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Medicare Minute: Our Story

May 12, 2023

For our second Blog installment.  Fanny and I thought we might give you all a little back story about us and our company.  Our original company was called Polenzani Benefits, founded in 1975 - 48 Years ago by Tom Polenzani in Pasadena California. For over 40 years Polenzani Benefits Insurance Services (PBIS) built a strong reputation as a leader in the field of employee benefits. As a result of the increased regulations associated with healthcare, specifically Medicare, over the past 7 years PBIS decided to focus primarily on Medicare healthcare insurance and in early 2016 PBIS was rebranded to Polenzani Benefits Individual Insurance (PBII). 

Fanny Pacheco brings 18 years of Healthcare Management experience to the PBI Insurance team. Fanny managed multi-specialty healthcare facilities throughout Southern California before bringing her experience to PBI Insurance. Fanny is PBI Insurance’s primary Medicare expert where she uses her unique provider perspective background to provide Medicare Eligible Members unsurpassed advice regarding their ongoing HealthCare needs. She graduated with honors from California State University, Los Angeles with a Bachelor of Science in Business Administration. Fanny recently relocated to AZ with her husband and son.  She splits her time between the two states, beginning to grow our AZ market for Medicare.

Kim Caldwell has over 20 years of experience working in the Human Capital Management field as the Vice President of Divisional Operation for Aerotek. Her experience is in Business Development, Operations and Strategic Direction. Seven years ago ; for her second career Kim became a managing partner at PBI Insurance. Kim has dedicated her time to understanding Medicare and is passionate about helping Medicare Eligible members understand their Medicare Options. Kim was raised in South Africa. She was awarded a track scholarship to Wichita State University where she earned her degree in Business with a Major in Accounting. Kim calls the USA her home after becoming a US Citizen.  Kim lives in Pasadena, CA with her husband and two young adult sons!

Our team has grown and now also includes Elie Lopez who is working towards getting her insurance license making her a valuable addition to the family.  She has worked with us for over 2 years and has really become a Medicare expert in her own right.  Dino Ruiz is the newest member and has been learning the ropes these past 7 months.  He was brought on to help us through our incredibly busy time in 2022 during the Annual election period for Medicare.  His help in assisting us process applications, run prescription quotes and update our back office has proven  invaluable. 

We are sincerely committed to our field of expertise.  MEDICARE.  We embrace all of the complexities that are associated with this Federal Program.  Each day based on our interactions with our clients and prospective clients we continue to build our knowledge base to effectively advise and educate our Medicare Eligible members how to effectively navigate their Medicare Journey.