My experience with Boomer Benefits (BB) has been stellar! Yes, I had received all the mailers, letters, brochures, and numerous phone calls from Medicare supplements -- like everyone does -- and I felt overwhelmed and unsure how to make these important decisions. But when the window opened for me to apply for Medicare officially, I heard about BB during an online search about supplemental insurance. I saw an invitation to participate in a BB webinar for a basic introduction to Medicare. The webinar, conducted by the founder of BB, was excellent: straightforward, clear explanations of each part of Medicare, the application process, and pointers about how to choose the best supplemental policies for each part. This was the clearest explanation / information I had ever heard, and I was confident that BB could help me make the best choices. I called BB and began working with Justin Karch. I felt really good when I learned that BB is a broker for around 30 companies that offer policies to supplement Medicare, so there is no fee for clients to work with BB and therefore no pressure to choose a particular product. Justin has been invaluable for information and advice, comparisons of various policies, deadlines, and all that is involved in making the transition from regular insurance to Medicare in a way that benefits me. He has always asked me what I wanted/needed in terms of coverage, monthly costs and coverage levels, gave me several options for various companies and prices for supplemental plans, and has followed up with me promptly to let me know when my applications have been approved or other important information. Just recently I also worked with Nicole, who guided me through the application process for a supplemental drug coverage plan. My Medicare and all my supplemental coverage begins in a few days, and I am confident that Justin and Nicole have guided me well. My wife will be eligible for Medicare in a few months, and she's looking forward to working with Justin and Nicole too! I highly recommend Boomer Benefits! read more

I give Boomer Benefits the highest rating possible. If I could give 10 stars, I would. I retired almost 2 years ago. There must be a list of the names and phone #s of retirees maintained in and pulled from the stratosphere, as I was suddenly bombarded with daily calls and letters from companies offering Medicare Supplements and Vision and Dental Plans (Part D). It was frustrating. As fortune would have it, in my research trying to understand how the various plans worked and identifying a trustworthy, viable company to work with, I found Boomer Benefits. I was convinced they were my company of choice after that first call. The information provided by Darlene was clear and concise. Paperwork submissions were accurate and timely. There were solid suggestions as to which Supplemental plan would best meet my needs financially and service-wise. After getting the supplemental plan in place- and actually having to use it with pharmacies and doctors, I still had questions. Valaree Gray began working with me as "MY Client Specialist." I am so pleased. We found a great Vision and Dental plan. She is so knowledgeable and has shown great patience in addressing every issue I've had related to my Provider companies. She's taken time to clarify issues directly between me and my Pharmacist. I was impressed. I feel comfortable calling at any time, knowing I will get accurate answers. Valaree is so sincere and I trust her and the Boomer team to fully support me. I also give kudos to Boomer Benefits company as a whole. They are committed to customer education as demonstrated through offerings of online newsletters and seminars about options, rights, and opportunities for Retirees. I am not one to readily heap praise upon any company unless it's warranted. In this instance it is. It was a great decision to engage with Boomer Benefits to help identify and put into place my insurances. I am a happy Retiree. Valaree Gray and Boomer Benefits staff- you rock! read more

I am new to Medicare and it is cOnfuSing. I did a lot of research on the web, watched many videos and finally got a fair understanding of it. There are Part A and B, Medigap A, B, C, D, ... X, Y and Z plus Medicare Advantage, and more and still more. I kind of knew what direction I was going when I called Boomer Benefits but wanted to get a handle on the why my direction was right for me. I spoke with Trey Davis and he was great. We spent a great deal of time talking about what I needed from these Medicare plans, he explained the ins and outs of the Supplement and Advantage plans, how they worked and compared and many things in between. He was very patient with me and answered all my questions even those questions which I knew the answer but just wanted confirmation and validation that he knew what he was talking about. I did say Trey was GREAT!!! I previously spoke with another Medicare agency and they pushed just one insurance company and only Medigap plans plus gave no justification why that company or that plan was the best for me. I just had to take the agent's word for it, no facts about the insurance company history, no rate history, no comparison points just this is the policy they recommend for me, had only general answers to my questions and pushed me to sign up now. They also offered no help selecting a Prescription Drug plan except for directing me to their website to enroll myself. Until I called Boomer Benefits and met Troy I thought I was doomed to commit to a Medicare plan without really having that comfort feel of why the one I selected was the best for me. I finally selected a Type G Supplement plan and hope to stay healthy so I rarely get to use it. read more

Like many Boomers, my wife recently had to sign up for Medicare beginning this year. We had done all of our homework and researched all of the options that were available to her, including visiting the local Elder Affairs Office for counseling. Still, some of these decisions seem a bit over-whelming, not to mention costly. While doing research on the internet we came across the Boomer Benefits web site and decided to see if they had ideas on things that we may have over-looked. We called and spoke with Amanda for quite some time and she was kind enough to email us additional literature on choosing a Medigap Supplement or Advantage plan. She was so helpful and knowledgeable that we decided to use the services of Boomer Benefits to obtain a Supplement plan, as well as the required Part D coverage. Following my wife's enrollment, we had a problem with getting our payments electronically transferred from our checking account. We called Boomer Benefits to see if there had been a problem with the application. We spoke with Ally, who immediately interceded on our behalf with the insurance company. Ally worked with a customer service manager and the billing department to ensure that the monthly payment would be electronically transferred and said that if we had additional problems to please get back in touch with her for assistance. We cannot say enough nice things about everyone we have dealt with at Boomer Benefits. They are friendly, caring, efficient, and will go out of their way to help. This is what great customer service is all about. Paul and Barbara M. read more

Boomer Benefits led me through the process of finding the best supplement policy and Part D medicine plan with no problems whatsoever. When I signed up for my Medicare supplement, I was told that it may take up to a month or so before they take out the premium as I signed up for direct withdrawal from my checking account. I waited 5 weeks and never saw any premium withdrawals. I then get a letter from the insurance company telling me that my bank rejected the auto withdrawal due to a wrong account number and that I had 15 days from the date of the letter to submit payment. I immediately sent them a check the very day I received the notice. A week later I receive a letter telling me my policy has been cancelled due to non payment. I called Boomer Benefits and talked to Flora and explained the situation. She immediately got the insurance company on the phone within 1 minute with a 3 way call including me. Her quick action and professionalism was top notch and Hmmmm.... low and behold the insurance company just happened to get my check that very day and I was reinstated with no lapse in coverage. If it wasn't for Flora at Boomer Benefits, I would probably still be on hold waiting for the customer service at the insurance company. It is so great to know that we have someone in our "corner" to represent us and handle any problems. Thank you Flora and Boomer Benefits for all you do and if you are turning 65 and getting ready to go on Medicare Call Boomer Benefits......... You will not regret it! read more

After spending way to many hours researching Medicare Supplement Plans, I stumbled across Boomer and spoke with Joye Smoak. From the first conversation I had with Joye, I wish I would have found her earlier, although I needed to do my own research first so I knew what a gem Joye and Boomer are. Joye answered my numerous questions over the month before I could sign up for Medicare, quickly and knowledgeably. I was also assigned a Service Rep, Nicole Bocz, that was everything you would want in a Service Rep, available, knowledgeable, on time for scheduled calls, follow up to make sure I wasn't having any issues filling out the paperwork, etc. I was going to go with Plan F for the remainder of the year since I was only going to have 6 months of lower premiums to to recover my $183 deductible, and then switch to plan G January 2019. Joye mentioned that switching from one plan, F to G in my case, has some risks of maybe needing a health assessment before switching, so I went with Plan G from Cigna (not the cheapest up front but the best track record for rate increases) and Humana Walmart Part D. I HIGHLY recommend Boomer and Joye to take care of helping you through the MEDICARE maze, it's not as mind blowing as it appears, if you work with the right people! I was told by my Dr to stay away from Advantage Plans, especially if you are on specialty drugs (as in my case is Entyvio), because Advantage plans do not cover these type of drugs, Joye and Nicole both confirmed what my Dr told me. read more

When the time came for me to search for a supplement to Medicare, I procrastinated for as long as I could. My husband's job was ending and it was important that I find the right supplement. My son did some initial research for me and suggested that I contact Boomer Benefits. I read their reviews and made the call and was transferred to their representative Jeff Benedict. He was truly amazing. There was no hard sell or pushiness. He was able to answer every question I had and after I reviewed all of my options I chose Plan G. He assured me that regardless of the company I chose the coverage for Plan G would be the same. His research of the pricing led me to pick Transamerica for about $142 per month versus other companies upwards of $180. Jeff was thorough in every aspect of explaining how the process works and then of course I needed a prescription plan as well. He reviewed my monthly prescriptions and we agreed Silver Script was my best option for a fee of $30 each month. Although these plans are usually a dreaded necessity, Jeff and Boomer Benefits made the entire process painless, easy and satisfying. Thank you Jeff Benedict for your knowledge, professionalism and ability to make me feel comfortable in the choices I made. In the future you can be assured I will highly recommend you and Boomer Benefits Susan Chesterfield, Missouri read more

Bill Warren was the boomer benefits agent that guided me through the entire process of selecting the best plan available for my needs. I had been examining plans and consulting with others for about six months and then I found Boomer Benefits by accident online. When I called Boomer Benefits they gave me Bill Warren as my agent. Bill Warren very clearly and consisely explained my options based on the information I provided. Searching for the right plan had become an onerous chore for me. Boomer Benefits took that burden off my shoulders. Bill Warren is very astute, patient and made sure that I understood and was comfortable with my options. He and I had several calls and emails over a period of weeks and Bill always followed through in a kind, friendly, and personable manner. I was so impressed with his expertise and professionalism that I had him examine my spouse's supplement plans and based on his recommendations we changed those too. Bill Warren was a tremendous assist at a time when I needed truthful guidance. Finding Boomer Benefits was like getting a gift from heaven. I recommend the organization without reservation. Sincerely, Ladislaw Pfeifer, DMA Diocese of Springfield read more

My wife and I were baffled trying to navigate the various Medicare plans, parts and supplements as the time for the loss of my company health care benefits approached. AARP was somewhat helpful, but we still had a lot of questions on how to proceed and what the best plans were for us. After asking around and not getting anywhere fast, we turned to a couple who had just been through the same frustrating experience. They highly recommended that we contact Boomer Benefits. It was the best decision we could ever have made. First, we checked out their great website. Next, we called and were immediately connected to an agent, Katrina Barjon. She was just superb! She had the depth of knowledge of someone who had been doing this for many years. She was not only able to answer all of our questions and address our anxieties, but was also able to find us the best, most suitable and cost-effective plans (D and G). Beyond that she was extremely pleasant, reliable and communicative. We were able to get everything accomplished via phone, email and websites without any stress whatsoever. We highly recommend Boomer Benefits based on our experience and thank Katrina for her outstanding customer service. read more

I want to thank Ms. Sydney Vaughn most sincerely for her invaluable help with the unpaid bill for my recent visit to the local ER. I have Medicare and United "AARP" Supplemental Insurance Plan G, and after the deductible is paid, they are supposed to pick up all my copays. Unfortunately, someone at the UPMC East billing department forgot to add my supplemental insurance, and everything was sent just to Medicare. As Sydney explained, the process is automatic, and Medicare should have passed on the unpaid charge to Medigap. Medigap claims it never received it. To make this long and sad story short, I called many times and wrote letters, all in vain! Sydney quickly realized the cause and organized a three-party teleconference with the AARP United Medigap, and the issue was resolved that very day! Her work was highly professional, her understanding of the crazy system was incredible, and her emotional intelligence and ability to empathize and understand a senior who feels lonely and vulnerable were unbelievable! THANK YOU, Sydney! Thank you, Boomer Benefits!!! read more

We received a bill for over $700.00 from our nearby hospital for a charge that I suspected was incorrect. Countless attempts on my part to discuss this with the billing department left me frustrated and angry. I called Boomer Benefits, the company that assisted my husband and me when we were signing up for Medicare. At that time they informed us that if we had any questions or issues, they likely could assist us. I called and was pleased that Amy Evans was more than willing to look into the matter for us. We uploaded the bill and our EOB's and Amy took it from there. Today we were pleasantly surprised to hear from Amy via telephone that she had resolved the issue and we owed nothing! She followed up with emails and also informed us that she requested the hospital to send us an amended statement showing a $0.00 balance due. Wow! If anyone has an issue, it costs nothing to contact Boomer Benefits and ask them for their help, which is free! We are very appreciative of the efforts of Amy Evans and highly recommend her if you need assistance. Judy and Don Silvernail read more

Medicare insurance plans can be quite overwhelming at times, and even confusing for those of us who are not familiar with all the choices. The good folks at Boomer Benefits have been truly wonderful helping me navigate this selection process from start to finish resulting in my having the best possible coverage at the most affordable rate. I am especially grateful to Bree Walker who helped me select the best supplemental plan for my insurance needs. Bree walked me through every step of the process beginning with explaining options that best suited my circumstances, filling out the paperwork for me online, and then even contacting my former insurance provider to cancel their policy in order to provide for a smooth transition to the newer lower cost provider. I am now getting insurance from a highly reputable carrier, and Bree was successful at saving me more than $300 per year. I highly recommend Boomer Benefits and Bree Walker. You, too, would be will served to contact her for all of your Medicare supplemental insurance needs.  Good luck! read more

Boomer Benefits goes the extra mile in customer service! I am new to Medicare and it has been difficult for the government to complete my process. I have been on the phone endless times with Medicare trying to get my insurance info update so I could use it. My representative from Boomer Benefits called to check on how I was doing with my new coverage. I told her about the hassle with Medicare - she asked if I would do a three way phone call with them to coordinate benefits. I agreed and within an hour all my efforts over a three week period had been resolved by Boomer Benefits in that single phone call of less than an hour. Listen up Medicare members - call Boomer Benefits first and talk to your representative about your problems with Medicare and your Boomer Benefits. If I had done that it would have saved a lot of stress, time, and back tracking. THANK YOU BOOMER BENEFITS and a special THANK YOU to my all star representative: Woohoo! Gisela Galvan - your #1 to me! Boomer Benefits happy here...Denver B read more

and most recent experience was yesterday, August 10, 2026 and I spoke with Luis Acosta. I know Boomer Benefits always helps you if you have a denial or a but I recently received some very concerning lab results and was told by the lab that not cover certain tests that I was having done. That concern me because these were medically necessary to make a definitive determination about whether or not I truly did have chronic kidney disease stage 3B. I was concerned that if they were going to start denying things concerning to kidney disease if I really did have this condition, I wouldn't be able to even afford treatments. That was my thinking. Maybe it was unreasonable, but in my anxiety and concern that's how I saw it so speaking to Luis alleviated my concern and anxiety for the Financial part of possibly having chronic kidney disease that was a big help to me I go through the process of getting a confirmed diagnosis. I love Boomer Benefits. I recommend everybody I know who is planning to retire soon to them. read more

I'm about ready to turn 65, and everyone knows the nearer you gets to that birthday, the more you get swamped with telemarketing calls and junk mail, all seeking your business. In the midst of all this I received an email from Gisela Galvan of Boomer Benefits. I'd dealt with the company previously, with good results, so I started talking with her. Gisela was professional, knowledgable and very patient, and was able to answer all my questions (and I had a bunch, I must say). She listened to me detail my situation, and offered some options. In the meantime, I compared some of the offers I'd received in the mail. After more questions (from me), I determined that the plans Gisela recommended (for both Medigap and Plan D coverage) were the best choice - they are affordable and is well-suited to me. And should any changes or problems arise, it's good to know that first-rate help is just a phone call away. Many thanks, Gisela and Boomer Benefits, for all your help. read more

I am a fairly picky (discerning) person. I met several times with a local person (heard from a pal) agent about Medicare. I enrolled in the necessary plans. Several months later I heard of Boomer Benefits on Facebook. I followed their online tutorials and comments/answers. I like face-to-facecontact and not really disappointed with my choices, I called BB and was "assigned" Laurie Potter (ASK for her!) Seems I was within my time to make changes. BB told me my plan G was about to have a cost increase, my possible new plan was cheaper AND if my hubby signed with the same company there would even a bigger drop in my premium (married a 5 years younger dude). I soon will save a total of $36 a month!!! Laurie Potter is a magical, friendly genius. Even though I am now consulting with the client services team, she has been very responsive to me when contacted about required paperwork connected with my carrier. If I lived closer I would take her home baked cookies. read more

My usual protocol is to read and research information on my own, then incorporate the advice/expertise of the experts, and finally to make a decision that aligns with my needs and instincts. When I was researching all of Medicare's options, it was Jana Shelton that was my go to person. She was personable, knowledgeable, and best of all ... not pushy. She explained the available options and remained accessible as I made my Medicare choices. I found Jana easy to work with and would highly recommend her to others. An additional benefit of Boomer Benefits is that of conflict resoluti9n. If you have a problem with one of plans/companies that your dealing with you can contact the individual you worked with initially for assistance. In summary I found Jana to be professional, courteous, and prompt! I had Ally for the part D drug plan initiation. She expressed the available options clearly and was diligent in directing me to the plan she felt met my needs. read more

I was checking different sites online, trying to make a decision regarding Medicare supplement insurance. I discovered boomer benefits who was offering a 5 day info session on Medicare, what you need to look for and how it works with the advantage plans or the supplement, sending you an info sheet on different subjects for 5 days. This was so informative, I decided to give them a call. I ended up enrolling through them, no extra cost, because one of their benefits of doing so, is they will handle any and all problems you have with medicare, the supplement and the drug plan. Hopefully, I won't have to use this service, but, if they follow up on this with explanations and service as they did through the explanation and signing up process, I will be extremely satisfied. They were very attentive and made sure all was done correctly and all made sure all my questions were answered. read more

This company and its staff members are fantastic! They helped me choose and sign up for my first Medicare supplement plan as well as my initial Part D insurer. Later, they helped me re-evaluate both plans and ultimately change insurers. When I was twice declined by a different, less costly Medicare supplemental plan provider, Robin from Boomer Benefits went out of her way (above and beyond what was expected) to get to the bottom of the reason for my declination. She spoke with several underwriters at that provider, was able to get them to determine that my declination shouldn't have happened, and then guided me through the re-application process. The third time was a charm and, thanks to Robin, I'll now save considerably on my monthly premiums. But for her persistence and professionalism this wouldn't have happened. I highly recommend both Boomer Benefits AND Robin! read more