Kate Spilsbury

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Mere
4600 Touchton Rd #150
Jacksonville, FL 32246, US

904-654-5450

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Professional Profile

Kate Spilsbury, RSSA®, has been a trusted guide in health insurance and retirement planning since she was licensed in 2007, starting her journey in helping others in 2010. She specializes in Medicare, ACA Marketplace, and especially in understanding Social Security benefits, making complicated topics simple for everyone. Kate has led seminars on key subjects like Medicare, getting ready for retirement, managing debt, safeguarding businesses, funding senior living, and planning estates.

Kate’s role as an RSSA (Registered Social Security Analyst®) means she’s trained in the rules of Social Security and knows the best times and ways for people to claim their benefits. She completed a detailed course and passed an exam to get this special title. Kate helps people figure out when to start their Social Security benefits, blending this choice with their broader retirement plans. This approach ensures peace of mind and could mean getting thousands more in benefits over a lifetime.

If you’re looking at retirement soon and have questions, Kate Spilsbury is ready to help. She offers personalized advice that considers your whole financial picture, aiming to maximize your benefits and secure your future.

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    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.

    Disclaimer: Please be advised that Kate Spilsbury is not affiliated with, nor endorsed by, the Social Security Administration (SSA) or any other government agency. The content provided on this website is for informational purposes only and does not constitute legal or financial advice. New Medicare regulations require agents to share the following disclaimer: We do not offer every plan available in your area. Currently, we represent 11 organizations which offer 95 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.