About Carol


Carol Ann Berman

Carol Ann Berman has amassed a wealth of experience and knowledge throughout her journey, propelling her to her current position. In 1970, she relocated to Florida alongside her husband and children. Commencing her career as a paralegal specializing in Business Law, Estate Planning, and Probate, Carol Ann also attained her Real Estate Broker's license, further enhancing her professional repertoire. This accomplishment paved the way for her transition into the role of a real estate analyst banking officer within the Greater Tampa Bay Area.

During the tumultuous period of the late 1980s and early 1990s, Carol Ann was approached to serve as an Independent Contractor for the FDIC/RTC in response to the Savings & Loan crisis. Her outstanding capabilities earned her one of the exclusive 50 contractor positions in the country. As part of this role, she assembled a team of consultants to assess and determine the portfolio value of various banks and savings & loans, with a view to future disposition.

Carol Ann's comprehensive background has equipped her with a diverse range of financial expertise, ideally preparing her for her subsequent career in the insurance industry.

Following the acquisition of her insurance license, she crossed paths with Angela Harris, the Owner and Broker of "Insurance Professionals of America, Inc." Angela boasts nearly three decades of experience in the insurance sector. Her firm exhibits consistent growth and employs a dedicated team of licensed agents, each specializing in distinct areas of the insurance industry.

Carol Ann's offerings encompass an extensive array of insurance services, including:

Medicare Supplements
Advantage Plans
Prescription Drug Plans
Dental and Vision Plans
Hospital Indemnity
Life Insurance (Term and Whole)
Final Expense
Cancer Plans
In-Home Care Plans (without age restrictions)

Furthermore, Carol Ann and her team maintain an affiliation with SmartPro Investments (a Dave Ramsey company). Through this partnership, they are able to provide access to highly qualified partners within a cohesive corporate environment, offering a comprehensive "team" approach to address any insurance and financial needs that may arise.

Don't hesitate to reach out to us today via phone or email. We are dedicated to providing assistance and guidance in navigating your insurance requirements.

Contact Carol


Offices in:
Sun City Center, Parrish and Lakewood Ranch

 (727) 420-4527

 Medicare Clients: (727) 496-8243

 (813) 634-2305

  [email protected]