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This expert interview is with Joe Lovely, health insurance broker with Aware Benefits. We talk about Joe’s brokering philosophy, health insurance, the American Rescue Plan, and health insurance strategy for individuals and families.

Here are some of the times & topics covered in case you would like to jump to a specific part:

0:00 – Welcome & introduction

1:18 – Enrollment seasons

3:22 – The “family glitch” fixed

6:08 – Incentive to see a health insurance broker

8:51 – Approach to a new job’s health benefits

10:44 – Health savings accounts

12:42 – Using accident, critical illness and AD&D plans

17:16 – Insurance while in between work

21:30 – Medicare: Insurance for the elderly

24:49 – Dental and vision

31:04 – Advice to your younger self

32:30 – Book/Podcast recommendations


Book/Podcast Recommendation:

I am always looking to interview professionals. If you would like to connect about doing an interview, please connect with me on social media or my website –