Alpha Lee Insurance
Confident decisions about Medicare, health coverage, and long-term planning — guided by an advisor who listens first.
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Trusted services since 2018
Our Story
Alpha Lee Insurance was founded with one goal in mind: to help families make confident decisions about their health and financial protection. We believe insurance should feel understandable, personal, and practical — not overwhelming.
Every family has different needs. Our approach is centered on education, honesty, and finding coverage that truly fits the person — not just the policy.
Our Mission
We want clients to feel empowered when choosing coverage — and confident that they have someone in their corner who truly cares about their long-term well-being.
We are proud to serve individuals, seniors, and families with personalized support and a commitment to integrity in every conversation.
Services
From Medicare and ACA to travel medical insurance, life insurance, Social Security strategy, and long-term care insurance — clear guidance for every step of your planning journey.
Health Coverage
Core medical coverage for individuals, families, seniors on Medicare, and those needing temporary or travel protection.
Medicare Advantage, Supplement & Part D plan guidance
Turning 65, retiring, losing employer coverage, or already on Medicare? It is always a good idea to talk with a Medicare professional and compare your coverages and premiums. We walk you through the timing, your options, and how Medicare fits alongside Social Security and long-term care planning.
Explore Medicare plansBook a CallAffordable Care Act marketplace health insurance for individuals and families
Affordable health coverage through the Marketplace — whether you're self-employed, between jobs, or looking for a better fit for your family.
Explore ACA marketplace plansBook a CallPrivate coverage for healthy earners who don't qualify for large ACA subsidies
If you've looked at the individual health insurance market lately, you already know the challenge. Premiums for many unsubsidized families keep climbing, deductibles can be high, and the coverage can feel expensive compared to how often you actually use it. For healthy earners who don't qualify for large ACA subsidies, marketplace plans can feel misaligned with their needs and their budget.
See ACA alternative coverage optionsBook a CallTemporary health coverage for life transitions
Short-term medical insurance provides temporary health coverage to help protect against unexpected medical expenses during life transitions, such as between jobs, after losing coverage, or while waiting for other insurance to begin.
View short-term medical coverageBook a CallFaith-based and non-profit healthshare membership alternatives
HealthShares are non-profit organizations where members contribute monthly to a shared fund, which is used to help share in each other's medical expenses. Eligible costs are determined based on the specific membership guidelines of each HealthShare.
Compare healthshare membershipsBook a CallInternational travel medical insurance for trips abroad
Travel medical coverage for trips abroad, with flexible options for individuals and families seeking dependable protection while away from home.
View travel medical coverageBook a CallQuick answers to what clients ask most about these plans.
Still have a question? Book a quick call and we'll walk through it together.
About the Founder
An advocate for aging with dignity and planning with power.
Natalie is a Licensed Health Insurance Broker and Certified Financial Fiduciary® (CF2) who specializes in Medicare and long-term care planning. She holds the Long-Term Care Professional (LTCP) designation and is certified by the National Association of Registered Social Security Analysts (NARSSA) as a Registered Social Security Analyst®.
Through her combined fiduciary commitment and dual expertise in healthcare coverage and retirement income strategies, Natalie helps clients understand how Medicare, Social Security, and long-term care work together within a comprehensive plan. Her personalized, educational approach empowers clients to make informed decisions that support their health, financial security, and peace of mind throughout retirement.
Schedule a Call →Client Reviews
“I came across Natalie at a wellness meet and greet. She was able to answer my questions and set up a time to meet. Her company was able to offer a better insurance plan and save me thousands of dollars in deductibles per year. She was very professional and offered different plans to meet my needs. I highly recommend her and her company — I will stay with her for many, many years.”
“Best for long term care and short term care insurance. Also has a great ACA Alternative program if you are looking for options.”
“Natalie was outstanding to work with! She helped our family choose the best health insurance plan for our needs and made what could have been a confusing process feel simple and stress-free. She is incredibly professional, caring, knowledgeable, and always took the time to answer all of our questions with patience and honesty. We truly felt that she had our family's best interests at heart.”
Insights & Articles
Social Security
One chart shows what years of explanation cannot: filing at 62 locks in about 70% of your full benefit, while waiting until 70 can raise it to roughly 124%.
·5 min read
Long-Term Care
For many people, the best time to begin exploring long-term care insurance is in their 50s—often before retirement and while they are still in good health. There is no one-size-fits-all age, but planning earlier can give you more choices and help protect the retirement savings you have worked so hard to build.
·7 min read
Long-Term Care
Most people spend time planning for retirement, Medicare, and Social Security, but long-term care is often overlooked. Planning ahead protects your savings, your independence, and your family from making difficult decisions in a crisis.
·8 min read
Stay informed
Independent & Unbiased
Because we aren't tied to any single company, we can compare plans across the market and recommend what genuinely fits you.
Trust & Transparency
We believe you deserve to know who you're working with. Below are our credentials, the disclosures required for the products we discuss, and how we handle your personal information.
Alpha Lee Insurance is a licensed insurance brokerage serving clients across multiple states.
RSSA®-credentialed to build personalized Social Security Maximization Reports.
Alpha Lee Insurance is held to the highest standard — the founder is a Certified Financial Fiduciary® (CF2®), legally and ethically obligated to put your best interests first. For the clients we work with, that means guidance designed around your goals, not a sales quota.
Member of NABIP (National Association of Benefits and Insurance Professionals) and NAIFA.
“I highly recommend her and her company — I will stay with her for many, many years.”
No pressure — just clear answers about your Medicare, health, or long-term care options.
Straight answers about working with an independent insurance broker.
Nothing out of pocket. Broker commissions are paid by the insurance carrier, not by you, so your premium is the same whether you work with us or buy directly from the carrier. You get personalized guidance at no added cost.
Still have questions? Contact us directly and we will respond within one business day.
Have questions?
Prefer email or text over a scheduled call? Send us a note and we'll follow up personally with next steps, plan options, and answers tailored to your situation.
A no-pressure conversation to understand your situation and walk through your options.
Not ready to book? Send a message and we'll follow up personally within one business day.
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Registered Social Security Analyst®
Maximize your Social Security benefits with confidence.
A clear, personalized strategy for retirement income — built around the rules that actually apply to you.
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Start Your Social Security RoadmapPersonalized Analysis
We analyze all of your claiming options and the Social Security rules that impact your benefits.
Consultation
We review your results, educate you on the rules behind them, and answer every question.
Optimization
We help you choose an optimal claiming strategy based on your goals for retirement.