Preparing for the Costs of Health Care in Retirement
Danielle Roberts, Co-Founder at Boomer Benefits, a top producing licensed insurance agency that helps baby boomers with their Medicare insurance decisions in 47 states joins Enterprise Radio.
Listen to host Eric Dye & guest Danielle Roberts discuss the following:
- When people first reach out to your agency for help with Medicare, what is the one thing they are most surprised about?
- Why do you think so many people are unprepared for these costs?
- When should people begin to put away money toward the costs of healthcare in retirement?
- Once people are enrolled in Medicare, what can they do limit their financial exposure when it comes to medical costs?
- What can business owners do to prepare their employees for these costs and help them transition successfully over to Medicare?
Tip: H.S.A. plans are a great vehicle for creating a separate pool of money that you can only use toward medical costs in the future. They also create great tax deductions right now. Employers who offer H.S.A. compatible insurance plans to their employees can not only take advantage of lower health insurance premiums now, but they can also give their employees this great opportunity to make themselves a medical nest egg for their future retirement.
Danielle Kunkle Roberts is a Medicare insurance expert and co-founder at Boomer Benefits, where her team assists people who are turning 65 with their transition to Medicare and their supplemental insurance plan decisions.
Danielle knows that trying to learn how a national health insurance program like Medicare works can be very overwhelming for the average person whose insurance decisions have been handed to them all their lives by their employers. She believes in educating people on all the fundamentals first and helping them gain a confident working knowledge of how their Original Medicare benefits work.
Her agency has been awarded the Aetna Service Superstar Award and has been repeatedly recognized as a leading producer for top national insurance companies. Danielle’s insight has been shared in various places such as Forbes, where she is a member of the Finance Council, as well as Huffington Post, Reader’s Digest, Benefitspro, MoneyTips, Benefits Selling Magazine and several other publications.
Danielle has also served on the board of directors for the Fort Worth Chapter of the National Association of Health Underwriters for six years and was a recipient of the chapter’s Outstanding Member of the Year Award. She has a degree in journalism and English from Texas Christian University.
She lives in Fort Worth, TX with her Canadian husband and their two fur-kids.
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