Ep. 51 – How To Maximize Your Medicare Benefits in 2025: Expert Insights with Rosamaria Marrujo
In this episode, we get all our doubts about the upcoming changes for Medicare’s 2025 annual enrolment period answered by expert guest Rosamaria Marrujo. Rosamaria is the Founder and CEO of Trusted American Insurance Agency and an expert with over 20 years of experience in the Medicare market. She is also a mentor for brokers, an advocate for […]
Ep. 50 – What’s New in Medicare: Helen’s Top Tips for Medicare Enrollment in 2025
In this episode, Helen goes through every major change in Medicare for the next year. From the $2,000 limit cap on out-of-pocket drug costs to changes in formularies, here is everything you must know to ensure you choose the right plan to stay on in 2025.
Ep. 49 – Lauren Bayha: Two Years Later – Making More Than My Corporate Job!
In today’s episode, I am pleased to welcome Lauren Bayha back to the show. Almost two years after taking that leap of faith and starting her own insurance company, BenefitsBay Insurance Solutions, and taking over the Sacramento Association of Health Underwriters, Lauren joins us again to share her thoughts on the intricacies of entrepreneurship in the insurance industry. […]
Ep. 48 – Navigating VA and Medicare Advantage Plans for Veterans: Insights from Addison Beverly
Are you a veteran and feel unsure of how to navigate VA and Medicare Advantage plans effectively? What are the key considerations to have on top of mind when choosing between traditional VA benefits and Medicare plans? Today, we are fortunate to have a true expert on this topic: Addison Beverly. He helps us understand the intersection of traditional […]
Ep. 47 – Medi-Cal Application and the New Regulations Effective from January 1st, 2024, with Michael McCabe
Medi-Cal completely revamped its process as of January 1st, 2024! This means all the laws, regulations, codes, and everything else have changed. Do you know how these changes affect your chances of getting accepted into Medi-Cal? In today’s episode, Michael McCabe joins us to explain every change Medi-Cal has created for this year, the bureaucracy […]
Ep. 46 – Long-Term Care & Alternative Solutions
How do you know you picked the long-term care that better adjusts to your reality? In this episode, we discuss long-term care, insurance, alternative solutions, different ways to cover possible long-term care events, and how to educate the next generations on long-term care and their needs. From 100% self-insurance to accelerated benefit riders, standalone long-term care […]
Ep. 45 – Medicare Post Enrollment Top Ten Tips. Reasons To Work with a Broker
Ep. 45 •Tuesday, March 12, 2024 In this episode, I discuss the intricacies of Medicare enrollment and why using a broker for your Medicare needs is crucial. You’ll hear why individuals and business owners benefit from partnering with brokers, how they can assist you in evaluating costs and understanding IRMAA implications, and why seeking professional guidance […]
Ep. 44 – “Is Using Ethos To Get Life Insurance A Good Idea?”
In this episode, I’m talking about the countless benefits of using Ethos to get insurance, the three signs that you need life insurance today, and the differences between term and permanent life insurance. I also answer some of the most common questions about life insurance, clear doubts about how affordable life insurance really is, and […]
Ep. 43 – “What Keeps You Up At Night and More! with Trevor Patching”
In this episode, I’m joined by our monthly guest, Trevor Patching, to discuss the importance of covering and incentivizing those in foundational positions in our company. Trevor debunks some myths about companies’ pressure points and the need for elaborating solutions that care for everyone, not only the highly compensated executives. We also learn how life […]
Ep. 42 – “Disability Insurance And Income Protection with Dennis Carlson”
In this episode, we delve into the second part of our conversation about what is true and what is a myth about the reverse mortgages line of credit. In today’s episode, I’m joined by Dennis Carlson, Host of the #1-rated podcast for employee benefits brokers and advisors, Benefits Influencer, a specialist in long and short-term […]