About Our Agency

Our Agency Mission:

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your insurance and financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Our Associations:


2021 American Association
for Medicare Supplement Insurance

AACEP.gifAmerican Academy of
Certified Estate Planners

AALTCI.jpgAmerican Association of
Long-Term Care Insurance

NAIFA.jpgNational Association of Insurance
and Financial Advisors

Our Team:



Gary Haft, CEP, CMIP®
Certified Medicare Insurance Planner™
Medicare, Health Ins. & LTC Solutions Specialist

Gary began his career in the Insurance Business in Florida in 1980 and specializes in working with Retirees. He specializes in Long Term Care Planning, Medicare Supplements, Medicare Prescription Drug Plans along with Medicare Advantage Plans. Gary is also associated with Individual and Short Term Medical insurance solutions and Group Health Plans. Gary is a member of the National Assn of Insurance & Financial Advisors (NAIFA) along with the Florida Assn of Insurance & Financial Advisors (NAIFA-Florida), and has been on the Board of Directors of the local, NAIFA-Broward Association of Insurance and Financial Advisors since 1988.

In early 2003, Gary joined Howard and Ira Materetsky CFP® of the Materetsky Financial Group to offer his clients more financial solutions. Gary holds life and health insurance licenses. His designations include Certified Estate Planner (CEP) and a member of the American Academy of Certified Estate Planners (AACEP), a Member of the American Association for Long Term Care Insurance (AALTCi), and a Member of the Association for Medicare Supplement Insurance (AAMSI). Gary has qualified & earned the designation of, Certified Medicare Insurance Planner™ Also add in this paragraph that I am a member of the Florida Senior Care Solutions organization.

Gary has been a South Florida resident since 1973 and currently lives in Coral Springs with his wife Mindy. Their son Jason graduated New York University and resides in Manhattan, NY and works in the Theatre District in NYC as a Company Manager for a Broadway show.



Marlene S. Blattman, M.S. - Associate

Marlene holds a Master of Science degree in Special Education and went from teaching children to educating adults. She has instructed adults on the College level, was a Regional Manager of a Broker Dealer and most recently was the National Director of an MSO, working extensively with Seniors to help them create healthier and more productive lives. She has spent the last 25+ years specializing in senior issues, concentrating on Wealth Accumulation, Successful Income Strategies, Asset Protection, Medicaid Planning, and assisted her clients in procuring the best Medicare plans available. Marlene and Gary have been associated for 20 years and Marlene has joined JMH Advisors to offer clients a more complete opportunity for financial solutions. She holds a Life, Health and Annuity License. She lives with her husband, Howard, in Vero Beach, has two grown daughters and two beautiful grandchildren. Marlene’s passion, besides her family, is finding financial solutions for Your Lifetime and Beyond.....



Robert Feinberg - Group Health Specialist

Bob has a Master’s degree Cum Laude, he started his career in the Insurance Capitol of the World, Hartford Ct. He has received company transfer to move to New Jersey to begin Financial Planning Division for Connecticut General in the early 80’s, Is the Recipient of industry wide awards; Vice President’s Award, Leaders Club, MDRT. He has relocated to Lake Worth FL and maintaining his office in NJ to cover the Tri-County area in the Northeast.

  • Licensed in Florida and the complete tri-state area (NY-NJ-CT) as well with all named carriers
  • Strategic alliances with the largest General Agencies as well as Attorneys and CPA’s
  • Business Planning Specialist
  • Group Benefits
  • Group Medical
  • Disability/Short & Long Term
  • Group Dental
  • Group Vision
  • Group & Individual Life
  • At the forefront of the newest/leading edge plan designs including Health Reimbursement, Health Savings and Flexible Spending Accounts
  • 401k design and implementation
  • Business succession planning and implementation