Our team of experts is here to assist with all of your health insurance needs. We have over 20+ years of experience specializing in the Affordable Care Act, HealthCare.gov, Medicare Supplements, Medicare Advantage, individual health insurance plans & small group insurance options.
Todd Catlin Partner - Health insurance, Small Group & Medicare specialist
Todd specializes in under-65 individual health insurance, short-term insurance, international travel policies, Medicare supplements, Medicare Advantage plans, prescription drug plans (PDP), small group health insurance both fully insured and self-funded, and Health Sharing plans with Direct Primary Care (DPC) arrangements.
Todd has been the owner of Transition Health Benefits since 1999 and has been in the insurance industry for more than 25 years. His experience includes working with Employers Health Insurance (now Humana) in Los Angeles, California, and also for American Medical Security (part of United Healthcare) in Davenport, Iowa, and Milwaukee, Wisconsin.
He is a Member of the National Association of Health Underwriters (NAHU) where he participates in the Individual Health Plan working group, former State Legislative contact for WAHU, and a former board member of Wisconsin's Health Insurance Risk-Sharing Plan (HIRSP). Todd is also an active participant in a collaborative effort amongst Covering Wisconsin, the Milwaukee Enrollment Network (MKEN), and WI State agents and brokers to promote enrollment into health insurance coverage. Todd has also participated in monthly calls with CMS and a select group of nationwide brokers to help shape initiatives with the Federal Marketplace. He attended Miami of Ohio University and received a double management major and a minor in marketing.
Direct Phone: 262-439-4560 | Email
Shop & apply for ACA plans via Todd’s personal link Click Here
Do you need Dental or Vision Insurance? Visit my personal link with Delta Dental of WI: Click Here
Connect with me on LinkedIn
Kevin Truebenbach - Partner - Health insurance, Medicare Advantage & Medicare supplement expert - licensed in 30+ states
Kevin has been providing education on Individual Insurance, Dental, Life, Medicare Supplement, and Medicare Advantage plans since 1999. He provides seminars and webinars throughout the year, open to clients and anyone interested in learning about healthcare coverage solutions. He is a seasoned broker dedicated to ensuring all clients receive the quality care and coverage they deserve at a price they can afford.
Kevin is licensed in the following states: Arizona, Alabama, Colorado, Florida, Georgia, Iowa, Illinois, Indiana, Kansas, Kentucky, Louisiana, Michigan, Maryland, Missouri, Mississippi, North Carolina, New Hampshire, New Mexico, Nevada, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, Wisconsin, and West Virginia.
Kevin is a graduate of Winona State University. Outside of the office, he enjoys golf, camping, riding his Harley, and enjoying the outdoors. He is married to Carrie who is a Physical Therapist and 2 wonderful kids Ty & Talia.
Direct Phone: 262-439-4570 | Call/Text: 262-784-7344 | Email
Shop & apply for ACA plans via Kevin’s personal link Click Here
Shop & apply for Medicare plans via Kevin’s personal link www.getmedicarefromkevin.com
Do you need Dental or Vision Insurance? Visit my personal link with Delta Dental of WI: www.getdentalfromkevin.com
Connect with me on LinkedIn Check out my listing on Medicaresupp.org website
SuSAN CYR - Health insurance & Medicare Supplement, Medicare advantage insurance specialist
Sue Cyr is involved in sales and customer service for individual and family health insurance plans for under-age 65 clients and Medicare-eligible clients. She is certified to sell all of the major healthcare reforms, Medicare Supplement, Medicare Advantage, and Part D prescription plans. Sue corresponds with each client every time their plan renews to offer recommendations personalized to their needs.
In addition, Sue administers Transition Health Benefit's two dental and vision insurance trust plans. These are unique group products for individuals and very small groups offering comprehensive benefits and a reasonable premium. Sue is responsible for enrollment, renewal, commissions, and customer service.
Sue has been with Transition Health Benefits formerly known as Liberty Insurance Group since August of 1992 with experience in the insurance field since 1987. With her background and extensive knowledge, she is able to adapt quickly to the rapidly changing health insurance industry.
Sue is married into a blended family with 4 adult children and 10 grandchildren, 8 in the immediate area. She enjoys spending time with her family, walking on the nature trails near their home, making jewelry, reading mysteries, and watching movies.
Direct Phone: 262-439-4566 | Email
Shop & apply for ACA plans via Susan’s personal link Click Here
Shop & apply for Medicare plans via Susan’s personal link www.getmedicarefromsusan.com
Do you need Dental or Vision Insurance? Visit my personal link with Delta Dental of WI: www.getdentalfromsusan.com
Connect with me on LinkedIn
Amanda McGinness -Health Insurance & Medicare Specialist, Agent coordinator
Amanda McGinness is certified to sell all the major healthcare reform (ACA) for under-age 65 clients, and Medicare Supplement, Medicare Advantage, and Part D prescription plans for over-age 65 clients. Amanda corresponds with each client when their plan renews to offer recommendations personalized to their situation.
Amanda has been with Transition Health Benefits (formerly known as Liberty Insurance Group) since September 1999. She has worked with Transition Health Benefits in multiple capacities through the years and is now a liaison for the agents appointed with our agency as well as a fully licensed agent.
Direct Phone: 262-439-4568 | Call/Text: 262-784-7344 | Email
Shop & apply for ACA plans via Amanda’s personal link Click Here
Shop & apply for Medicare plans via Amanda’s personal link www.getmedicarefromamanda.com
Do you need Dental or Vision Insurance? Visit my personal link with Delta Dental of WI: www.getdentalfromamanda.com
Connect with me on LinkedIn
Rae Sheedy - She has retired and our thb team will be assisting her clients.
Rae Anne Sheedy will be missed…
Call/Text our office : 262-784-7344
Sue Vermey - aca HEALTH insurance & small group INSURANCE SPECIALIST
Sue Vermey is fully licensed in both health and life insurance. She has over fifteen years of experience working with small groups and individual health insurance needs. Similarly, Sue has an additional ten years of experience working with various companies to provide employee benefits programs. Her knowledge of the industry continues to prove valuable in her work here at Transition Health Benefits (THB).
Direct Phone: 262-439-4781 | Call/Text: 262-784-7344 | Email
Shop & apply for ACA plans via Sue’s personal link Click Here
Do you need Dental or Vision Insurance? Visit my personal link with Delta Dental of WI: www.getdentalfromsue.com
Connect with me on LinkedIn
Jennifer martin - Health insurance & Medicare Supplement, Medicare advantage insurance specialist
Jennifer Martin is a WI licensed health and life agent providing quality customer sales service with individual health insurance, short-term, and other alternative options as well as Medicare Supplement, Medicare Advantage, and Prescription Drug plan products. Jennifer is Kevin Truebenbach’s left & right hand, we are a great team.
Jennifer attended the University of Nebraska and has over 20 years of experience in the insurance industry holding various management and underwriting positions.
Direct Phone: 262-439-4783 | Call/Text: 262-784-7344 | Email
Shop & apply for ACA plans via Jennifer’s personal link Click Here
Shop & apply for Medicare plans via Kevin’s & Jennifer’s personal link www.getmedicarefromjennifer.com
Connect with me on LinkedIn
Tim SCHAPPEL - ANCILLARY, New agent trainer, Medicare supplement, medicare advantage & ACA HEALTH INSURANCE SPECIALIST
Tim has over 25 years of experience marketing Individual Medical, Ancillary Health, and Travel Medical products to consumers and producers. He has held senior positions with large national health insurance carriers with an emphasis on marketing, training, education, and development of producers, and regional and national distribution.
He is a licensed representative in Wisconsin and a graduate from UW-Whitewater with a BBA in Finance.
When he is not in the office he can be found on the ice playing hockey and spending time with his two children, Jakob and Elizabeth.
Direct: 262-439-4567 | Office: 262-784-7344 | Email
Shop & apply for ACA plans via Tim’s personal link Click Here
Shop & apply for Medicare plans via Tim’s personal link www.getmedicarefromtim.com
Do you need Dental or Vision Insurance? Visit my personal link with Delta Dental of WI: www.getdentalfromtim.com
Connect with me on LinkedIn
Megan Enerson - Health insurance & Medicare Supplement, Medicare advantage insurance specialist
Megan specializes in Medicare Advantage and Medicare Supplement, under 65 ACA/Marketplace individual health insurance, dental, vision, and travel insurance. She has been a licensed broker since 2012 and has previous experience in the health insurance industry as an account executive serving individuals and small employers. Her goal is to make sure each client not only finds the coverage that is the best fit for them but also feels confident in how to utilize it.
Outside of the office she enjoys spending time with her family, friends, and two golden doodles Wally and Ginger.
Direct: 262-439-4569 | Call/Text: 262-784-7344 | Email
Shop & apply for ACA plans via Megan’s personal link Click Here Megan’s Medicare Link www.getmedicarefrommegan.com
Do you need Dental or Vision Insurance? Visit my personal link with Delta Dental of WI: www.getdentalfrommegan.com
Connect with me on LinkedIn
Ben Zang - Licensed health insurance ACA Agent & Small Group.
Ben is licensed to sell all the major small group and ACA plans.
After owning a business for almost 2 decades, Ben moved on to family life and a life of consulting for the past decade. He has helped businesses in a variety of fields from operations, and technology to Employee Benefits. It is his diverse background and network of experts that lends value and perspective to his clients. His philosophy on business is that it’s very much like raising his 3 children. They grow and change over time, so what fits today may not fit tomorrow. There will be a season for celebration and a season for tough conversations, but always there should be trust and honesty between them. It is with this reverence and responsibility that Ben builds his small group practice
Direct Phone: 262-261-4223 | Call/Text: 262-784-7344 | Email
Do you need Dental or Vision Insurance? Visit my personal link with Delta Dental of WI: Click Here
Connect with me on LinkedIn Schedule an online appointment with Ben Click Here
Lana Bell - Licensed in Health and Life Insurance, specializing in Medicare and ACA insurance.
Lana Bell comes to us with over 30 years of Customer Service experience. She most recently worked for 3 years as an Administrative Assistant with a different Insurance Broker. Prior to this she was a Prior Authorization Specialist and assisted clients with obtaining coverage from Insurance Companies. So, Lana has the knowledge of how to guide our clients to get the most from their Insurance Benefits. She is now Licensed in Health and Life Insurance and will be specializing in Medicare and ACA insurance.
Lana has 2 grown children and 3 beautiful grandchildren with whom she loves spending her free time.
Direct Line: 262-216-1020 | Email | Fax: 262-821-0508
Call/Text: 262-784-7344 Shop Medicare plans: www.getmedicarefromlana.com
Do you need health insurance call or text me or visit my quoting link: Click Here
kate rodewald - Marketing coordinator
Kate is a graduate of Concordia University, Wisconsin. Outside of the office she enjoys spending time with her friends, golfing, and playing volleyball.
Direct Phone: 262-261-4224 | Call/Text: 262-784-7344 | Email
Connect with me on LinkedIn
Monica Lopez - Bilingual Administrative assistant and client coordinator
Direct Phone: 262-216-1023 | Call/Text: 262-784-7344 | Email
Janice Kunkel - Administrative assistant and New business coordinator
Direct Phone: 262-439-4571 | Office: 262-784-7344 | Email
tom griesman - Health insurance & Medicare Supplement, Medicare advantage insurance specialist
Tom Griesman is a Carthage College graduate who majored in Business and Economics. He has spent his career in various sales and marketing positions, with an emphasis on providing the very highest level of customer service.
With a combined 11 years of experience in the insurance field, Tom is providing both individual health and Medicare-related products to his clients at Transition Health Benefits. Let Tom show you the dedication that his other clients enjoy.
Email | Phone: 262-439-4782 | Connect with me on LinkedIn
Do you need Dental or Vision Insurance? Visit my personal link with Delta Dental of WI: Click Here
Paul Sohn - Health insurance & Medicare Supplement, Medicare advantage insurance specialist
Paul is a member of the National Association of Benefits and Insurance Professionals (NABIP) which is the preeminent organization for health insurance and employee benefits professionals, working diligently to ensure all Americans have access to high-quality, affordable healthcare and related benefits. Before his 25+ years in the insurance industry, Paul studied and worked in Accounting and Finance which positions him well in assisting individuals and small to mid-size businesses with their insurance needs including:
Group Health Insurance
Individual Health Insurance
Medicare Supplements
Medicare Advantage Plans
ICHRA’s – Individual Choice Health Reimbursement Accounts
PDP’s – Prescription Drug Plans
Paul has a passion for saving and investing as much money as possible while educating employees and business owners on how to do the same. His public speaking and presentation skills help to drive employee buy-in during open enrollment meetings. Paul and his wife Lisa spend much of their free time entertaining family and friends on Kilby Lake in Montello, WI. In addition, they enjoy traveling, bicycling, cooking, and eating out. Much of that passion comes from the Food Network, Diner, Drive-Ins and Dives, and the infamous Guy Fieri.
Email: | Phone: (262) 216-1024 | Connect with me on LinkedIn
Dan Monahan - Health insurance & Medicare Supplement, Medicare advantage insurance specialist
Dan specializes in Health Insurance for the Self Employed, Medicare Eligible, Small Businesses, and those who don’t have access to Employer Coverage. His office is located in Milwaukee’s Third Ward near the Public Market but he will also come to your home or business and/or meet at our Brookfield location. Please visit his online calendar at www.ScheduleWithDan.com to set up a call or meeting on a day and time that works for you. Dan works out of his Milwaukee office, not located in Brookfield.
Direct Phone: 414-426-8256 Fax: 800-211-0976 | Email | Connect with me on LinkedIn
Do you need Dental or Vision Insurance? Visit my personal link with Delta Dental of WI: Click Here
CHRISTOPHER SPEECE - HEALTH Insurance, Medicare & Dual eligible SPECIALIST
Direct Phone: 262-439-4562 | Email | Connect with me on LinkedIn
Do you need Dental or Vision Insurance? Visit my personal link with Delta Dental of WI: Click Here