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Your Local Worthington Independent Insurance Agency

Montana Insurance and Financial Services specializes in auto insurance, home insurance, business insurance, life insurance, health insurance, and employee benefits.

Unlike a captive agent who can sell the policies of only one company, an independent agent is not obligated to any one company. As an independent agent, Montana Insurance and Financial Services, located Worthington, Ohio, is free to give you objective advice and find the policy that meets your needs. By choosing an independent agent like Montana Insurance and Financial Services, you get more options, and you get an agent who will do the shopping around for you.

If you have any questions about Life, Health, Individual Health, Group Health, Rollover IRA, 401K to Annuities, Senior Products relating to Medicare, Medicare Supplement, Medicare Advantage, or Medicare Part D Rx, please do not hesitate to give Montana Insurance and Financial Services a call.

We would be happy to set up an appointment at your home, office, restaurant, or location the your choice. You may also come to our Worthington office and meet with an Agent that will take the hassle out of shopping for insurance.

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Recent News & Updates

What is a Medicare Supplement Plan?

If you’re approaching your 65th birthday and starting to research options for Medicare, navigating through all of your new health care choices can be overwhelming. In addition to enrolling in a Medicare plan to meet your anticipated needs, you’ll also have to decide if a Medicare Supplement plan is right for you. At Erie Insurance, we’re here to help. Here are some things you should know when considering...

Medicare Supplement vs. Medicare Advantage: What’s the Difference?

Applying for Medicare once you reach retirement age sounds simple enough. But just because you’re covered under the federal health insurance program doesn’t mean you won’t be faced with out-of-pocket costs. With Original Medicare (Parts A and B), you’ll receive coverage for health-related expenses like hospital care, doctor visits, medical procedures and equipment. Like a traditional health insurance policy, Medicare pays its share of the...

Is a Medicare Supplement Insurance Plan Worth It?

When you sign up for Medicare Parts A and B, you also have the option to apply for a Medicare Supplement insurance plan. A Medicare Supplement plan, sometimes called “Medigap,” is a private insurance policy that can help pay for some of the health care costs that Medicare doesn’t cover. But is this coverage really necessary? And more importantly — is it worth it? WHY CHOOSE...

15 Common Questions About Life Insurance

How much life insurance do I need, anyway? A number of factors – including your age, debts, monthly expenses and number of children – can influence how much life insurance you may need to comfortably plan for your future. A local insurance professional like an ERIE agent can give you a free quote based on your unique needs. As a general rule of thumb, the experts...

Specializing In Erie Insurance

Erie Insurance has been helping customers since 1925 with their auto, home, business, and life insurance needs.