Boomer Benefits

I am a relatively new client of Boomer Benefits and I could not be happier. They helped navigate the maze of Medicare when I signed up for the first time in 2023. And as I move into Year 2, helped me make sure that my Part D was correct. Every interaction has been positive. They follow-up when they say they will, are knowledgeable, friendly and helpful. Every interaction has been positive. From the person answer the phone on. Special shout out to Kendra G who has assisted me most recently.

Kendra G. was a great help for my husband and myself. We changed the prescription insurance and I was shocked at how much lower the new plan was. Kendra did all the research, helped me navigate the savings, and I highly recommend Boomer Benefits. We use them each year. Ask for Kendra. You will be surprised how easy it is to see if you have the best plan for you.

We have been Boomer Benefits customers for several years. Recently we had a lab bill that was denied by Medicare. We reached out to Boomers’ customer service for help. Natasha R was given our case and she was wonderful! She was not only professional in dealing with our case but also was very kind and caring. A Five Star review from us for Boomer Benefits and Natasha R!

I’m turning 65 in February and I have been researching Medicare for about a year. I found Boomer Benefits on Facebook and learned so much from the company and other members.. Just signed up the other day with Sarah K and I highly recommend her and Boomer Benefits. I just trust this company and the process was super easy, especially working with Sarah!

We have been using Boomer Benefits for the last 7 years, and each year they outdo themselves. This year Michelle W has gone over, and above again for finding the best plans for us and giving us great advise about plans that will save us even more money next year. She is very pleasant and knowledgeable in what she does for us. She has given us confirmation on our choices and that puts our minds at ease. Thank you again for the time and effort that you have put in for us.

Sarah K was beyond patient and helpful. I was not pressured and she understood that I did not want an Advantage Plan as so many other agents love to sway you into one. I recommended Sarah to my sister-in-law and brother and hope they can find a plan with the same coverage for less. I stressed to them it’s always good to review plans. I feel I am in great hands thanks to Sarah.

I received excellent service from Boomer Benefits representative Ashley S. She patiently answered all of my questions and provided clear directions on how to change my Part D enrollment. Ashley also followed up with me to make sure that I had all of my questions and concerns answered. Such peace of mind to have competent and conscientious people assisting in what could otherwise be a daunting process. Very happy with Ashley and Boomer Benefits!

I had a very positive experience with Boomer Benefits. I was out of town and had questions on Medicare prior to my first time sign up. An internet search led me to Boomer Benefits. Subsequently I received a follow up phone call. All of my questions were patiently answered. I felt no pressure to proceed with them but set up a follow up phone call. As I was still out of town I decided during the follow up call to make my life easier and just go with them and it couldn't have been easier. They have sent follow up emails outlining the next steps I will need to take. I had done a lot of reading and research prior to I had some background knowledge going in but I believe even if you are just starting out in this complicated Medicare journey you will feel comfortable with them. The you tube videos are a great resource as well and available to all. I gave one 4 star only because I only just signed up and haven't come to the end of the process.

Laura G. was amazing in helping me breakdown the costs of a new Tier 5 drug that I was prescribed. I was almost in tears when I contacted Boomer Benefits regarding the costs of the drug. Laura was very patient as she helped me understand how my prescription drug plan worked. I was so relieved once she explained what my total out of pocket costs would be. I've worked with several staff members at Boomer Benefits. Each one has been at the top of their game with their knowledge and helpfulness....and patience. Medicare can be very hard/confusing to navigate from the initial sign up to incorrect billings, to understanding all of the plans. I've been a BB client for less than a year and have contacted BB several times, either for billing resolution or general information about how my plans work. Each issue was resolved by BB representatives carefully and quickly. If you have ANY reservations whether or not you should become a BB client, put those reservations aside. You will not regret your decision to become a client. It's a no-brainer in my mind

The ins and outs of Medicare can be so confusing, so at a friend's advice he suggested contact Boomer Benefits. I spoke to Billy W there and he was incredible to work with! He thoroughly explained all the plan options and costs, leaving nothing behind. He asked me some questions and from my answers we determined that an Advantage Plan would be my best fit. He then emailed all of that paperwork, and went through it with me line by line making sure I understood everything before I signed anything He was very honest and even explained that if I changed my mind next year and wanted to go with a supplement plan instead of the Advantage plan, then it may need to go through an underwriting process before I would be approved for it. He was also very patient with all of my questions and not rushing me through anything. I am so happy that I called Boomer Benefits and even happier that Billy W is the one who took care of me! I have already posted on my Fb page to recommend this company and Billy to my friends. I am so glad that I made this call. It's the best thing I ever did for myself! Please don't hesitate to call them yourself. You won't be sorry you did. Ten star's hands down!!

Over the course of two phone conversations, Dustin H patiently answered all my questions and gave me several insurance options to consider. He didn't push for one plan over another---his goal was to give me the information I needed to make my own decisions. When I asked for his opinions, he gave me thoughtful, fact-based answers. I really appreciate this way of doing business! When I was ready, Dustin helped me with all the paperwork needed to enroll in the Medigap plan I chose as well as a dental-vision-hearing package. (He also offered suggestions for Part D but I chose to enroll in Part D through my beloved locally owned pharmacy.) My experience working with Dustin and with Boomer Benefits has been top-notch every step of the way. Thank you, Dustin, and thank you, Boomer Benefits!

Tina K get 10 stars from me for being outstanding at understanding my fears, my questions and my unease at making such a huge decision. Even as a well-qualified admin person, I found this process daunting. Important decisions that can affect your income and quality of life! Tina, WAS GREAT!! She got my sense of humor and rolled with my personality. Even though I had done my homework knew the plan and insurance company I wanted to use, she went over a few other plan options that might be even better for me. She wanted to make sure I got what was best for me. Tina was kind, funny, knowledgeable and caring. I was so impressed!! I look forward, if I ever need assistance with insurance issues, to dealing with BB's customer service. Their first tier of customer service, their agents, is top-notch!! In the meantime, I am referring my friends to Tina!! Thanks again!!

I've been with Boomer Benefits a few years. I work with Kendra G. Kendra's level of service is very professional. She is also very knowledgeable. Kendra has helped me get through a nasty time I had with a doctor. I explain the situation to her. She thought about it. When she got back to me she was absolutely correct and explained to me her opinion which I totally agreed with and was very impressed with her. I have recommended Kendra to some friends who are looking for a great & safe company to help them with their next journey in life. Boomer Benefits and to ask for Kendra G. She will help them to have a good experience.

Recently I reached out to Boomer Benefits for assistance w/a claim that had been denied by my insurer. I was connected w/Ruth O. Ruth was extremely helpful, and patient, I might add, in helping me. She was in contact w/me, UHC, & the provider that I used. She worked diligently to get the issue resolved. I know that I never would have been able to get the results that Ruth did, had I tried to do it on my own. She was a Godsend! She was very pleasant to work w/& speak w/ & was very gentle w/me when I became somewhat anxious about the claim being denied. I am very thankful to her for her help & diligence & am thankful that I signed up for my plan through Boomer Benefits.

Boomer Benefits is an outstanding organization. My husband does in-depth research on everything and since I was becoming Medicare eligible in the coming months he started researching. He came across, bought, and read the book 10 Costly Medicare Mistakes You Can't Afford to Make authored by the co- founder of Boomer Benefits. We knew right away that we had to work with Boomer Benefits. Billy W is my agent and I couldn't have asked for a more detail-oriented individual to work with me. Billy is extremely knowledgeable, responsive, and did I mention detail-oriented? Basically, Billy held my hand through the entire process, and I am 100% satisfied with the experience. Thank you Billy and Boomer Benefits!

Navigating all the ins and outs of Medicare was a headache to say the least and I have an insurance background. This took confusion to a whole new level. I would love to give a shout out to Wendy H who helped me navigate the prescription drug (part D) component of this. She was kind and professional and went above and beyond with her assistance. She even stayed on the phone with me as I applied online. She was phenomenal. Everyone at Boomer Benefits has been fantastic. I already gave a previous shoutout to Kaylynn P who helped with setting up the part G supplement. You couldn’t work with a better company. Highly recommend!!

What a pleasure to talk to Jacob N at Boomer Benefits. He is personable, professional, and knowledgeable. After doing some research, my wife and I called Boomer Benefits in preparation of dropping my employer health plan following my 65th birthday in November. We had an idea of what plan I wanted to go with, but we did not know what was available for my wife who is on part A but not yet 65. We also were not sure about the timing of enrollment. Jacob took his time to understand our specific circumstances and presented us with a Medigap option, for me, that was less expensive than the one I initially picked and historically did not increase much year to year. Enrollment was quick and easy and he provided detailed instructions for signing up for Medicare so I will have uninterrupted coverage as of January first. Because the 2024 pricing for the options available for my wife were not out yet, Jacob made a follow up appointment with her for October. I am very confident that he will be ready to present the best options for her at that time. We’re pleased with the service he has provided thus far and our overall interaction with Jacob has been positive, educational, and beneficial and we look forward to working with him when my wife changes to a Medigap plan when she turns 65.

I wanted information not endless texts and phone calls from insurance agents wanting to "help" . I started following Boomer Benefits on Facebook. The comments all seemed so positive that I felt safe in going to their website and entering my info. Tina K from BB contacted me. She had all of the answers to my endless supply of questions. Her patients combined with her knowledge of the system as well as her non-pushy demeanor made this entire process a snap. I was so relieved to have her and I feel like I can reach out to her anytime with any question. Value is always added when you can get customer service like this. Straight forward answers and Tina talked to me like an adult. I get so tired of young folk talking to me like I am a deaf 3-year-old. Thank You BB and Tina K.

My husband and I had to make a quick decision regarding employer based health insurance. Because we are new to Medicare and because we were running up against time, I found the Boomer Benefits site and decided to give them a try. I received a phone call from Tish P, Boomer Benefits. Tish was very gracious in explaining how Boomer Benefits works and what can be done for my husband and I to meet our deadline. Tish was wonderful explaining our options and walked us through the quote and application process. Everything fell right into place to begin our benefits on time. What a wonderful experience! Looking forward to dealing with Boomer Benefits for all of our Medicare supplemented needs.

Boomer Benefits is an AMAZING company! First, Dustin helped me set up my Medicare supplemental insurance. He was knowledgeable and gave me fast quotes and the best prices he could find. BB is not tied to specific companies for their commission.... they will find you the best price. THEN I have a few times needed to talk with them about some medical bills that were incorrectly not covered by Medicare. Sydney G. was SO helpful. You know those times when you call for customer assistance and you feel like you are a bother. Or you wonder if their promise to follow up will happen, or will happen in a timely manner? The exact OPPOSITE thing happened with Sydney. She was so cheerful and optimistic when I explained the problem. She followed up numerous times with a phone call, and if she didn't get me on the phone, with an email. Then she totally took care of the problem. I am beyond satisfied and grateful for Sydney and Boomer Benefits.

I contacted Boomer Benefits about a year before my enrollment period so I could start researching my Medicare options. Following my initial investigating on the Boomer Benefits website Tish P contacted me directly. After answering all my questions, we agreed she would contact me in 1 year, just prior to my enrollment period. In the meantime, I watched the Boomer Benefits videos to learn some of the basics on Medicare and Medicare Advantage plans. Like clockwork Tish contacted me 1 year later to get the process moving. She helped me understand my options and what is available in my area. We scheduled a follow-up appointment for the next week so I would have a chance to review all the information and make a decision. Once I made my decision Tish guided me through the entire process. I found Tish to be extremely knowledgeable, helpful and professional in all our communications. During one of our conversations, she needed to reach out to someone on the Boomer Benefits team to be sure the answer to my question was the correct answer. I am very pleased with my experience with Tish and Boomer Benefits.

Woo hoo! I will be 65 in August and that means I get to make the big Medicare coverage decision. So many people express complete confusion over this choice, and it can be daunting to read all of the information available. Being inundated with calls and mailers from Medicare insurance agents in the months leading up to the start of coverages adds to the sense of confusion and of being overwhelmed. I talked to a few companies, ran the numbers online myself, dug into the Medicare website, etc. to become well informed. I chose to use Boomer Benefits so that I would have a partner in the process and an advocate going forward. I also selected them because my consultant, Nikki K, was a delight to work with. She was professional, well informed, energetic, not pushy, and patient. I recommend Boomer Benefits and Nikki absolutely.

I have been a client of Boomer Benefits since the very beginning of my long journey through the Medicare process. Their team made a potential nightmare simple and easy to understand with their extensive knowledge of how the system functions. Most recently I was informed of a substantial monthly premium increase on my supplemental plan and immediately contacted BB to see what options were open to me. I had the pleasure of conferring with representative Peter M who was able to find me a plan with identical coverage for considerably less money. Thanks Peter! It's awesome to have a go to source for all my Medicare questions without having to deal with insurance companies directly. I would advise anyone just entering the world of Medicare to contact Boomer Benefits and let them do the groundwork. You'll be saving yourself a lot of headaches!

My experience with Boomer Benefits was excellent. My agent, Bill W, was fantastic. He was very patient and helpful, making the process of obtaining a supplement one of the easiest experiences that my wife and I have ever had dealing with obtaining a supplement to our Medicare Part B coverage. I couldn't ask for a better person to deal with, with 24 years of Medicare experience he is very knowledgeable and knew exactly what we needed and what was the best available coverage for us. I highly recommend the use of Boomer Benefits for these needs, especially having Bill W handling this for us, He is kind and patient thoroughly answering all of our questions and definitely will recommend him to anyone who needs to obtain this coverage.

Customer service EXTRAORDINAIRE!!! That's what Natasha R provides for Boomer Benefits!! Her employer(s) needs to know what a treasured employee they have representing their company. On March 31st I contacted Boomer Benefits and explained my issue to representative Eileen who answered the phone and patiently listened to everything I had to say and then told me she would forward my concerns to someone who could assist me. It wasn't long after that I received a call from Natasha. She, too, patiently listened to my billing concerns. They were: 1. Incorrect coding - causing a rejection from Medicare. 2. I started receiving delinquent notices in February of this year for this charge rejected by Medicare which I had paid on the day of service back in May of 2022. Without hesitation or delay Natasha promptly reached out to the company in question, got the information she needed and then immediately reached out to the doctor's office for information needed to rectify the charges in question. (Time was of the essence as the one-year deadline for Medicare (3/24) was rapidly approaching.) What should have been a simple fix has taken six weeks. She patiently called the doctor's office numerous times as they kept telling her they would send the necessary documentation for the bill in question but never seemed to get around to it. Natasha has the patience of Job. She remained in constant contact with me, never once displaying frustration, impatience, or signs of capitulating to my case. Instead, as time was running out, she called me this morning to say that it didn't look like we were going to get what we needed from the doctor's off so we should move to the option of filing an appeal with Medicare before the 5/24 deadline. I was getting ready to dial the company who was billing me to let them know that I had documentation of payment when my phone rang, and it was Natasha again telling me that she had decided to call one more time to see if the company received the necessary documents from the doctor who kept promising to send them. They told her that they made some adjustments to my account, and it now had a zero balance. They would not elaborate if they received what they needed from the doctor's office or if they found the payment that I made a year ago when I was there. I decided to place a call myself and let them tell me that my account had a zero balance. When they did, I asked point blank if they received what they needed from the doctor's office so the insurance company would cover the charges. After some hesitation claiming she had to read the notes, she indeed confirmed that the documents had just arrived a few minutes ago and the bill was now covered by the insurance. GREAT... I then told her she could reimburse the payment I made a year ago. She still insisted that my credit card was denied, and they had not received payment. I told her that I would send her a copy of my bank statement showing payment to them the day I was there. I could not have come to this conclusion without Natasha. Thank you for your dedicated service!!! As long as I am with Boomer Benefits, I will be seeking you out for any assistance, if needed. You ROCK!!!

I found BoomerBenefits.com after I read the book (Kindle) "10 Costly Medicare Mistakes You Can't Afford to Make" by Danielle K Roberts. This is a must-read Medicare book. It has so much important information. As for BoomerBenefits.com, I am very impressed by how good, patient, and knowledgeable Tina K (Medicare Sales Agent) is. Before I contacted BoomerBenefits.com, I had studied Medicare for a while. So, Medicare is not totally brand new to me. What Tina K helped me was... she put all things together, intelligently. I highly recommend BoomerBenefits.com especially with Tina K helps... you will not be disappointed. The good: Honesty, knowledgeable, straight forward, no playing games, no time-consuming, no BS The bad: I have not found yet.