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Trusted Advisors for Medicare, Life Insurance, and Retirement in New Albany, Indiana & Nationwide.

Local guidance. Personalized solutions. Nationwide support. 

Welcome to The Bedrock Group. We contract with top-tier insurance carriers to compare plans and options so you can retire happy. With The Bedrock Group, you can get help with Medicare, Retirement Planning, Life Insurance, Wealth Management, and more. 

Our services are complimentary and available in person at our New Albany office located at 2659 Charlestown Road, or by scheduling an appointment from anywhere in the country.

Reasons Why Clients from New Albany, Southern Indiana, and Across the Nation Choose Us.

Local, Licensed, and Education-Focused

Independent Advisors

We compare multiple carriers and plan types so you get the right fit, not a one-size-fits-all option. 

Medicare Advantage, Medigap, Part D

Term & Permanent Life Insurance

Annuities & 401 (k) Rollovers

Licensed & Local

Real people across 48 states. meet over the phone or in person. Whichever option works best for you. 

Clear education first

No-pressure consultations

Annual policy reviews

Education-First Promise

We treat every client like family with transparent guidance, follow-through, and ongoing support. 

Holistic planning

Service you can count on

Trusted by folks nationwide

COMPREHENSIVE SOLUTIONS

Cover the Essentials 

Medicare Planning
 

Turning 65 or reviewing coverage? We assist you in selecting Medicare Advantage, Medigap, and Part D plans. People turning 65 years or older can make informed decisions about Medicare enrollment. Those over 65 can easily manage their Medicare.

Retirement Planning
 

From 401 (k) rollovers and annuities to tax-aware income strategies, we make your retirement income reliable and sustainable.

 

 

 

 

Life Insurance & Mortgage Protection

Protect your family's future with term or permanent life insurance. This includes mortgage protection to keep your loved ones in the home. Burial insurance and more to keep your family protected even after you are gone.

KIND WORDS

What Our Clients Are Saying

"I’m on TRICARE , and they were very helpful on finding a plan that gave me more benefits! They are very helpful , and guide you through all of your questions you may have , so that you can understand better what the best plan is for you”

- Sandra Smith

"I'm on Medicare and Desirae Simcoe has gone above and beyond to help me find the best plan. If I ever have any questions, she is quick to help me or guide me on anything I need.I heard a lot of bad things at 1st about the advantage plan, but it's helped me out with so much, and everything has been cheaper with this plan. Thanks Desirae”

- Toni Wilkins

“Customer since 2021 and we couldn't be more satisfied. Thomas Lavisky has always treated our needs with the utmost priority and he handles every situation with patience. Thomas has saved us many headaches and a lot of money over the past 2 years!"

 

- Kristina Willis

 

 


 

"I had no idea what I needed to do when I turned 65. I got so much in the mail, and I was told by friends what they liked and didn't, and I kept getting told what I needed to do. I called, and Jamie Byrd answered. She helped me figure out what I needed to do. She came to my house and walked me through the whole process. It was very helpful."

- Bonnie Applegate

"As a Veteran, I didn't think I needed to be on a plan. I go to the VA for everything. Now I have a Medicare Advantage Plan with benefits that I can use. Boy, is that helpful."

- Dennis Johnson

 

I have been on a supplement for a while, and each year the cost kept going up and up. I heard that Advantage plans weren't good, but I talked with Dan and found out that the plan worked for what I needed. 

- Betsy Miller

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Frequently asked questions

Ready to Meet?

We're here to guide you through it all - Medicare during retirement and life insurance too. We're happy to come to you. Schedule your appointment now, and we'll connect you with a licensed advisor in your area. 

Link to schedule an appointment with The Bedrock Group for a Medicare review with an image of a senior woman smiling in glasses

The Bedrock Group Partners and Carriers

At The Bedrock Group, we take pride in working with our top-tier carriers and are grateful for our partners. We are contracted with all leading carriers for Medicare, including Medigap (Medicare Supplements), Medicare Advantage, Life Insurance, and Wealth Management services. 

Let The Bedrock Group assist you in finding what you need for your healthcare, Medicare, life insurance, and retirement planning. We handle all the work, so you don't have to.

Donate Life Kentucky
Website Images for Carriers
Nationwide Insurance Carrier
Winterwood Property Management Logo
Sons of Norway Logo
Transamerica
Gradient Financial Group
Gerber Life Insurance
Florida Blue
United Healthcare
Alignment Health Logo
Spectrum Financial Service
Anthem of Tennessee
Optimum Healthcare, Inc
Freedom Health
Anthem Bluecross Blue Shield
Kansas City Life
Humana
CenterWell Senior Primary Care
Risk Management Anaylsis
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Turning 65?

We can help!

about us.

The Bedrock Group is a veteran and first responder-owned insurance agency based in New Albany, Indiana, servicing individuals and families throughout Southern Indiana and across the United States. 

Our licensed insurance agents specialize in Medicare and life insurance, helping clients understand their options and make confident decisions about their healthcare coverage, financial protection, and future. Our services include Medicare Advantage and Medicare Supplement (Medigap) plans, Turning 65 guidance, life insurance, retirement planning, mortgage protection, final expense, and wealth management.

With more than 85 years of combined experience, The Bedrock Group provides personalized guidance for every stage of life. Whether you are looking for a local Medicare or life insurance agent in New Albany or Southern Indiana, or need assistance from one of our licensed agents nationwide, our team is here to help. 

We believe insurance and retirement planning should start with understanding your individual needs, goals, family, and vision for the future. Our mission is to provide the guidance and resources you need to build a strong foundation for what comes next. 

The Bedrock Group has licensed advisors serving clients across 48 states. If you or a loved one needs help with Medicare, life insurance, retirement planning, or additional insurance solutions, contact us for a no-cost, no-obligation review. 

Contact us

The Bedrock Group

204 Pearl Street 3rd Floor

New Albany, IN 47150

Links:

Request your complimentary Medicare, Life Insurance, or Retirement Planning review with top-tier carriers.

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© 2026 The Bedrock Group

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area.

Please contact Medicare.gov or ‍1-800-MEDICARE to get information on all of your options.

Medicare has neither reviewed nor endorsed this information. Not connected with or endorsed by the United States government or the federal Medicare program.

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