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2027 Open Enrollment is coming.

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Bundle Village

IUL Agents in Tampa Bay, Florida

2 verified specialists based in the Tampa Bay area.

The Tampa Bay area takes in Tampa, St. Petersburg, Clearwater, and the Pasco County communities to the north like Port Richey and Wesley Chapel. Retirees, young families, and self-employed workers all call it home, and planning ahead for hurricane season is part of life on the Gulf Coast. The agents based around the bay hold active Florida licenses.

Based in the Tampa Bay area

  • Matthew Deivert

    Tampa, FL

    Licensed in 10 states

    License VerifiedLicensed since 2017CLTC

    At Insurance Wealth Management, we believe that financial security and wealth creation go hand in hand with education.

    • Health
    • Group Health Plans
    • Medicare
    • +5 more
  • Sharon Gainey

    Port richey, FL

    Licensed in 8 states

    License VerifiedLicensed since 2024

    I’m passionate about helping individuals and families find life, health, and Medicare coverage that fits their needs.

    • Health
    • Medicare
    • Life
    • +4 more

More agents licensed in Florida

These agents are based outside the Tampa Bay area and hold a Florida license.

See all 60 IUL Agents licensed in Florida →

What IUL cover actually does

Indexed universal life is a kind of permanent life insurance. It is built to last your whole life as long as it stays funded, and it builds cash value you can borrow against.

Part of that cash value earns interest based on a market index. A floor means a bad year in the index does not reduce the interest credited, and a cap limits how much can be credited in a good year. Policy fees and the cost of insurance still come out of the cash value, so how the policy is funded matters.

Read the full IUL guide →