We caught up with the brilliant and insightful Abisai Bermudez a few weeks ago and have shared our conversation below.
Abisai, appreciate you joining us today. We’d love to hear about a time you helped a customer really get an amazing result through their work with you.
One particular story comes to mind about an elderly couple, For there protection we will call them John and Mary, who came to us for assistance with their Medicare enrollment. John and Mary were in their late 60s, and both had multiple health conditions that required regular visits to specialists and a lot of prescription medications. They were struggling to make ends meet and were worried about how they would afford their healthcare expenses. They had been trying to navigate the complex world of Medicare on their own, but were getting lost in the confusing terminology and endless options.
When they came to me, I sat down with them and explained the different parts of Medicare, including the various options for Medicare Advantage and Medicare Supplement plans. We reviewed their medical needs and budget to find a plan that would best meet their needs while also being affordable. We explained the costs and benefits of each plan in terms they could understand, and they were grateful for our patience and expertise.
John and Mary ended up selecting a Medicare Supplement plan that provided comprehensive coverage for their medical needs, including their prescription medications. The plan was more affordable than they had anticipated, and they were relieved to know that they would not have to worry about unexpected medical bills.
As an insurance broker and financial professional, I understand that many seniors are underserved when it comes to healthcare and retirement planning. I take pride in being able to provide education and guidance to my clients, especially those who may not have access to the same resources as others. By helping my clients navigate the complex world of Medicare, we are able to provide them with peace of mind and the knowledge that they are making the right decisions for their healthcare needs.
Awesome – so before we get into the rest of our questions, can you briefly introduce yourself to our readers.
I am a proud mother of two exceptional children, Xavier (17) and Arierlyz (12). My husband, who I married 19 years ago, is my sweet love and my rock. As a first-generation college graduate, I earned my degree in Administrative Leadership from OU and I am a proud Latina (Puerto Rican) born and raised in Providence, RI. I grew up in Chad Brown Projects, where living in poverty taught me to be alert, aware, and to always have multiple plans to survive. My mother raised me, along with nine of her siblings and my little brother, making our home bustling with life and activity.
As the owner of Abundance Beyond Financial LLC, I am passionate about helping people achieve financial security and freedom. My goal is to make a difference in people’s lives by providing education and guidance on financial planning, retirement income planning, and insurance options. At AB Financial Pro, we are an independent insurance brokerage that works with many A-rated insurance companies in the area, allowing us to provide our clients with a wide range of products and services.
Our specialties include Medicare Health Plans enrollment, retirement income planning, and life insurance. We also offer START UP Business Consulting services to help entrepreneurs start their businesses successfully. Our commitment to educating our clients and treating them with honesty and integrity sets us apart. We take the time to listen to our clients’ needs and concerns and work with them to develop a customized plan that meets their unique goals and circumstances.
I am most proud of the impact that we have had on our clients’ lives. We have helped many people save money on their healthcare costs by enrolling them in the right Medicare plan. We have also helped families protect their financial future with life insurance and retirement income planning. Our clients trust us because we put their interests first, and we are always available to answer their questions and provide support.
At AB Financial Pro, we are dedicated to helping people achieve financial security and peace of mind. We believe that everyone deserves access to the resources and information they need to make informed decisions about their finances. We are committed to providing high-quality service and support to our clients, and we are always looking for ways to improve and grow our business. Prospective clients, followers, and fans should know that we are here to help and make a positive impact on their financial lives.
We’d love to hear a story of resilience from your journey.
Certainly, Abundance Beyond Financial LLC is my seventh business venture. It took me a long time to get to where I am today, but I know that this is where I am meant to be, as seven is considered the number of completion. Throughout my entrepreneurial journey, I have faced numerous challenges, but I always try to learn from every setback and turn it into a valuable lesson. Resilience has been a key factor in my success, as I never give up and always push forward, no matter how difficult the road may be.
How about pivoting – can you share the story of a time you’ve had to pivot?
Prior to starting Abundance Beyond Financial LLC, I held a position as a Senior Benefits Coordinator in a Fortune 500 company. Although I was earning good money, had great benefits, and enjoyed my job, I felt unfulfilled and disconnected from my purpose. Despite having worked my way up through three promotions and being on the verge of a fourth, I found that having an office with a big window, a door, and a good salary wasn’t enough to make me truly happy.
This realization prompted me to start my seventh LLC, Abundance Beyond Financial. Our company name reflects our mission to provide not just financial services, but also education and understanding of insurance products. We place a strong emphasis on education, honesty and integrity in all our dealings. Making this pivot was a challenging decision, but it allowed me to align my work with my values and pursue a path that felt truly fulfilling.
Contact Info:
- Website: www.ABFinancialPro.com
- Instagram: https://www.instagram.com/abfinancialpro/
- Facebook: https://www.facebook.com/ABFinancialPro
- Linkedin: https://www.linkedin.com/in/abibermudez/