Phil Goldstein
Goldstein & Associates LLC. Employee Benefit & Medicare Solutions
- Role
- President at Goldstein & Associates Llc
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Phil Goldstein
Value is in the experience. Capturing the last 35+ years of experience in the group…
Experience
President
Feb 1997 — Present · Denver, CO, US
We have enjoyed 20 plus years of success as an Employee Benefits Groups Insurance Company. Saving millions of dollars for hundreds of employers ranging from an individual to a large national PEO with thousands of employees. We have worked with funding options, contract negotiations, compliance issues, plan design and implementations, and been part of a market that has both changed and stayed the same in so many ways. We are excited to announce that we will now begin to add Medicare Insurance Solutions to our portfolio. We are available to help employers refer their aging in, as well as individuals who are looking for a reliable resource for to understand Medicare options.
Education
The University of New Mexico
BA
1978 — 1983
Skills
- Life Insurance
- Disability Insurance
- Underwriting
- Helping Clients Succeed
- 401k
- Employee Benefits Design
- Group Insurance
- Team Building
- New Business Development
- Healthcare
- Business Development
- Account Management
- Benefits Administration
- Business Planning
- Employee Benefits
- Compliance
- Health Insurance
- Brokers
- Market Research
- Financial Analysis
- Human Resources
- Insurance
- Cobra
- Strategic Planning
- Health Savings Accounts
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