If you would have told me that I would ever work in the insurance space, I would have told you you are straight up out of your mind! Life has a funny way of working itself out, at least it has in my case.
I stumbled across this profession, from a path I was pursuing otherwise. What I learned on that road is that Baby Boomers are generally in the dark about their Medicare choices. Really by no fault of their own…..there is just too much information, not enough information, mis-information, well I think you get the point. I’ve had the privilege to sit and talk with, and listen to, the frustration that seniors feel when it comes to choosing their healthcare. Yes I say privilege. Have you ever been in a situation where you just wanted someone to listen, or to just give you a straight answer and had NO idea where to turn? I see it everyday, and that’s how I ended up in insurance, specifically Medicare. Nothing makes me happier than hearing “I had no idea, thank you so much for taking your time to talk with me”, not to mention the fact that often the result is a significant cost saving on premium, out-of-pocket and Rx expenses. It’s not rocket science, it’s living and breathing your trade and being the best possible source of information and education you can for your clients.
With the information I learned, I partnered with Boomer Health Group and transitioned to the insurance world. It was obvious that there was a natural fit for anyone that works in the retirement space, especially on a financial platform. Today I am happy to partner with and provide seminars, webinars and education to Financial Advisors, CPAs, group health folks and HR personnel around the country. We all know the saying “you don’t know what you don’t know”. You do you, and we will do us, and together we will make a great team!