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Apr 12, 2023

Danielle Kunkle Roberts is a founding partner of Boomer Benefits, a national insurance agency specializing in Medicare since 2005. She is the author of the best-selling book, “10 Costly Medicare Mistakes You Can’t Afford to Make.”

Danielle helps educate Medicare recipients about their supplemental insurance options so that they can confidently choose the plan that best fits them. Policyholders have access to a customer client service team that helps them with Medicare appeals, claim denials, drug exceptions, annual Part D analysis, and much more.

Boomer Benefits specializes in Medicare insurance-related products with more than 50,000 policyholders across the nation. They rank among the top national Medicare supplement producers. 

Listen in for some great takeaways about Danielle’s journey as an entrepreneur and her mission to educate and help the public make better Medicare decisions that will help them today and onward. 

You will want to hear this episode if you are interested in...

  • Learn more about Danielle and why she founded Boomer Benefits [3:18] 
  • Why Danielle wrote 10 Costly Medicare Mistakes You Can’t Afford to Make [7:50]
  • Why is Medicare so confusing for the millions of Medicare beneficiaries? [10:12] 
  • The biggest challenge that new Medicare beneficiaries face [13:10]
  • How to prepare for enrolling in Medicare and choose suitable insurance [16:57]
  • The tools that exist to help people learn about Medicare [21:39] 
  • The Medicare enrollment process and the “annual election period” [22:40] 
  • How much does Medicare cost and what does it cover? [29:13] 
  • How Danielle grew such a large Baby Boomer following online [34:41] 
  • Why you need to focus on your people and your processes [39:37]
  • What Danielle did today that put her in the right mindset for success [44:00]

Resources & People Mentioned

Connect with Danielle Kunkle Roberts

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Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

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