Jason Milz, RSSA®
Managing Partner
PCF Senior Benefits
3921 Long Prairie Rd
Flower Mound, TX 75028, US
Affiliations
Professional Profile
Having spent the last 25 years of my career as the owner of a Medicare insurance agency, I have made it my mission to help individuals and families that are nearing retirement obtain the benefits they have spent their entire working lives paying for via taxes. The US government has made Social Security and Medicare extremely complicated and in light of this fact, many individuals enter retirement without a clear understanding of the options available to them. This lack of understanding can cost hundreds of thousands of dollars in medical expenses and lost income over a lifetime with just one wrong decision.
My goal since the beginning has always been the same; use the latest technology to deliver high quality, easy to understand solutions that help my clients maximize their benefits as they enter retirement. That task hasn’t always been easy however, the personalized, client-first approach has earned me the trust of over 3000 satisfied clients and counting throughout the last 25 years. If you’re confused, have a special circumstance or simply want to know you are making the right decisions, let us provide you with a Social Security and Medicare Optimization Roadmap so you can spend more time enjoying your retirement.
Career Accomplishments
- Midwest National Insurance Co. Top Agent – 2001, 2002
- UHC/GoldenRule President’s Club – 2004, 2005, 2006, 2007
- UHC Medicare Sales Excellence Award – 2008 – 2019
- Aetna Sales Excellence Award – 2012, 2019 – 2021
- Network Health Top Agency – 2018 – 2020
- JSA Sales Excellence Award Winner – 2013 – 2021
- Top Insurance Agency in Milwaukee 2021– Expertise.com
- Numerous publications including Dallas Morning News, Milwaukee Journal/Sentinel, Dallas Business Journal, USA Today, SeniorLiving.org
Memberships & Associations
- Chartered Benefit Consultant (CBC)
- Registered Social Security Analyst (RSSA)
- NAHU Member
- Corporate NABIP Member
- Better Business Bureau (BBB) Accredited Member – (A+ Rating)
Areas of Expertise
- Medicare Advisor
Real Stories from Real People
Most People Leave Money on the Table
96%
Don't Optimize
Very few people get all the Social Security they deserve.
$111,000
Is Lost
The average household is losing $111,000 in potential income.
1 Chance
To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
