You have many choices when it comes to Medicare – Let us help you compare Medicare Advantage plans to find the right coverage for you. Medicare Advantage (Part C) is an all-in-one alternative to Original Medicare Parts A and B.
Joseph Broome
Financial Professional
Field Manager - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(805) 724-3035(805) 724-3035
Joseph BroomeField Manager - Insurance Sales Representative, San Luis Obispo, CA
I want to learn about...
Request An Appointment
I want to learn about...
Meet Joseph Broome
Personal Business Philosophy
I’m dedicated to helping my clients protect their financial security as they prepare for retirement. I hold myself to the highest level of personal and professional integrity and promise only to recommend insurance product solutions that are in my client’s best interests.
licensed in
CA, TX
CA License: 4283177
professional background
Joined Bankers Life in 2023Began work in the Insurance Industry in 2023Education: Bachelor Of Arts Political Science form University of California Santa Barbara
designations received
Company Recognitions: Speed Successful New Agent
personal background
Family: Married with one daughter, a cat and a dog
Joseph Broome, Bankers Life Agent in San Luis Obispo, CA
Closed - Opens at 8:00 AM Monday
Contact Me
Office Phone:
(805) 784-0103(805) 784-0103
Direct Phone:
(805) 724-3035(805) 724-3035
Cell Phone:
(805) 331-5009(805) 331-5009
Branch Info
994 Mill St
Ste 250
San Luis Obispo, CA 93401
US
Hours
| Day of the Week | Hours |
|---|---|
| Sunday | Closed |
| Monday | 8:00 AM - 5:00 PM |
| Tuesday | 8:00 AM - 5:00 PM |
| Wednesday | 8:00 AM - 5:00 PM |
| Thursday | 8:00 AM - 5:00 PM |
| Friday | 8:00 AM - 5:00 PM |
| Saturday | Closed |
Request An Appointment
Products & Services Offered in San Luis Obispo, CA
![]()
ExploreLife Insurance
Find out how life insurance can help protect the financial security of you and your family.![]()
ExploreMedicare Supplement Insurance
Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.![]()
ExploreLong-term Care Insurance
Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.
Financial Calculators & Tools
Our calculators are here to help support your retirement and insurance planning needs so you can make confident and informed decisions.
Retirement Calculators
Insurance Calculators
How Long Will My Retirement Savings Last?
Determine how long your retirement savings may last considering your monthly spending, sources of income, inflation and more.Estimate Social Security Benefits
Estimate your future Social Security benefits based on your income history and expected retirement age.Traditional 401(k) or Roth 401(k)?
How do traditional 401(k) and Roth 401(k) contributions differ, and which option best suits your financial needs?Retirement Income Estimator
Input your current savings and income sources to estimate your future retirement income and assess if you’re on track to meet your goals.
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Explore Medicare Advantage
Let's Talk About Your Plans for Long-Term Care!
As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?
Reviews
Reviews for Joseph Broome
5.0
Rating 5.0
(7 Reviews)- August 7, 20255.0 out of 5.0Rating 5.0Great customer service!
He is very knowledgeable, polite and helpful.
He explained to me very clearly and answered my questions!
Thank you Joseph Broome!
Displaying reviews 1 - 1 out of the 7 most recent
Customer Reviews for San Luis Obispo, CA
5.0
Rating 5.0
(28 Reviews)- August 20, 20255.0 out of 5.0Rating 5.0Appreciate his level of service and taking the time to get to know my situation. The best!
- August 7, 20255.0 out of 5.0Rating 5.0Great customer service!
He is very knowledgeable, polite and helpful.
He explained to me very clearly and answered my questions!
Thank you Joseph Broome! - August 5, 20255.0 out of 5.0Rating 5.0Awesome person, Always a pleasure to talk to very professional and helpful
- July 8, 20255.0 out of 5.0Rating 5.0Agent Amanda was knowledgeable and very pleasant to work with. She gave me all of my options and explained the difference with each.
- June 30, 20255.0 out of 5.0Rating 5.0Joseph is the most patient person on earth. Always there when you need him. Is able to help with any questions I had. It's a joy to be able to have someone as knowledgeable as he is... Thank you Kelly
- April 29, 20255.0 out of 5.0Rating 5.0great customer service
- April 29, 20255.0 out of 5.0Rating 5.0Travis is a very helpful, knowledgeable young man. He makes my husband and I feel confident/comfortable when helping us make life decisions.
- April 22, 20255.0 out of 5.0Rating 5.0Great customer service.
- April 18, 20255.0 out of 5.0Rating 5.0He took the time to make sure I understood what we were going to do. Tyvm Travis
- April 16, 20255.0 out of 5.0Rating 5.0Travis definitely cares about his customers and his effectiveness and helping them. He goes to great lengths to be sure that all bases are covered and that as a client, you are satisfied with his service, and your policy.
We both appreciate his thoroughness, and extraordinary attention to being sure that as Medicare recipients, we have no loopholes and are only signed up for what we really wanted.
We recommend Travis as an agent, and we both believe that you will find him on top of any issues. - April 9, 20255.0 out of 5.0Rating 5.0Very helpful in helping me sort out my retirement options.
- April 4, 20255.0 out of 5.0Rating 5.0Very warm and welcoming staff. Beverly really makes you feel at home, in the office!
- March 17, 20255.0 out of 5.0Rating 5.0Great customer service. I am so impressed that he reached out to me to get me a significantly better price for my insurance!
- March 11, 20255.0 out of 5.0Rating 5.0GREAT
- March 11, 20255.0 out of 5.0Rating 5.0Jeff does a great job. He goes way beyond anyone that I have worked with with
- February 25, 20255.0 out of 5.0Rating 5.0We really appreciate all the help that Jeff has given us. We have no complaints!!!
- February 18, 20255.0 out of 5.0Rating 5.0I left a review already but I'll happily do it again. Joseph gets five big stars! Actually ten stars would be better. He is such a great guy, so knowledgeable in his field and was so helpful in getting us new insurances. He is always ready with a friendly answer and if he doesn't know the answer he'll find it. This guy gets rave reviews from my husband and me!
- February 18, 20255.0 out of 5.0Rating 5.0terrific response, have recomended him to my friends and they are really happy with his services as well.
- February 4, 20255.0 out of 5.0Rating 5.0Friendly informative service that I trust
- January 31, 20255.0 out of 5.0Rating 5.0Excellent service.
Displaying reviews 1 - 4 out of the 20 most recent
FAQs
Our Brands and Partners
Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.
Insights From Joseph
Featured Videos
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insu...
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
Featured Videos
Life insurance that pays benefits while you’re living?Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits,...
Life insurance that pays benefits while you’re living?Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Life insurance that pays benefits while you’re living?Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Featured Videos
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve. Someone may need long...
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve. Someone may need long-term care if they can no longer perform activities of daily living on their own (such as eating, bathing, dressing, or taking medications). These assisted care needs usually arise as part of the normal aging process, but can also occur as a result of injury, illness, or cognitive impairment. Long-term care can be costly and Medicare may not cover many of the expenses. Long-term care insurance pays benefits for assisted care services received at a facility or at home
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve. Someone may need long-term care if they can no longer perform activities of daily living on their own (such as eating, bathing, dressing, or taking medications). These assisted care needs usually arise as part of the normal aging process, but can also occur as a result of injury, illness, or cognitive impairment. Long-term care can be costly and Medicare may not cover many of the expenses. Long-term care insurance pays benefits for assisted care services received at a facility or at home
Featured Videos
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
October 29, 2025
Busting Common Medicare Myths: What You Really Need To Know
Navigating Medicare can be confusing—especially with so many myths floating around. Let’s clear up the most common misconceptions so you can make informed decisions for yourself or your spouse.
October 22, 2025
Why Working With a Licensed Insurance Agent Can Make All the Difference in Your Medicare Journey
If you’re someone who prefers handling things independently—like doing your own taxes—you’re not alone. Many people take pride in managing their own affairs. But when it comes to Medicare, navigating the options can be complex, and that’s where a licensed insurance agent can offer real value.
October 15, 2025
The Medicare Supplement Birthday Rule Now in More States—Here’s What You Need to Know
If you’re enrolled in a Medicare Supplement (also called Medigap) plan, there’s some good news for you! Six new states have recently adopted the Birthday Rule, and Michigan is currently considering similar legislation.
October 8, 2025
The Overlooked Costs of Retirement What Many People Forget to Plan For
When most people think about retirement planning, they focus on the big-ticket items: housing, food, transportation, and maybe travel. But as the latest findings from the Deft Research 2025 Age-In Study conducted for CNO Inc. the parent company of Bankers Life reveal, many Americans are overlooking ...
October 1, 2025
Navigating Medicare Enrollment: What You Need to Know for a Smooth Transition into Retirement
Retirement is full of important decisions, from life insurance and health coverage to retirement savings. One of the biggest puzzles many face is figuring out when and how to enroll in Medicare. With all the acronyms, rules, and deadlines, it can feel overwhelming. But don’t worry, we’re here to bre...
September 18, 2025
Outsource Your Chores and Reclaim Your Time in Retirement
Retirement means different things to different people. But for most, it’s the ultimate gift of time.
Act Now For Your Free No-Obligation Quote