Don Lilly III Independent Insurance Agent in Salem, VA
Helping Roanoke & Salem Navigate Medicare, Insurance & Retirement
Helping Roanoke & Salem Navigate Medicare, Insurance & Retirement
Don Lilly is a Financial Advisor and Insurance Agent serving individuals, families, retirees, and Medicare beneficiaries throughout Roanoke, Salem, and Southwest Virginia.
With more than 20 years of experience in the financial services and insurance industry, Don helps clients make informed decisions about Medicare, retirement planning, investments, annuities, life insurance, long-term care planning, and other insurance needs.
As a third-generation financial professional, Don continues a family tradition of helping individuals and families throughout the Roanoke Valley plan for their financial future. His approach focuses on education and personalized recommendations rather than a one-size-fits-all solution.
For individuals approaching or already enrolled in Medicare, Don and his team help clients understand Medicare Advantage, Medicare Supplement (Medigap), Medicare Part D prescription drug coverage, and their available plan options. Annual Medicare reviews are also available to help existing clients evaluate changes in coverage, costs, prescriptions, and healthcare needs.
For individuals preparing for retirement, Don works with clients on retirement income planning, investment strategies, annuities, Social Security considerations, life insurance, and strategies designed to help protect and preserve retirement assets.
The Don Lilly Agency of Futurity First serves clients throughout Roanoke, Salem, Vinton, Botetourt County, Montgomery County, Christiansburg, Blacksburg, Bedford, and surrounding communities in Virginia. Clients can meet in person, over the phone, or virtually.
Whether you are turning 65 and have questions about Medicare, reviewing your retirement strategy, evaluating an old retirement account, or looking for insurance coverage, Don and his team are available to help you understand your options and make an informed decision.
Don can shop multiple insurance carriers for any of these coverages.
Don represents these companies and can quote a policy with any of them.
Carrier names and logos are the trademarks and property of their respective owners, shown here only to identify the companies Don is appointed with and can quote. Their use does not imply endorsement, sponsorship, or affiliation. Don Lilly III is an independent insurance agent and is not employed by any of these carriers. Product availability, features, and rates vary by carrier and state and are subject to each carrier's underwriting and eligibility requirements.