Bill Loughead

Summit Insurance Solutions

Summit Insurance Solutions is an independent insurance agency which means we work for you not the insurance carrier. We assume a very personal interest in understanding your current and future insurance needs. We take the time to assist you in choosing the right insurance product that fits with your overall financial situation today and into the future. We offer all the top "A" rated insurance carriers but also give you the personal attention of a small agency.

Contact Info
Bill Loughead Summit Insurance Solutions
Resident license: P227058 and L066867
Licensed states:
Colorado Florida Georgia Indiana Michigan North Carolina Oklahoma South Carolina Texas Virginia
Recommendations
25
  • Last year I transitioned onto Medicare. With Bill's assistance we navigated the services he could offer and I enrolled in the Medicare programs that met my needs. A very easy and enjoyable process.Bill provided great follow up to ensure the programs were working as he presented them. I would highly recommend Bill.

    Morrie M
  • My husband & I have used the services of Bill for several years & have been totally impressed with his knowledge & service.

    Andrea P
  • Bill was very helpful when I needed to choose a health plan. He was knowledgeable and readily available for any questions I had.

    Robin M
  • Bill Larry and I have know you for many years.. After your Dad was nice to recommend your service to us we have been very pleased with our service that you have provided. We have recommended you to other friends and they have been pleased with your service.. Today the health insurance is tricky with so many hidden costs and you were able to address any costs that we would be facing.. Thank You, Laura

    Laura Schodowski
  • Bill is a consummate professional that takes the time to understand your specific needs as it relates to insurance and then make recommendations that are tailored to you and your family. He is extremely knowledeable and very responsive.I would thoroughly recommend engaging in a conversation with him as it relates to your healthcare and other associated insurance needs.

    Trevor B
  • M wife and I live on Hilton Head Island S.C. and Bill has handled our Medicare Supplement needs very professionally while saving us hundreds of dollars. I recommend that you contact Bill and see what he can do for you.

    Tom A
  • Bill is terrific. We spent a considerable amount of time researching options online for healthcare, and thought we knew what we wanted; Bill was able to look at each one and tell us what we didn't know about it- often times helping us avoid significant costs we wouldn't have seen coming. Basically he steered us to the right plans, making sure our needs were made, quickly, efficiently, and affordably. It was a comfort to know we were working with someone who knew his stuff and could identify what was really important to us. I highly recommend him for sole proprietors and small LLC's.

    Jeff S
  • My girlfriend recommended Bill to me. I needed to find a medical supplement policy...he took the time to explain the differences to me for each type policy. I was able to make the best choice for coverage thanks to his help.

    Marilyn R
  • Turning 65 and eligible for Medicare I was aided by Bill to navigate through all of Parts B and D and a few other letters of supplemental insurance. Bill did an excellent job explaining everything to me providing alternatives and comparisons. In fact, he was so knowledgable my wife and I not only purchased these policies but also bought long term care policies. I have recommended Bill to others and they also have been very pleased with his exceptional service.

    Bruce S
  • I recommend Bill Loughead for your Medicare Supplemental Insurance needs. I have used his services for the past 4 years and he has been able to save me significantly on my premiums. He is knowledgeable, friendly, courteous and very helpful. I have recommended him to a few friends and all of them are very happy with his services. - Northville, Michigan

    S K
  • I met Bill through a recommendation after I retired. Bill was very patient in explaining the coverages of the numerous plans and put together an interactive spread sheet for me to study and ask questions about. In the one instance that I thought there was a problem, Bill listened and looked into it for me. It turned out to be a backlog in MEDICARE. I would not hesitate to turn to Bill for additional problems and highly recommend him in his medical insurance work.

    Anthony Tavormina
  • Bill worked with Mutual of Omaha to attain a great Medicare supplement to cover my medical costs not covered my Part A and B. I recommend him for your insurance needs !

    Ron S
  • Bill is a great agent. I would recommend him for any Insurance needs. The Struble's

    Robert Struble
  • Bill helped us get life insurance and worked us through the maze of questions and issues. Also helped us get medicare supplements and explained the issues. He is very conscientious and knowledgeable.

    Steve G
  • A few years back my husband's doctors office recommended us to contact Bill to have a proper insurance plan. That was at least 6 years ago. Bill was the best thing that happened to us. He got us on track for health insurance that has worked out excellent for us, and still to this day. Bill has always been there for us over the years assisting us when help and answers to questions were needed right away. We have also given friends Bill's contact information so they could also have the great service we have received. We highly recommend Bill for your insurance needs.

    Cynthia B
  • Bill has been extremely helpful in helping me and my wife plan for our senior years. We are comfortable with our coverage and have always enjoyed working with Bill. He is friendly and easy to work with as well as being very knowledgeable in his field. We have no problem recommending him.

    Joseph J
  • Always very helpful in finding what's best for me. Definitely recommend him. Love the seasonal recipes in his newsletter.

    Bonnie B
  • I have been using Bill for my Medicare policy for several years. He is very professional and thorough. He is patience and makes sure you understand and are happy before he proceeds with your policy. I believe anyone that uses his services will be satisfied.

    Katie J
  • My wife and I decided to apply for Long-Term Healthcare Insurance and didn't know where to begin looking for a reasonably priced plan. Bill helped us by shopping around for us, getting us a great policy and even working with us during the process of navigating through the insurance questions and issues as they arose. I would highly recommend Bill and his services to everyone with insurance needs.

    Bill R
  • I can always count on Bill to help with any questions I might have about my supplemental plan. Because of my confidence in Bill, I have recommended a several of my friends to him.

    Cynthia B
  • We needed to change our Medical, Prescription, and Dental program. We contacted several agencies and found Bill without a doubt the best agent to work with. He has great knowledge of these programs and helped us with the paperwork. His call backs were prompt and service was excellent. Would highly recommend Bill.

    Rick and Jennifer L
  • We have known Bill for quite some time and have always found him very helpful and responsive. His expertise is unmatched and we are confident that each recommendation is based on the best solution and cost for our needs. We have recommended him to a number of other friends and family with similar results.

    Curt P
  • As elderly persons, Bill was a tremendous help in arranging for us to get supplement insurance.

    Ronald Moore
  • Registering for Retirement Benefits and supplemental health insurance, in my mind, was sure to be a daunting experience. That was not to be with the help of Bill Loughead and his expertise. He cut through the red tape, presented several options, explained the pros and cons of each plan and voila! Done! Easy! Affordable! Thank you, Bill! I plan to recommend you to all of my friends approaching that special age. :)

    Nancy K.
  • I have worked with Bill for several years now and am delighted with his professional service and care of my insurance needs. You could not ask for a better individual to take are of you and your insurance.

    Patsy Headrick
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Articles
Newsletter
IUL
Is Whole Life Insurance Worth It?
• 11 min read
Life insurance helps you ensure your loved ones are financially protected if you pass away. You have a few options when picking the right kind of policy — and depending on your circumstances, whole life insurance may be a good choice.Whole life...
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It's a common scenario for successful, high-earning professionals: Decades of disciplined saving and investing have led to substantial nest eggs in retirement plans. But now, you find yourself in a financial bind. Despite your wealth, your money is l...
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There are two broad categories of life insurance, and data suggests many households aren’t buying the most cost-effective one.Americans bought 4.1 million term insurance policies in 2021, accounting for 40% of all individual policies purchased t...
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The two biggest items that people don't want to deal with when it comes to money management are insurance and making a will.Some of the real comments on buying life insurance, made to me during professional finance practice years, are illuminating.“W...
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Newsletter
LTC
Cancer Insurance Vs A Long-Term Care Policy?
• 11 min read
Dear Toni,I applied for a long-term care policy but was denied due to having a pacemaker installed in January. The agent who presented the policy plan suggested I apply for cancer insurance to help with out-of-pocket costs in case I have cancer issue...
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Newsletter
LTC
Understanding Long-Term Care Insurance
• 11 min read
Veterans may access long-term care through the U.S. Department of Veterans Affairs.But the largest single funding source is Medicaid, the joint federal and state program that covers low-income Americans. Although income limits vary by...
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Newsletter
LTC
Top Reasons To Invest In Long Term Care Insurance
• 11 min read
Top 10 Reasons For Long Term Care InsurancePlanning for long term care is an easy thing to put off. Maybe you think you’re too young, can’t afford it or simply won’t need it. But if you want to help preserve your choices about future care and have re...
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Hello Toni,I have collected your articles on Medicare for years from the local newspaper. I turn 65 on Oct. 20 and am preparing to retire in February. I have a question about my enrollment timing.I plan to work through January 2024 to help with the t...
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Newsletter
MED
The Pros And Cons Of Medicare Advantage Plans
• 11 min read
There’s no right answer for everyone. But Medicare Advantage plans—the type you’ve seen in TV ads with celebrities—do have pros and cons you’ll want to consider before deciding whether to enroll.One of the biggest differences between Part C plans and...
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Newsletter
MED
Sweeping Changes To Medicare Advantage
• 11 min read
The Medicare ecosystem is facing a series of simultaneous challenges, disruptions, and opportunities that add up to one certainty: this market will look meaningfully different in the years ahead. Medicare Advantage (MA) is projected to be the li...
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