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our story

Who We Are

Raymond Senior Planning is a growing insurance agency that provides peace of mind to seniors. Beata Raymond started Raymond Senior Planning in 2013 with a passion to help seniors understand the ins and outs of Medicare. Fast forward to today, that vision has come to life. We now have two locations and serve all of Connecticut. We work with low-income clients, offer in home appointments, we have a quick turnaround for any claim or billing issues and most importantly we help you save money on health insurance. We are appointed with 10 companies, providing our clients with over 62 different plans. Our mission is to take stress out of Medicare. We are well versed to make sure you are too.
We also offer other services such as Access Health, Life Insurance, IRA/401k assistance, Annuities, and Roth IRA assistance.

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Beata Raymond

Founder & CEO
Licensed Insurance Advisor

Jill Petruzzi

Marketing Coordinator
& Claims Specialist

Kasia Skawinski

Licensed Insurance Agent
& Medicare Savings Specialist
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Nicole Tornberg

Licensed Insurance Agent
& Project Coordinator
medicare advantage plans-RSP

Sabina Starzynski

Office Manager

Feedback from you

Raymond Senior Planning helped my husband and I navigate Medicare and Retirement stress free! Beata answered our questions every step of the way and explained options we had once my husband was ready for retirement. Everyone looks forward to retiring but no one tells you how to go about all these changes from medical insurance and what to do with your 401k.

J. K.

J. K.


I kept seeing commercials on the TV regarding Medicare Savings and I was too nervous to call a random number. A friend referred me to Raymond Senior Planning and Beata took the time to explain the Medicare Savings Program in great detail. After our first appointment, I was very thankful to hear I am eligible for the program and how smooth the process was because of Beata and her staff.

N. T.

N. T.


Raymond Senior Planning helped me save hundreds on my medications last year. I was not aware that two of my drugs were not covered with my current plan. Beata reviewed all my medications and Doctors and found me an Advantage plan that covered everything! She even took the time to check different pharmacies in my area to make sure I was getting the most savings. Thank you RSP!

K. M.

K. M.


Let's insure a healthy future together.

Contact us!

New Britain Location

195 West Main Street,
New Britain, CT 06052

New Britain Location Hours

Mon-Fri 9:00am-4:00pm
Every other Saturday: By Appointment Only

(203) 699-2611

Southington Location

By Appointment Only

360 North Main Street Suite 5,
Southington CT, 06489

(203) 699-2611

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