Graduating from Michigan State University in 1987 and landing into the medical malpractice world wasn’t exactly what I thought would happen at age 22. But, I actually loved the world of insurance immediately. It’s black and white; it just sort of meshes with my personality type.
Fast forward over thirty years…. I spent years and years in all types of insurance. But, never in the Medicare world.
I spent years within a financial planning firm and obtained my series 6, 63, 65 licenses. Hated the profession 🙂 But, I enjoyed co-captaining the insurance piece for clients. While spending time in the financial world, the light bulb went off.
The financial industry says they are holistic. Well, for years, I never heard the word “Medicare”. If you are not looking at health insurance and it’s impact on families, you are not holistic. Can a firm do it all? No. Possibility if they have employees for each speciality (that’s completely my opinion). One of my favorite questions to ask seminars with seniors — “Raise your hand if you feel that your professional is a resource for Medicare?” Never has one hand been raised.
That’s a problem. That’s an enormous hole in a retirement plan. That’s just wrong.
After spending a few years learning and seeing firsthand how other firms operated, I realized that to do what we wanted and how we wanted, it was time to become a business owner. Boomer Health Group was born.
Fast forward to 2019, we have a terrific team of six advisors that counsel individuals and groups regarding Medicare all day/every day across the U.S. We partner with financial advisors, CPAs, group benefits folks, Human Resources departments, credit unions and companies — all with our goal of guiding those that need Medicare into the proper products at the proper time.
I’m proud of what we’re doing and how we’re doing it. Check out our Google Reviews – don’t take my word for it.
Speaking, webinars, seminars, lunch & learns – contact me or Gwynn to arrange.