Don Lilly III, MBA, LUTCF

Helping people make confident Medicare decisions is what I do every day.
I’m Don Lilly III, MBA, LUTCF, an independent Medicare advisor and Financial Advisor serving Salem, Roanoke, and communities throughout Virginia. For more than 20 years, I’ve helped individuals turning 65, retirees, and existing Medicare beneficiaries compare Medicare Supplement (Medigap), Medicare Advantage, and Part D prescription drug plans.
Because I’m an independent agent, I work with multiple leading insurance companies to help clients compare coverage, premiums, provider networks, and prescription drug costs so they can choose the plan that best fits their needs.
I believe Medicare shouldn’t be viewed as just another insurance decision. Healthcare costs can have a significant impact on retirement income and long-term financial security, which is why I help clients understand how their Medicare choices fit into their overall retirement plan.
My team provides:
• Medicare Supplement (Medigap) plan comparisons
• Medicare Advantage plan reviews
• Part D prescription drug plan evaluations
• Annual Medicare plan reviews
• Assistance for individuals turning 65
• Retirement healthcare planning
I’m committed to providing education first—never high-pressure sales. Whether you’re enrolling in Medicare for the first time or reviewing your current coverage, my goal is to make the process simple, understandable, and personalized to your situation.
Specialties
• Turning 65 Medicare
• Medicare Supplement (Medigap)
• Medicare Advantage
• Part D Prescription Drug Plans
• Veterans
• Low-Income Extra Help (LIS)
• Dual Eligible (D-SNP)