Skip to content
Bellman+ Associates

CLIENT STORIES

A clearer path, in their own words.

Medicare decisions are personal. So are the stories behind them. These are a few of the people who trusted Lori to help them understand their options, make informed decisions — and have someone in their corner when they needed help.

Schedule Your Medicare Review

Real people. Different Medicare journeys.

Education. Clarity. Advocacy. Support.

FROM MEDICARE EDUCATION TO PERSONAL GUIDANCE

MEDICARE EDUCATION

“She earned my trust from the start.”

James R.

I highly recommend Lori Bellman for Medicare guidance.

I attended one of Lori’s Medicare educational seminars and was impressed by how clearly she explained everything.

Medicare can be confusing, but Lori made it easy to understand and never made me feel pressured or overwhelmed.

Read James R.'s Story →

I highly recommend Lori Bellman for Medicare guidance. I attended one of Lori’s Medicare educational seminars and was impressed by how clearly she explained everything. Medicare can be confusing, but Lori made it easy to understand and never made me feel pressured or overwhelmed.

What stood out to me was that Lori was truly focused on helping people make informed decisions. She was professional, honest, and took the time to answer questions without making the conversation feel like a sales pitch. After the seminar, I felt comfortable scheduling my personal Medicare review with her.

During our appointment, Lori took the time to understand my needs, walked me through my options, and helped me choose a plan that was right for my situation with the benefits I needed and more.

I’m very thankful I chose Lori to help me navigate Medicare. She earned my trust from the start, and I always felt like she had my best interests in mind. I would highly recommend Lori to anyone who is new to Medicare or simply want someone knowledgeable and caring to help them understand their options.

ONGOING ANNUAL GUIDANCE

ANNUAL REVIEW

“It is reassuring to know she puts her professional eyes on our plans yearly.”

Patty S.

We appreciate Lori’s diligence in helping us navigate the Medicare landscape.

It is reassuring to know that she is putting her professional eyes on our plans yearly.

Read Patty S.'s Story →

We appreciate Lori’s diligence in helping us navigate the Medicare landscape. We have been pleased with the plans we selected and have met all our needs with medications, doctors, OTC allowance and Silver Sneakers. It is reassuring to know that she is putting her professional eyes on our plans yearly.

ADVOCACY WHEN IT MATTERS

ADVOCACY

“Lori really does her — my! — homework.”

Laura P.

Lori is the best!

I’m so happy that I was referred to her.

I really relied on her this year with all the insurance changes taking place and I wasn’t disappointed.

She was also quick to pick up the phone and call my insurance folks with a recent hospital bill situation that I had.

Read Laura P.'s Story →

Lori is the best! I’m so happy that I was referred to her. Last year’s review showed me that she is professional, beyond knowledgeable and up to date with what’s going on in the insurance realm. I really relied on her this year with all the insurance changes taking place and I wasn’t disappointed. She was also quick to pick up the phone and call my insurance folks with a recent hospital bill situation that I had. Lori got right to the bottom of it and resolved it to my satisfaction. Lori really does her (my!) homework and recommends the best options for me based on my individual needs. I’ll be booking with her for another review next year to be sure I’m still with the very best choice for my situation. I highly recommend Lori!

CLARITY WITHOUT PRESSURE

MEDICARE SUPPLEMENT + PART D

“I felt empowered to make the right decision.”

Jeanne F.

Lori was a breath of fresh air.

She walked me through the complex Medicare options with clarity and patience.

I enjoyed the no pressure consultation and felt empowered to make the right decision after speaking with her.

Read Jeanne F.'s Story →

Lori was a breath of fresh air. She walked me through the complex Medicare options with clarity and patience. She explained the differences with a broad range of Medicare Advantage, Medigap and Part D plans. I enjoyed the no pressure consultation and felt empowered to make the right decision after speaking with her. She stays with you to make sure all is going well. I made the correct choice in Lori.

MAKING MEDICARE EASIER

MEDICARE SUPPLEMENT + PART D

“Her expertise saved me time and aggravation.”

Mark L.

Lori was able to quickly and efficiently assist me in signing up for my Medigap Plan and my PDP.

I could’ve done this on my own but Lori’s counsel and expertise no doubt saved me time and eliminated the unnecessary aggravation of doing it on my own.

Read Mark L.'s Story →

Lori was able to quickly and efficiently assist me in signing up for my Medigap Plan and my PDP. I could’ve done this on my own but Lori’s counsel and expertise no doubt saved me time and eliminated the unnecessary aggravation of doing it on my own. If the process seems overwhelming, or you’re just lazy, seek her help. She’s awesome, upbeat and will make it easy.

FROM ANXIETY TO CLARITY

MEDICARE EDUCATION

“Lori made it simple.”

Christine & Kevin P.

Lori is fantastic!!

I had such high anxiety trying to figure out this Medicare stuff!!

Lori made it simple.

Read Christine & Kevin P.'s Story →

Lori is fantastic!! I had such high anxiety trying to figure out this Medicare stuff!! Lori made it simple. Whether you need help when you are first starting out or need help with the decision to change your Medicare plan Call Lori you will not be disappointed!

TRUST THAT GETS SHARED

REFERRALS

“I have referred three family members to her.”

Marianne R.

Lori assisted me with my Medicare plan review and really took her time to explain the often confusing Medicare system, assisted me in navigating my options and has provided support several years since I have enrolled.

Lori always responds promptly, answers my questions and resolves challenges I may have.

In fact, I have referred three family members to her as I know and trust her Medicare capabilities.

Read Marianne R.'s Story →

Lori assisted me with my Medicare plan review and really took her time to explain the often confusing Medicare system, assisted me in navigating my options and has provided support several years since I have enrolled. Lori always responds promptly, answers my questions and resolves challenges I may have. In fact, I have referred three family members to her as I know and trust her Medicare capabilities. I would highly recommend Lori for her experience, credibility and her follow up support.

What These Stories Have in Common

They didn't all choose the same type of coverage. They didn't all come to Lori with the same questions. And they didn't all need the same kind of help.

That's the point.

Medicare guidance should begin with the person — not the plan.

Have Medicare questions?

Let's start with a conversation.

Your Medicare story will be different, too. Let's begin by understanding your questions, your needs and what's important to you.

SCHEDULE YOUR MEDICARE REVIEW