Insurance Experience
2008 – Present
I currently work as an insurance broker through my company BAP Insurance & Financial and my up-line agency Integrity Health Advisors, specializing in health insurance and the following Medicare plan options:
- Medicare Supplement Insurance Plans
- Medicare Advantage Plans
- Medicare Advantage Special Needs Plans
- Part D Prescription Drug Plans
BAP Insurance & Financial provides individual health insurance, as well as life and final expense policies, and annuity products with a variety of companies including Anthem, Aetna, Kaiser, Cigna, UnitedHealthcare, Delta Dental, Humana, Allianz, North American, Foresters, American Equity, Athene, Sentinal Life, AIG, and others. I am certified with the state health insurance marketplace Connect For Health CO.
Prior Insurance Experience
2001 – 2003
I worked as a licensed assistant for agents at Country Insurance in Boulder, CO calling prospective clients, pricing quotes, and handling policy service work for auto and home insurance.
2005
I worked as a licensed agent for American Income Life meeting with prospective and current clients, assessing their situation, and providing policies for their life and supplemental health insurance needs.
Verify My Company & Licensing Information
You can find me by CO license #119480 on the Connect For Health CO website here or by going to the Connect For Health CO website and searching for a broker under the “Get Help” tab and then searching by my license number.
You can find my company’s status of good standing with the Secretary of State of CO here and by searching for BAP Insurance.
You can find my company’s active status and formation with the State of CO Division of insurance, as well as me as an individual producer here via the Sircon website which manages licensing information for the State of CO. For my company search as an agency in CO under license #342390 and again for my individual producer license #119480.
Other Financial and Professional Experience
2006 – 2008
I worked as a mortgage banker for H & R Block Mortgage and Ace Mortgage Funding, providing home loans and refinancing existing loans. I fully assessed a borrower’s financial situation including all assets, income, and credit. I would then try to find a loan and structure that would benefit them financially and then attempt to qualify them for a loan, clear all lender conditions, and complete funding of the mortgage.
For more details on my background and how I ended up where I am, please visit my Biography page!