Romy & Associates

08/01/2026

¿Tiene preguntas sobre Medicare? ¡Estamos aquí para ayudarle!

• ¿Va a cumplir 65 años?
• ¿Está pensando en jubilarse?
• ¿Tiene preguntas sobre Medicare o Medicare y Medi-Cal (Medi-Medi)?
• ¿Le dijeron que tiene que tener Medicare y Medi-Cal con el mismo plan de salud para conservar su Medi-Cal? (Ese es un mito común; no es cierto.)
• ¿Se ha visto interrumpido su tratamiento contra el cáncer u otro tratamiento médico debido a un plan de salud que le recomendaron?
• Su Doctor de planta oh especialista ya no está aceptando su plan de salud?
• ¿O simplemente busca una segunda opinión o aclarar información que ha escuchado?

¡Visite nuestro puesto! Estaremos ahí para responder sus preguntas, brindarle educación imparcial sobre Medicare y ayudarle a comprender mejor sus opciones.

🎁 Además, tendremos regalos y un divertido photo booth 📸 para que se lleve un recuerdo del evento.

Sin presión. Sin compromiso. Solo información gratuita y confiable para que pueda tomar decisiones con confianza.

¡Esperamos conocerle!

08/01/2026

Have Medicare questions? We’ve got answers.

• Turning 65?
• Planning to retire?
• Have questions about Medicare or Medicare/Medi-Cal (Medi-Medi)?
• Been told you have to keep Medicare and Medi-Cal with the same health plan to qualify for Medi-Cal? (That’s a common myth—it isn’t true.)
• Had your cancer or other medical treatment interrupted because of a health plan recommendation?
• Your doctor not accepting the plan anymore?
• Just looking for a trusted second opinion or some clarity?

Stop by our booth! We’ll be there to answer your questions, provide unbiased Medicare education, and help you better understand your options.

🎁 Plus, we’ll have giveaways and a fun photo booth!

No pressure. No obligation. Just information you can trust. We look forward to meeting you!

08/01/2026

06/08/2026

Ty for putting this together! We needed this. .cali.brewing

05/20/2026

Come to our booth & meet the team! Beautiful weather! Jalapeño bragging rights & great prizes! We love questions & love to educate. Ask us about what predatory enrollments are? You have rights, you’ve definitely work with them. Not all brokers are created equal. Ask us the hard questions. 🔥🔥🔥🔥

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05/13/2026

“People don’t learn the same way — which means great educators don’t teach only one way.”

The 2026 JAR Conference delivered.

Benny and I, alongside other key leaders from different regions, had the privilege of presenting. Our workshop: Sales Presentation Essentials.

The core message of our 45-minute session was simple:

* Move from transactional to transformational
* From order-taker to strategist
* From selling to serving

We also spent time discussing what predatory enrollment behaviors can look like in our industry — and why education, transparency, and ethics matter more than ever.

As always, it was great reconnecting with friends, partners, and leaders across the industry.

Our keynote speaker- Hill Harper - thought provoking message. 👏🏻

Our team was also honored with multiple individual awards, reflecting the incredible 2026 Enrollment Period we had and the work accomplished throughout 2025 as a whole.

Big shoutout to Jaime, Omar, the founders/president, and the entire staff for putting together such a strong two-day event. Thank you for the opportunity & hospitality.

And a special shoutout to Jes one of our team associate- for making the drive & taking our digital whiteboard. Those who know us know we speak with visual aid.

Even if it’s one reminder, one nugget, one piece of information that can better equip us to help our communities and/or articulate this complex space more effectively- these conferences are always worth it.

05/02/2026

Two weeks of back to back conferences. A lot of conversations, reminders, and a few important wake-up calls.

In simple terms, one message keeps coming through louder this year than last:
The industry—led by Centers for Medicare & Medicaid Services (CMS)—is leaning toward educators and true career agents.

The shift is clear:
Move from transactional to transformational.
From order-taker to strategist.
From selling to serving.

Adopt a servant mindset—or risk getting left behind.

Honestly, it’s about time.

For us, it’s also validation. This has been our model since day one.

From the Medicare conference…
to supporting our Alcar friends at National Association of Community Health Centers (NACHC)…
to reconnecting with industry leaders—

One thing remains true:
You stay valuable to your community by staying ahead of the shifts.

Two down. One more to go.
JAR Conference.

04/28/2026

2023 → 2026… full circle moment.

In 2023, we had the opportunity to attend Rhythm of the Night hosted by the Bakersfield Memorial Hospital Foundation in support of the Sarvanand Heart & Brain Center.

Great evening — good food, a little dancing, and some friendly competition during the fundraiser. That night alone raised over $440,000.

We were proud to contribute in a small way — our donation went toward sterilization pods, which now help increase the number of surgeries performed daily. Before that, procedures were limited due to sterilization turnaround time.

Fast forward a few months… we toured the hospital and got to see those pods in action. That right there — that’s what it’s all about.

And then… the perk tied to that night finally came full circle.

3 years later — we made it happen.
A private evening on the helipad, dinner, and finally completing that dance number 😄

Not for lack of effort from the Dignity Health team — between scheduling conflicts and weather, it took a minute! Huge thank you to Ken, Susan, and Lana for sticking with us and making it happen.

And to Joe Peters — great music, great vibe, down to earth. That was the original deal… and they delivered.

Always a great time attending Bakersfield Memorial Hospital Foundation events —
an opportunity to give back, connect, and every now and then… enjoy a pretty special experience.

FullCircleMoments Grateful

04/28/2026

Medicare is full of exceptions or rules- which applies to ‘the creditable not creditable conversation’. Do I delay or don’t delay.

Here are a couple key rules to know:

• If your employer has fewer than 20 employees
Medicare becomes your primary coverage—even if your employer plan is considered creditable. This is where a conversation is critical to evaluate your options and choose the right strategy for you and your family. (In a nutshell you have to activate your Medicare)

• If you qualify for Medicare due to a disability and are covered under a spouse’s employer plan:
Even if it’s creditable, If employer has fewer than 100 employees, Medicare will also be primary.

There’s always some level of confusion—no matter your background.
Our job is to help & make sense of it.

Very few questions or scenarios stump us- but when they do, we’ll figure it out.

Let it be you are Medi/Medi or thinking about retiring now or in the future we will get your questions answered & even the question you don’t know to ask.