Turning Point Advisors, LLC

Turning Point Advisors, LLCTurning Point Advisors, LLCTurning Point Advisors, LLCTurning Point Advisors, LLC
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Turning Point Advisors, LLC

Turning Point Advisors, LLCTurning Point Advisors, LLCTurning Point Advisors, LLC
  • Home
  • Covid-19 and Medicare
  • Your Medicare Rights
  • Why Have an Agent
  • Are You Ready To Retire
  • Retirement Planning
  • Retirement Transition
  • Who pays the Medical Bill
  • Vision Insurance
  • Dental Insurance
  • Travel Insurance
  • Contact Us

Know your Agent

Gene Montanez, you're Licensed Insurance Agent

Many of my clients have often asked …"why do you specialize in Medicare?

The reason is simple. Medicare is very confusing with the many rules and benefit guidelines.  It takes skill to understand and explain Medicare.  It takes patience to listen to your concerns and provide real answers. That is why I enjoy selling Medicare insurance.


I have learned to Love Minnesota

Gene is originally from California and move to Minnesota in 1991. Gene served 7 years in the NAVY Mobile Inshore Undersea Warfare Group. He has spent over 15 years in technical and engineering sales and marketing while working for certified Government test laboratories, selling test and advanced technology manufacturing services to Aerospace, DOD, and Military contractors. For twelve years he owned a Manufacturing Representative company prior to selling insurance.


Giving back and paying forward comes naturally

Gene has been a Prayer Chaplain and Healing Minister at Unity church in Golden Valley, is a former non-profit board member of the Twin Cities Community Gospel Choir, a member of the Robbinsdale Chamber of Commerce, a former member of the Robbinsdale Senior Commission, a past member of the Robbinsdale Corridor Development Initiative advisory committee, currently represents the City of Robbinsdale on the Met Counsel Blue Line Extension project, is on the Property & Finance and Financial Oversite committee of Robbinsdale Parkway UCC church, is trained as an 11th hour Hospice Douala for those who are transition from life, a REIKI Master and hands-on healer, a certified sailing vessel charter captain, a Blackfoot Native American Indian, traditional drum maker, ceremonial pipe maker and carrier, and a professional musician.


Today, Gene is agency owner of Turning Point Advisors.

Turning Point Advisors is a health insurance agency certified to represent and sell Medicare health insurance and other related senior insurance products. 


Yearly certifications to sell Medicare products

Each year Gene undergoes mandatory re-certification through AHIP and re-certification for all insurance companies and products he represent.  It is not uncommon to have 15-18 yearly certifications. Passing scores on exams are a minimum of 90% or higher.


In order to sell Medicare, he has to be in good standing with the Department of Insurance and CMS, provide his own Errors & Emissions and Cyber insurance, have all licenses and fees up to date, take a yearly refresher courses in Ethics, as well as additional mandatory continuing education and product courses.



  


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