Danielle Roberts is a medicare insurance expert, female entrepreneur, and the co-owner of Boomer Benefits.
Danielle Roberts is a founding partner at Boomer Benefits, where she and her team help thousands of baby boomers learn the ropes regarding Medicare every year. We discuss: The origin of Boomer Benefits [2:23] Problems baby boomers face when it comes to Medicare [3:31] Health insurance: a whole new ball game for entrepreneurs [4:55] How to choose the right Medicare plan for you and change it when you want to [8:22] Medicare vs. group insurance for solopreneurs over 65 [11:04] The best revenue opportunities in the insurance industry [14:23] It’s always cheaper to keep a current client than to gain a new one [16:56] A strategy for failure [20:13] A nationally-recognized expert in the Medicare insurance industry, Danielle is a member of the Forbes Finance Council, where she frequently writes about Medicare and other baby boomer-related personal finance topics. As a past president of the Fort Worth chapter of the National Association of Health Underwriters, Danielle has spoken about Medicare to hundreds of groups and her educational webinars are attended by thousands of baby boomers annually. Learn more about Danielle at https://boomerbenefits.com, LinkedIn, Twitter and Facebook. Brief Description of Gift PDF about creating a lasting marketing message URL for Free Gift https://daniellekroberts.com/creating-a-lasting-marketing-message  Thank You to Our Sponsor: SiteHub Join a FREE weekly group coaching call with Sean McKay, the CEO of SiteHub. www.smashingtheplateau.com/sitehub Facebook Twitter LinkedIn 0Shares
Danielle Roberts is a Forbes Finance Council member and co-founder of Boomer Benefits, a licensed insurance agency that helps baby boomers navigate Medicare in 47 states. She and her brother have grown their agency from a tiny two-person company to an award-winning, national top producer with a nearly 8-figure annual revenue and over 170,000 social media followers. Danielle is a past president of the Fort Worth chapter of the National Association of Health Underwriters and served two years on the state board as their magazine editor. These days she enjoys writing articles about Medicare, retirement and personal finance for Forbes.com and many other publications. Learn more about your ad choices. Visit megaphone.fm/adchoices
On this show, we talked about the biggest challenges facing baby boomers and their families when it comes to making medicare and medicare supplement decisions with Danielle Roberts, President of Boomer Benefits, insurance expert and medicare supplement accredited advisor.  Listen to learn the important deadlines to keep in mind and the penalties for missing them! For the Difference Making Tip, scan ahead to 19:16. You can learn more about Danielle at BoomerBenefits.com, LinkedIn, Facebook, Instagram and Twitter. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas.  You can learn more about the show at GeorgeGrombacher.com, or contact George by clicking here.
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1 hour, 47 minutes