake, Marion, Polk, Pasco, and Volusia counties. Our team of licensed agents is committed to meeting you wherever you feel most comfortable, whether it's at our office, your home, a local coffee shop, or even over Zoom.


Additionally, we are licensed in several other states, including Alabama, Georgia, Louisiana, Mississippi, North Carolina, South Carolina, Tennessee, Ohio, Texas, Virginia, Michigan, and New York, through our extensive multi-state team of licensed professionals.

Get Help With Medicare, Health Plans, Life Insurance & More in North Carolina

North Carolina individuals and families turn to us for help with Medicare plans, private health insurance, life policies, and personal tax prep.

Our Services

We provide personalized Medicare guidance in North Carolina, helping you avoid gaps and make smart decisions about Advantage plans and Medigap coverage.

From Raleigh to Asheville, North Carolina families rely on us to help choose life insurance and annuity strategies that fit their needs and budget.

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We support North Carolina clients with ACA enrollment, helping them find affordable plans, determine subsidy eligibility, and get coverage that fits.

North Carolina families count on us for help with dental plans, affordable vision insurance, and short-term health coverage that starts quickly.

North Carolina residents rely on our team to file personal and business taxes with confidence, answer IRS notices, and find every eligible credit.

Who We Are

Why North Carolina Chooses Living Tree

In North Carolina, we provide hometown service for seniors and families needing Medicare help, insurance advice, and efficient, compliant tax prep.

Don’t Miss These Enrollment Deadlines

  • Medicare Annual Enrollment Period (AEP): Starts October 15
  • ACA Health Insurance Open Enrollment: Starts November 1
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Who We Serve

Individuals & High Net Worth Families

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Medicare Beneficiaries

Self-Employed Individuals

Executives

(realtors, lawyers, doctors)

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Small Business Owners

And More!

Licensed in Florida & Across Other States

From Winter Park we serve families across Central Florida with in-person and virtual options. We also support clients in other states: Alabama, Georgia, Louisiana, Mississippi, Ohio, North Carolina, South Carolina, Tennessee, Texas, Virginia, and Michigan and can meet you virtually if needed.

Let’s Talk—We’re Easy to Reach

Contact Us Today!