Don Lilly III

Don Lilly III, MBA, LUTCF, LACP is the General Manager of the Don Lilly Agency of Futurity First Insurance Group, a retirement-focused insurance and financial services firm based in the Roanoke Valley of Virginia serving clients nationwide.

For more than 20 years, Don and his team have helped individuals and families navigate Medicare decisions, retirement income planning, life insurance, annuities, Social Security strategies, and long-term financial planning. His agency specializes in helping clients turning 65 understand their Medicare options while building retirement strategies designed to help protect income, reduce financial risk, and create long-term confidence in retirement.

Unlike captive insurance agencies that represent only one company, the Don Lilly Agency works with multiple nationally recognized insurance carriers and financial providers. This allows clients to compare Medicare Advantage plans, Medicare Supplement plans, Medicare Part D prescription drug coverage, life insurance options, annuities, and retirement solutions based on their individual healthcare needs and financial goals.

The agency is known for taking an educational approach to Medicare and retirement planning through one-on-one consultations, retirement reviews, educational workshops, and ongoing client support throughout the year — not just during Annual Enrollment Period.

In addition to Medicare planning, Don and his team assist clients with:

Medicare Advantage Plans
Medicare Supplement Insurance
Medicare Part D Prescription Drug Plans
Turning 65 Planning
Retirement Income Strategies
Social Security Coordination
Fixed Indexed Annuities
Wealth Management
ACA Health Insurance
Long-Term Care Planning
Life Insurance
Final Expense Insurance

Based in Roanoke, Don Lilly Agency serves clients locally and nationwide with licensed agents in all 50 states through in-person, phone, and virtual appointments.

Whether someone is preparing to retire, already enrolled in Medicare, or simply looking for a second opinion on their current coverage, Don and his team focus on helping clients make informed decisions with clarity, education, and personalized support.

Investment advisory services offered through Futurity First Wealth Management. Securities offered through registered representatives of a broker-dealer, member FINRA/SIPC.