Danielle Roberts

– The Confident Retirement Podcast with Kris Flammang

Episode 047 Solving the "Medicare wordle" in one episode? Done! Featuring Danielle Roberts, Founding Partner, Boomer Benefits 

Danielle Roberts always knew she wanted to work with the elderly, but she didn’t know how. Now she serves that group exclusively. It started when her insurance clients kept asking if she could help their parents with the Medicare maze of options and complexities.

Danielle is a founding partner at Boomer Benefits, a national insurance agency specializing in Medicare since 2005. She is also the author of the best-selling book 10 Costly Medicare Mistakes You Can’t Afford to Make and is often a featured guest for CNBC, FOX, Yahoo Finance, Kiplinger, and MarketWatch.

Danielle also serves on the NAHU Medicare Advisory Group, where she advocates for Medicare beneficiaries at a national level to government organizations, including CMS. 

Highlights of our conversation include:

The challenge of working in the insurance industry and lessons learned.

The joy of handholding clients through the Medicare journey.

Research Medicare at least six months before you turn 65 when enrollment is mandatory.

Understand Election Periods when you can or can’t get insurance.

What to know about the “supplementals.”

Catastrophic limits set by Medicare each year.

Understanding the ACA, Affordable Care Act, and the health insurance exchange.

Enjoy the show!

Connect with Danielle:

Website: https://boomerbenefits.com/

Connect with Kris:

Website: https://www.lpfadvisors.com/

LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/

Twitter: https://twitter.com/kflammang?

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