About Goldsum Insurance

Our mission at Goldsum Insurance Solutions is to provide the highest quality of customer service while guiding and educating individuals through the Medicare process. We strive to meet you where you are to take the mystery out of Medicare.

We offer Medicare and Life Insurance options to fit any array of lifestyles and budgets. We provide clear and straightforward information about your Medicare Plan options so that you will get the most suitable plan for you at the lowest cost. We help our clients protect their lifestyles and their assets.

Our services will never have a fee; our no-obligation consultations and training are free.

We offer a variety of Medicare, Health, and Life Insurance options to fit any array of lifestyles and budgets.​ We help our clients protect their lifestyles and their assets.

Goldsum Insurance is a woman-owned, family-operated business. Welcome to the family!​

Connie Holt

Connie has been in the senior insurance industry since 2008 and is the owner of Goldsum Insurance Solutions. Goldsum is a family-run business in Northern California specializing in Medicare Supplement, Medicare Advantage, Part D drug plans, and Life Insurance with Critical, Chronic, and Terminal benefits. We are licensed and appointed by various Medicare Insurance providers and several Life Insurance Companies. We are licensed to offer our services in California, Arkansas, Arizona, New Mexico, Nevada, Oregon, and Washington.

We can meet with you however you’re comfortable: at your home, over the phone, email chat, or live video ZOOM appointments. We want to ensure you feel safe; wherever we meet with you. Our services will never have a fee; our no-obligation consultations and training are free.

We will assist you in making the best coverage decisions based on your unique situation and location. When you call the office, we will set up a time to talk, get your questions answered, and ensure you are aware of and meet the many timelines required.

Contact Connie today at 415-517-6700

Connie Holt
Gabriel Bruen

Gabriel Bruen

Gabriel Bruen began his career with Trader Joe's, first as a crew member and then moving to Management. He is also a NASM Certified Personal Trainer.

Gabriel is an Independent Insurance Agent and joined Goldsum Insurance in 2020, where he enjoys helping people navigate the world of Medicare. He works with a variety of carriers.

Contact Gabriel today at 415-596-5968 OR 510-868-9160

Testimonials

“I liked her attitude, I liked the way she conducted herself, I liked her positivity, and I liked her professionalism. She was really easy to talk to and understand; she opened her books and went from a to z with me — not like some of those other insurance people who just lay out stuff and tell you, “Blah, blah, blah.” I’ve never been approached quite like that before by an insurance person. I was paying so much for my old plan - Connie got me a new plan and it cut my payments by 40%. Then she followed up and called me to see how things were, really going out of her way - just like a friend would, you know? She even sent over new business cards to keep me connected when she changed her phone number.”

Gloria Pavon
El Sobrante, CA
Medicare Advantage

“I’d talked to some other insurance people before Connie, but they didn’t seem too interested in answering my questions, or always seemed to be doing things at a rush, but Connie explained things that I didn’t understand - she was really helpful with that. And she saved me a lot of money! My regular insurer had raised my payments $300 to $900; now I pay just $58 for prescriptions, and $100-something for supplemental. Then, after I’d had knee surgery, I hit a “doughnut hole” where I’d have to pay more for my medications. Connie worked with me, and re- arranged my prescriptions so I’m only paying a fraction of what I’d have to pay. I was referred to Connie by a friend, and I’m really glad I found her. She’s looking out for me.”

Kay Corlett
Albany, CA
Medicare Supplement Insurance

“She got me a plan that was economically much better than the one I had. She is a fount of information, and through her guidance I was able to get referrals to the specialty doctors I needed. This has meant I’ve really improved since my cerebrovascular accident.”

Amika Prasad
Medicare Client
Medicare Advantage Plan

For more information, fill out the form below, and we will reach out to you.

This is a solicitation of insurance. By providing this information, you agree that an authorized representative or licensed insurance agent/producer may contact you by phone, email, or mail to answer your questions or provide additional information about Medicare Advantage, Part D or Medicare Supplement Insurance plans.

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