• Medicare
  • Henry M. Siegel  Oct 7, 2015
  • Susan Shea  Oct 7, 2015

Dennis Berman


San Diego, CA

CA Insurance License #0104798

+1 (714) 369-4744

Medicare Agent

Dennis retired from the corporate world in 2009 after spending a career as the Corporate Tax Manager for a commercial real estate company. He has since cultivated a personal tax practice coinciding with his being a licensed Life and Health Insurance agent . His focus is in assisting seniors with an assortment of Medicare Advantage, Drug, or Supplemental Plans.

He graduated from American University with a Bachelor’s Degree in Accounting and his Master Degree in Taxation and finance at the Baruch School of Business in New York City. Dennis also served in the U.S. Army during the Vietnam War.

His is married to his beautiful wife, Sue, and they have two adult sons, Todd and Marc. In his spare time, Dennis can be found enjoying tennis, vacationing, and is a student of politics. He has recently found fulfillment performing on stage in live theater.

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Verified Reviews for Dennis Berman:

I consulted with Dennis about possible health care plans for my wife and myself. I found Dennis completely knowledgeable about the various plans available and the various options that were available to us. He answered all of our questions and we signed an application to accept one of the plans that he recommended. I think that anyone interested in senior health insurance plans would be well served to employ Mr. Berman for his knowledge, caring delivery, and all of this service free. How can you beat it.
5 Henry M. Siegel - October 7, 2015
Dennis was invaluable in giving me confidence that I was choosing the right supplement/advantage plan when I first became eligible for Medicare at age 65. I had done my own research, but it was easy to fear that I might have missed something. Dennis did his own search for plans based on criteria I'd given him and others that he thought might be important to me. He found options that I hadn't noticed and helped me make the final selection of a plan and handled the "red tape" of enrollment. He keeps in touch to let me know of any changes in the Medicare "landscape" and remind me that he is available if I need further guidance. Great customer service, personable guy. And, guess what, his services don't cost you out of pocket! Why wouldn't you take advantage of his expertise? Don't hesitate.
5 Susan Shea - October 7, 2015

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