Business Details
Your Trusted Insurance Partner in Logan, Utah
At Broadbent Financial Services, we approach our work as a partnership with our clients, built on transparency and mutual trust. With decades of combined experience in the insurance industry, our team specializes in navigating complex healthcare reforms and evolving market conditions to deliver tailored solutions for individuals and businesses. Our commitment to integrity drives every decision, from selecting coverage options to resolving claims efficiently. We prioritize personalized service, leveraging our expertise in medical, dental, vision, life, and retirement planning products to ensure clients receive comprehensive protection.By maintaining active roles in professional organizations like the Utah Association of Health Underwriters and National Association of Insurance Financial Advisors, we stay at the forefront of industry developments to better serve our community. Our track record of long-term client relationships reflects our dedication to simplifying insurance complexities while maintaining affordability and accessibility.
Services
Health Insurance
Medicare Plans
Dental Insurance
Life Insurance
Retirement Plans
Group Benefits
Vision Insurance
Disability Insurance
Annuities
Flexible Spending Accounts
Highlights and features
- We offer over 35 years of experience in insurance and employee benefits.
- Our team holds leadership roles in state and national insurance associations.
- We provide personalized Medicare and retirement planning solutions.
- We specialize in helping businesses optimize employee benefit packages.
- Our staff includes experts in claims resolution and insurance compliance.
What people say
Straight-forward, knowledgeable, helpful advice
Professional and dedicated staff
Excellent, cost-effective options
Incredible job serving insurance needs
Highly recommend their services
Services
Health Insurance
We provide comprehensive health insurance solutions for individuals and families. Our experts help clients navigate marketplace options and direct carrier plans to find affordable coverage. With expertise in HSA-compatible plans and international medical insurance, we ensure protection for diverse needs while maintaining compliance with evolving healthcare regulations.
Group Benefits
Our group benefits programs help businesses attract and retain talent through competitive insurance packages. We specialize in designing customized plans including health, dental, vision, and retirement options that offer tax advantages for employers while meeting employees' healthcare needs through major carriers and compliance frameworks.
Medicare Plans
We offer specialized Medicare Advantage and Supplement plans tailored to individual needs. Our certified specialists help seniors navigate enrollment periods, coverage options, and prescription drug plans while providing ongoing support to ensure continued satisfaction with selected Medicare solutions.
Retirement Planning
Our retirement planning services include traditional and Roth IRA options, 401(k) plans, and annuities. We help clients create diversified portfolios that align with their financial goals while providing expert guidance on tax-efficient withdrawal strategies and long-term care considerations.
Dental Insurance
We offer comprehensive dental insurance plans covering preventive care, major procedures, and orthodontic treatments. Our team helps clients select cost-effective options with nationwide provider networks while providing ongoing support for claims resolution and coverage adjustments.
People
Richard Broadbent
CEO and President
Insurance industry leader with 35+ years experience. Served on multiple healthcare advisory boards and hospital foundations. Active in Utah and National Association of Health Underwriters since 1989. Recognized for contributions to insurance policy development and client advocacy.
James Broadbent
Vice President
Business insurance specialist since 2005. Expert in innovative benefit funding strategies. Holds MIS degree from Utah State University. Helps companies create competitive employee packages while maintaining focus on work-life balance and community involvement.
Jan Richins
Office Manager
Benefits administration expert with 16 years of insurance claims experience. Specializes in individual client solutions and claims resolution. Combines technical expertise with personalized service to ensure client satisfaction through effective problem-solving and plan implementation.
Rachelle Wight
Medicare Specialist
Certified Medicare benefits expert with extensive banking industry experience. Focuses on matching seniors with appropriate coverage options. Provides comprehensive guidance on plan selection, enrollment, and ongoing support for beneficiaries navigating complex healthcare systems.
Questions
What types of insurance do you offer?
We provide health, dental, vision, life, disability, Medicare, retirement plans, and group benefits for businesses. Our specialists help clients select coverage that matches their specific needs and budget.
How can you help businesses with employee benefits?
We design customized group insurance packages that attract talent while offering tax advantages. Our team assists with plan selection, compliance, and ongoing management of health, dental, vision, and retirement benefits for employers.
Do you specialize in Medicare plans?
Yes, we have dedicated Medicare specialists who help clients navigate Advantage and Supplement plans. We provide personalized guidance on enrollment, prescription coverage, and plan comparisons to ensure optimal senior healthcare solutions.
Are you available for in-person consultations?
We welcome in-person meetings at our Logan office. Clients can also schedule phone consultations or virtual meetings through our website to discuss insurance needs and coverage options.
How do you stay updated on insurance regulations?
Our team maintains active memberships in professional organizations like NAHU and NAIFA. We participate in industry advisory boards and complete ongoing education to stay current with healthcare reform and insurance policy changes.
Videos
