Jake Holgate
Co-Founder & Licensed Insurance Agent
The Dynasty Group
Clear guidance for your coverage choices
We are a licensed, independent health insurance agency. Our agents take the time to explain your options in plain language—without pressure.
What We Do
Simplifying retirement healthcare decisions with clear, personal guidance tailored to your needs.
01
Medicare Plan Guidance
Help clients understand Medicare Advantage, Supplement, and Part D options so they can make informed decisions.
02
Personalized Coverage Reviews
One-on-one reviews to evaluate current coverage and explore other available options based on individual needs.
03
Enrollment & Ongoing Support
Assistance with enrollment, plan changes, and questions throughout the year — not just during sign-up.
04
Retirement Health Planning
Guidance on how healthcare fits into retirement, including coverage coordination and future considerations.
The Dynasty Impact
0+
Clients Helped
Millions
Saved in Health Care Expense
0+
Licensed Insurance Agents
Why choose The Dynasty Group?
- Licensed agents who take time to explain your options
- Independent agency — we work for you, not the carriers
- Personalized consultations at no cost to you
- Straightforward guidance without pressure
- Ongoing support after enrollment
Ready to get started?
Call us or request a consultation. A licensed agent will walk through your questions at a pace that feels comfortable.
Monday – Friday, 9:00 AM – 5:00 PM
Meet our team
The Dynasty Group is led by founders and licensed agents dedicated to clear, personal guidance.
Kage Phelps
Co-Founder & Licensed Insurance Agent