Business Details
Your Trusted Medicare & Social Security Advisors in Sandy, UT
At Senior Benefits Insurance Services, we specialize in guiding individuals through the complexities of Medicare, Social Security, and Long Term Care planning. With a dedicated team of licensed professionals, we provide personalized solutions tailored to each client's unique needs. Our expertise spans Medicare Advantage and Supplement plans, prescription drug coverage, and strategic Social Security enrollment timing. We prioritize comprehensive education through workshops and one-on-one consultations, ensuring clients make informed decisions about their healthcare and financial futures. Our services are entirely free to clients, as we work directly with insurance providers to deliver cost-effective coverage options.Backed by decades of combined experience in senior benefits, we maintain strong relationships with major insurance carriers to offer competitive plans. Our commitment to transparency extends to all aspects of our service, from explaining policy details to assisting with enrollment paperwork. We serve as a trusted partner for pre-retirees and retirees navigating the transition to Medicare eligibility. Our team regularly updates clients on policy changes and coverage advancements to ensure ongoing protection. Through community seminars and digital resources, we empower individuals to make confident decisions about their healthcare and retirement planning.
Services
Medicare Planning
Social Security Optimization
Long Term Care Insurance
Prescription Drug Coverage
Retirement Workshops
Highlights and features
- We offer free Medicare enrollment assistance with no obligation
- Our team includes licensed agents with specialized senior benefits expertise
- We provide personalized Social Security optimization strategies
- We maintain relationships with multiple insurance carriers for competitive options
- We offer comprehensive educational resources including workshops and video tutorials
What people say
Kind and patient
Great experience
Clear explanations
No pressure
Free assistance
Services
Medicare Planning
We help clients navigate Medicare enrollment and coverage options. Our experts explain Part A, B, C, and D differences while identifying appropriate supplement plans. We compare multiple insurance providers to find cost-effective solutions that address individual healthcare needs and prescription requirements.
Social Security Optimization
Our specialists analyze clients' unique circumstances to determine optimal Social Security claiming strategies. We consider spousal benefits, delayed retirement credits, and tax implications to maximize lifetime income. We provide personalized projections and coordinate with Medicare planning for comprehensive retirement preparation.
Long Term Care Insurance
We educate clients about long-term care risks and insurance solutions that protect accumulated assets. Our team explains policy options, benefit triggers, and coverage limitations while helping clients determine appropriate protection levels based on individual risk profiles and family history.
Prescription Drug Coverage
We analyze clients' medication regimens to identify optimal Part D plans and cost-saving alternatives. Our specialists compare formularies, tier structures, and pharmacy networks to minimize prescription expenses while maintaining medication access and continuity of care.
Retirement Workshops
We offer comprehensive Medicare and Social Security workshops through on-demand videos and live presentations. These educational sessions cover enrollment timelines, coverage gaps, and strategic planning considerations. Materials include decision-making checklists and comparison tools for informed choices.
People
Trenton Olson
CEO & Founder
Trenton Olson established Senior Benefits Insurance Services to simplify senior benefits navigation. With over 15 years in insurance services, he focuses on improving access to affordable healthcare solutions. He oversees strategic operations and maintains industry partnerships to enhance client offerings.
Matt Gibson
Chief Sales Officer
Matt Gibson leads our sales team with 12 years of senior benefits expertise. He specializes in complex case solutions and ensures client satisfaction through personalized guidance. Matt coordinates training programs to maintain high service standards across all consultations.
Brenda Winters
Chief Operating Officer
Brenda Winters manages daily operations with 18 years of insurance industry experience. She streamlines enrollment processes and coordinates educational initiatives. Brenda ensures compliance with regulatory requirements while maintaining efficient client service workflows.
Lori Nixon
Vice President of Sales
Lori Nixon develops outreach strategies with 14 years in senior benefits. She supervises agent training and quality assurance. Lori focuses on community engagement through local seminars and digital education resources to expand client support.
Chandler Olson
Licensed Agent
Chandler Olson provides direct client assistance with Medicare and Social Security planning. He specializes in technology-driven solutions and digital resource development. With 5 years of experience, he helps clients navigate online enrollment systems and benefit calculators.
Questions
What are the four steps to Medicare enrollment?
The four steps include qualifying for Medicare, enrolling in Parts A & B, selecting appropriate supplement plans, and completing enrollment through approved providers. We guide clients through each stage.
What's the difference between Medicare Advantage and Supplement plans?
Medicare Advantage plans replace Original Medicare with additional benefits, while Supplement plans cover gaps in Parts A & B. We explain pros and cons to help choose appropriate coverage.
When should I start planning for Medicare?
Begin 90 days before retirement or initial eligibility. We help with enrollment timelines, coverage selection, and coordinating with Social Security benefits for comprehensive planning.
Do you charge for your services?
No, our Medicare and Social Security planning services are completely free. We receive compensation from insurance providers when clients select plans through our assistance.
What long-term care options do you offer?
We explain various long-term care insurance policies, including hybrid options and standalone coverage. Our specialists help determine appropriate protection levels based on individual risk assessments.
How do you help with prescription drug costs?
We analyze medication needs to identify optimal Part D plans and recommend cost-saving alternatives like GoodRx, Canadian pharmacies, and manufacturer assistance programs for reduced prescription expenses.
