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The Center for Senior Benefits

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Namestring
The Center for Senior Benefits
Legal namestring
The Center for Senior Benefits
Company typeenum
Private
Founded yearstring
-
Descriptiontext

The Center for Senior Benefits is a privately held insurance brokerage headquartered in Salt Lake City, Utah, that distributes Medicare, supplemental health, life insurance, long-term care, and annuity products to U.S. seniors and Medicare-eligible individuals. Its core product set includes Medicare Advantage plans, Medigap (Medicare Supplement) policies, long-term care coverage, life insurance (including whole life and final expense), and fixed and fixed index annuities. The business operates on a commission-based revenue model in which clients receive consultations, educational resources, and enrollment assistance at no cost; the company is compensated through carrier commissions on policies sold and through structured commissions paid to credit union partners.

The company serves consumers through three channels: a national field agent network that conducts direct consultations, inside-sales outreach via phone and website contact forms, and a B2B credit union partnership program in which credit unions earn commissions ($694 initial, $347 annual renewal per Medicare Advantage enrollment, with state-specific adjustments) for educating and enrolling their Medicare-eligible members. An agent recruitment program supports ongoing channel expansion. The technology stack is limited to a content and lead-generation website (centerforseniorbenefits.com) with no proprietary platform, no mobile application, no disclosed APIs or SDKs, and no AI/ML capabilities described.

The company is independently owned with no disclosed institutional investors, parent entity, or funding history. No headcount, revenue, or financial performance data is available in the source material. Compliance posture is supported by an updated Privacy Policy (November 12, 2025) that asserts HIPAA and CCPA compliance for handling Protected Health Information and California resident data.

Short descriptiontext

The Center for Senior Benefits is a privately held insurance brokerage that distributes Medicare, supplemental health, life insurance, long-term care, and annuity products to U.S. seniors through agent networks, credit union partnerships, and direct consumer outreach.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersSalt Lake City, United States
HQ citystring
Salt Lake City
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
Medicare insurance brokerage, senior retirement planning, Medicare Advantage plans, Medigap supplemental insurance, long-term care insurance
Industry2 codes
1Benefits, Insurance & Entitlement Navigation (Medicare/Medicaid/VA/LTC)
CodeHSABAIAGPrimaryYes
2Retirement Planning & Financial Education for Seniors
CodeEDAAAMAFPrimaryNo
NAICS code1 code
  • Services for the Elderly and Persons with Disabilities624120
SIC code3 codes
  • Insurance Agents, Brokers & Service6411
  • Accident & Health Insurance6321
  • Life Insurance6311
Product category
Insurance Brokerage Services
GTM motion2 records

Each record includes

Type, Description, Source

Revenue model2 records
1Insurance Carrier Commissions
TypeAffiliate Referral
Description

The company serves as a private insurance brokerage and earns commissions from insurance carriers when clients enroll in Medicare Advantage, Medigap, life insurance, annuities, or long-term care policies. All services are provided free of charge to clients.

centerforseniorbenefits.com
2Credit Union Partnership Commissions
TypeAffiliate Referral
Description

Credit unions earn commissions ($694 initial per Medicare Advantage enrollment, $347 annual renewal) by helping their Medicare-eligible members enroll in plans, with the company facilitating and supporting the process.

centerforseniorbenefits.com
Marketing channels4 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Personnel, Operations, Marketing or Sales, Technology or R&D
Pricing details2 tiers
1Free Client Services
ModelFreemiumBilling cadenceOthers
Notes

Services provided at no cost to clients; company earns commissions from insurance carriers.

centerforseniorbenefits.com
2Credit Union Partner Commissions
ModelTransaction based/ take rateBilling cadenceMulti-year contract
Notes

$694 initial enrollment commission ($864 CA & NJ, $781 CT/DC/PA); $347 annual renewal ($432 CA & NJ, $391 CT/DC/PA)

centerforseniorbenefits.com
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

The Center for Senior Benefits is a private insurance brokerage that provides free advisory and enrollment services for Medicare-related health plans (Medicare Advantage, Medigap/Medicare Supplement), life insurance (including whole life and final expense), long-term care insurance, and retirement income products (fixed and fixed index annuities). The company is compensated through commissions paid by insurance carriers when clients enroll in policies.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 value
  • Services provided at no cost to clients
Product overview1 text field

The Center for Senior Benefits is a private insurance brokerage offering a comprehensive suite of retirement planning and insurance products. The portfolio centers on Medicare-related solutions (Medicare Health Plan, Medicare Advantage, Medigap/Medicare Supplement), complemented by life insurance products (Life Insurance, Whole Life Insurance, Final Expense Insurance), long-term care protection (Long Term Care Insurance), and retirement income products (Fixed Annuities, Fixed Index Annuities). The company also operates B2B programs for credit unions and insurance agents seeking to serve the senior market. All services are provided free to clients, with the company earning commissions from insurance carriers.

Product and service12 records
1Medicare Health Plan
CategoryMedicare Health Insurance
2Medicare Advantage
CategoryMedicare Health Insurance
3Medigap Plans (Medicare Supplement)
CategoryMedicare Supplemental Insurance
4Long Term Care Insurance
CategoryLong-Term Care Insurance
5Life Insurance
CategoryLife Insurance
6Whole Life Insurance
CategoryLife Insurance
7Final Expense Insurance
CategoryFinal Expense Insurance
8Retirement Planning
CategoryRetirement Planning
9Fixed Index Annuities
CategoryAnnuities
10Fixed Annuities
CategoryAnnuities
11Credit Union Medicare Partnership Program
CategoryPartner Channel Program
12Agent Partnership Program
CategoryAgent Recruitment Program
Scale indicator2 records

Each record includes

Type, Value, Description, Source

Partnership2 partners
Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Credit unions partner with The Center for Senior Benefits to educate their Medicare-eligible members about available health plan options. Credit unions earn commissions ($694 initial, $347 annual renewal per enrollment) while providing a valuable member service. The company provides training, support, and systems to help credit unions launch and maintain Medicare enrollment services.

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

The company works as a brokerage with multiple insurance carriers to offer Medicare Advantage, Medicare Supplement, life insurance, annuity, and long-term care products to clients. They facilitate quotes, process applications, and enroll clients in appropriate plans.

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
TypeBroad incumbent
Description

Humana is one of the largest Medicare Advantage carriers in the U.S. and operates its own direct enrollment channels — a broad incumbent that competes for the same senior insurance dollar and increasingly disintermediates independent brokerages.

TypeDirect peer
Description

SelectQuote is a direct-to-consumer insurance distributor specializing in senior market life, Medicare, and final expense products, using a call-center-driven agent model — directly comparable in target customer (seniors), product set, and commission-driven revenue model.

TypeDirect peer
Description

eHealth is a publicly traded health insurance marketplace that sells Medicare Advantage, Medicare Supplement, and individual/family plans via web, call center, and agent channels — directly comparable to Center for Senior Benefits' multi-channel Medicare brokerage model.

TypeBroad incumbent
Description

New York Life is a large life insurance and annuity carrier with a captive agent force selling retirement and life products to the senior demographic — a broad incumbent competing for the same retirement planning and life insurance wallet share.

TypeBroad incumbent
Description

UnitedHealthcare is the largest Medicare Advantage carrier and partners with AARP for Medicare products, offering direct-to-consumer enrollment and agent networks — a broad incumbent that competes both as a carrier partner and an alternative distribution channel.

TypeDirect peer
Description

GoHealth is a leading Medicare-focused health insurance marketplace and brokerage that connects consumers with Medicare Advantage, Medicare Supplement, and Part D plans through a national agent and digital channel — directly comparable in product mix and target customer to The Center for Senior Benefits.

TypeBroad incumbent
Description

Anthem/Elevance Health is a major Medicare Advantage and Medicare Supplement carrier offering direct enrollment alongside independent broker channels — a broad incumbent and partner carrier whose distribution choices directly shape the company's commission economics.

TypeBroad incumbent
Description

Mutual of Omaha is a long-standing insurance carrier offering Medicare Supplement, life insurance, and long-term care products via independent agent networks — a broad incumbent that the company places business with and that competes in similar senior markets.

TypeDirect peer
Description

Senior Market Sales is an insurance brokerage and IMO specializing in Medicare, life, and annuity products for the senior market via independent agents and partner institutions — directly comparable as a niche brokerage in the same senior distribution channel.

TypeDirect peer
Description

Bankers Life is a senior-focused insurance agency offering Medicare Supplement, Medicare Advantage, long-term care, and life insurance products through a national agent network — a directly comparable senior insurance distribution model.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment2 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

The Center for Senior Benefits

Insurance Brokerage Servicescenterforseniorbenefits.com

The Center for Senior Benefits is a privately held insurance brokerage that distributes Medicare, supplemental health, life insurance, long-term care, and annuity products to U.S. seniors through agent networks, credit union partnerships, and direct consumer outreach.

What The Center for Senior Benefits does

The Center for Senior Benefits is a privately held insurance brokerage headquartered in Salt Lake City, Utah, that distributes Medicare, supplemental health, life insurance, long-term care, and annuity products to U.S. seniors and Medicare-eligible individuals. Its core product set includes Medicare Advantage plans, Medigap (Medicare Supplement) policies, long-term care coverage, life insurance (including whole life and final expense), and fixed and fixed index annuities. The business operates on a commission-based revenue model in which clients receive consultations, educational resources, and enrollment assistance at no cost; the company is compensated through carrier commissions on policies sold and through structured commissions paid to credit union partners.

The company serves consumers through three channels: a national field agent network that conducts direct consultations, inside-sales outreach via phone and website contact forms, and a B2B credit union partnership program in which credit unions earn commissions ($694 initial, $347 annual renewal per Medicare Advantage enrollment, with state-specific adjustments) for educating and enrolling their Medicare-eligible members. An agent recruitment program supports ongoing channel expansion. The technology stack is limited to a content and lead-generation website (centerforseniorbenefits.com) with no proprietary platform, no mobile application, no disclosed APIs or SDKs, and no AI/ML capabilities described.

The company is independently owned with no disclosed institutional investors, parent entity, or funding history. No headcount, revenue, or financial performance data is available in the source material. Compliance posture is supported by an updated Privacy Policy (November 12, 2025) that asserts HIPAA and CCPA compliance for handling Protected Health Information and California resident data.

The Center for Senior Benefits firmographics

Firmographics
Name
The Center for Senior Benefits
Legal name
The Center for Senior Benefits
Website
https://centerforseniorbenefits.com
Company type
Private
Operating status
Operating
Headcount range
1–10 employees
Short description
The Center for Senior Benefits is a privately held insurance brokerage that distributes Medicare, supplemental health, life insurance, long-term care, and annuity products to U.S. seniors through agent networks, credit union partnerships, and direct consumer outreach.
Ownership category
akta.pro rank

The Center for Senior Benefits industry classification

Industry
Product category
Insurance Brokerage Services
NAICS
Services for the Elderly and Persons with Disabilities (624120)
SIC
Insurance Agents, Brokers & Service (6411), Accident & Health Insurance (6321), Life Insurance (6311)
akta.pro primary industry
Benefits, Insurance & Entitlement Navigation (Medicare/Medicaid/VA/LTC) (HSABAIAG)
akta.pro secondary industry
Retirement Planning & Financial Education for Seniors (EDAAAMAF)

Keywords

  • Medicare insurance brokerage
  • Senior retirement planning
  • Medicare Advantage plans
  • Medigap supplemental insurance
  • Long-term care insurance

Where The Center for Senior Benefits is headquartered

Location

Headquarters

HQ city
Salt Lake City
HQ country
United States
HQ region
North America

Offices1 record

Markets served

The Center for Senior Benefits business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

  1. Insurance Carrier Commissions: The company serves as a private insurance brokerage and earns commissions from insurance carriers when clients enroll in Medicare Advantage, Medigap, life insurance, annuities, or long-term care policies. All services are provided free of charge to clients.
  2. Credit Union Partnership Commissions: Credit unions earn commissions ($694 initial per Medicare Advantage enrollment, $347 annual renewal) by helping their Medicare-eligible members enroll in plans, with the company facilitating and supporting the process.

Pricing tiers

ModelBillingPrice
FreemiumOthersFree Client Services
Transaction based/ take rateMulti-year contractCredit Union Partner Commissions

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

The Center for Senior Benefits product offering

Product offering

Core offering

The Center for Senior Benefits is a private insurance brokerage that provides free advisory and enrollment services for Medicare-related health plans (Medicare Advantage, Medigap/Medicare Supplement), life insurance (including whole life and final expense), long-term care insurance, and retirement income products (fixed and fixed index annuities). The company is compensated through commissions paid by insurance carriers when clients enroll in policies.

Product overview

The Center for Senior Benefits is a private insurance brokerage offering a comprehensive suite of retirement planning and insurance products. The portfolio centers on Medicare-related solutions (Medicare Health Plan, Medicare Advantage, Medigap/Medicare Supplement), complemented by life insurance products (Life Insurance, Whole Life Insurance, Final Expense Insurance), long-term care protection (Long Term Care Insurance), and retirement income products (Fixed Annuities, Fixed Index Annuities). The company also operates B2B programs for credit unions and insurance agents seeking to serve the senior market. All services are provided free to clients, with the company earning commissions from insurance carriers.

Differentiator

Problem solved

Functional benefit

Products and services

  • Medicare Health Plan
  • Medicare Advantage
  • Medigap Plans (Medicare Supplement)
  • Long Term Care Insurance
  • Life Insurance
  • Whole Life Insurance
  • Final Expense Insurance
  • Retirement Planning
  • Fixed Index Annuities
  • Fixed Annuities
  • Credit Union Medicare Partnership Program
  • Agent Partnership Program

Quantifiable outcome

  • Services provided at no cost to clients

Companies that use The Center for Senior Benefits

Customer profile

Segments2 records

Ideal customer profiles2 records

The Center for Senior Benefits technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

The Center for Senior Benefits partnerships and signals

Strategic signal

Partnerships

Two partnerships are on record, tiered core.

  • Credit UnionscoreChannel Partner/ Reseller/ DistributorCredit unions partner with The Center for Senior Benefits to educate their Medicare-eligible members about available health plan options. Credit unions earn commissions ($694 initial, $347 annual renewal per enrollment) while providing a valuable member service. The company provides training, support, and systems to help credit unions launch and maintain Medicare enrollment services.
  • Insurance CarrierscoreChannel Partner/ Reseller/ DistributorThe company works as a brokerage with multiple insurance carriers to offer Medicare Advantage, Medicare Supplement, life insurance, annuity, and long-term care products to clients. They facilitate quotes, process applications, and enroll clients in appropriate plans.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

The Center for Senior Benefits competitors and assessment

Company assessment

Broad incumbents

  • Humana: Humana is one of the largest Medicare Advantage carriers in the U.S. and operates its own direct enrollment channels — a broad incumbent that competes for the same senior insurance dollar and increasingly disintermediates independent brokerages.
  • New York Life: New York Life is a large life insurance and annuity carrier with a captive agent force selling retirement and life products to the senior demographic — a broad incumbent competing for the same retirement planning and life insurance wallet share.
  • UnitedHealthcare (AARP Medicare): UnitedHealthcare is the largest Medicare Advantage carrier and partners with AARP for Medicare products, offering direct-to-consumer enrollment and agent networks — a broad incumbent that competes both as a carrier partner and an alternative distribution channel.
  • Anthem Blue Cross Blue Shield (Elevance Health): Anthem/Elevance Health is a major Medicare Advantage and Medicare Supplement carrier offering direct enrollment alongside independent broker channels — a broad incumbent and partner carrier whose distribution choices directly shape the company's commission economics.
  • Mutual of Omaha: Mutual of Omaha is a long-standing insurance carrier offering Medicare Supplement, life insurance, and long-term care products via independent agent networks — a broad incumbent that the company places business with and that competes in similar senior markets.

Direct peers

  • SelectQuote: SelectQuote is a direct-to-consumer insurance distributor specializing in senior market life, Medicare, and final expense products, using a call-center-driven agent model — directly comparable in target customer (seniors), product set, and commission-driven revenue model.
  • eHealth: eHealth is a publicly traded health insurance marketplace that sells Medicare Advantage, Medicare Supplement, and individual/family plans via web, call center, and agent channels — directly comparable to Center for Senior Benefits' multi-channel Medicare brokerage model.
  • GoHealth: GoHealth is a leading Medicare-focused health insurance marketplace and brokerage that connects consumers with Medicare Advantage, Medicare Supplement, and Part D plans through a national agent and digital channel — directly comparable in product mix and target customer to The Center for Senior Benefits.
  • Senior Market Sales (SGN): Senior Market Sales is an insurance brokerage and IMO specializing in Medicare, life, and annuity products for the senior market via independent agents and partner institutions — directly comparable as a niche brokerage in the same senior distribution channel.
  • Bankers Life: Bankers Life is a senior-focused insurance agency offering Medicare Supplement, Medicare Advantage, long-term care, and life insurance products through a national agent network — a directly comparable senior insurance distribution model.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

The Center for Senior Benefits social profiles

Digital presence

The Center for Senior Benefits financial estimates

Financial estimate

Revenue estimate

Valuation estimate

The Center for Senior Benefits leadership team

Management profile

Number of profiles

The Center for Senior Benefits funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

The Center for Senior Benefits M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Center for Senior Benefits

What does The Center for Senior Benefits do?

The Center for Senior Benefits is a private insurance brokerage that provides free advisory and enrollment services for Medicare-related health plans (Medicare Advantage, Medigap/Medicare Supplement), life insurance (including whole life and final expense), long-term care insurance, and retirement income products (fixed and fixed index annuities). The company is compensated through commissions paid by insurance carriers when clients enroll in policies.

Is The Center for Senior Benefits a public or private company?

The Center for Senior Benefits is a private company. It is classified as unknown and is currently operating.

When was The Center for Senior Benefits founded?

The Center for Senior Benefits was founded in -1. It employs 1 to 10 people.

Where is The Center for Senior Benefits based?

The Center for Senior Benefits is headquartered in Salt Lake City, United States, in the North America region.

How does The Center for Senior Benefits make money?

Two revenue lines are on record. Insurance Carrier Commissions are the primary driver. The others are credit Union Partnership Commissions.

Who are The Center for Senior Benefits's main competitors?

Broad incumbents on record are Humana, New York Life, UnitedHealthcare (AARP Medicare), Anthem Blue Cross Blue Shield (Elevance Health) and Mutual of Omaha. Direct peers are SelectQuote, eHealth, GoHealth, Senior Market Sales (SGN) and Bankers Life.

Does The Center for Senior Benefits have an API?

No public API is recorded for The Center for Senior Benefits.

What industry is The Center for Senior Benefits in?

The Center for Senior Benefits's product category is Insurance Brokerage Services. Its primary akta.pro industry code is HSABAIAG, Benefits, Insurance & Entitlement Navigation (Medicare/Medicaid/VA/LTC), with a secondary code of EDAAAMAF, Retirement Planning & Financial Education for Seniors. Its NAICS code is 624120 and its SIC code is 6411.

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