Legacy Benefit Advisors Testimonials

After working hard for your whole life, you deserve to enter into retirement stress free, and that's why LBA is a crucial resource for you and your family. The professional team at LBA can make sure you have the information you need in an easy-to-understand language so that you can make the best decisions possible.                                                                                    
Patrick Crowley, President, RI AFL-CIO

People don’t plan to fail but they sometimes fail to plan, and that certainly applies to retirement. First-hand experience with the team at LBA (Legacy Benefit Advisors) has proven that they have the experience, knowledge, and commitment to help make difficult decisions about Medicare, Social Security, and retirement planning less complicated. LBA can help provide the “peace of mind” from having confidence in your retirement strategy. 
Michael Sabitoni General Secretary Treasurer Laborers International Union of North America, Past Business Manager RI Laborers Local 271, President RI Building & Construction Trades Council

For over a decade LBA has provided the RIFTHP and its members with outstanding service. Bob and the entire LBA Team are experts in guiding both groups and individuals in the pursuit of quality medical, dental and other insurance coverages, in the most economic manner. With their professional advice many of our members were better prepared to navigate their options as they entered retirement. 
Frank Flynn, President RIFTHP

The expression "you don't know what you don't know" would have been appropriate with regard to my understanding of both Medicare and Social Security. But thanks to Bob Dumais and the team at LBA for patiently and painlessly filling all the gaps.  These topics are much more complicated than I ever understood them to be and it’s easy to see how making the wrong choices can adversely impact your health, lifestyle, and budget possibly forever. Thank you LBA for being RI Labor friendly and for lifting a huge burden from me and my husband. 
Maureen Martin, Past Secretary Treasurer RI AFL-CIO

Just a note to tell you that your presentation to our group was very informative and will be very useful to all of our members who were in attendance. Your organization is a much-needed resource especially to retirees who are in need of information on current events regarding their well-being. Your presentation accomplished that quite well and on behalf of our membership, I thank you. 
Jeremiah O’Connor, Chairman Pawtucket Public Safety Retirees Association, Past NEARI UniServ Rep, Past Teamsters Local 251 Business Agent

Legacy Benefit Advisors has been an invaluable resource for IUOE Local 57 Members who are transitioning to their retirement years. The LBA staff offers guidance in terms that everyone can understand. I highly recommend Legacy Benefit Advisors to anyone seeking sound, professional and reliable retirement advice.
Jim White, Business Manager Local 57 Operating Engineers

When I retired in 2016, I signed up for Social Security. What I didn’t realize was that I had to also sign up for Medicare Part B, Part D and a supplement. There was no document or vehicle to help me to navigate this retirement world. As a result, I wound up paying over $800 out of pocket in medical bills because my coverage was not complete prior to getting a medical procedure. The team at Legacy Benefit Advisors pointed me in the right direction and their advice and counsel was crucial to my situation. I regret that I did not contact LBA prior to my decision to retire so that I could have made better decisions from the onset. 
James Riley, Past Labor Liaison RI Institute for Labor Studies and Research, Retired Secretary Treasurer UFCW Local 328

It has been a pleasure to work with the representatives at Legacy Benefits Advisors. Bob Dumais and Mark Medeiros are knowledgeable and have up to date information when dealing with healthcare benefits.  They have been personable and innovative when discussing alternatives for my family and myself.  I highly recommend this group to anyone who needs to investigate and choose their healthcare coverage. 
Raymond J. Pouliot, Past NEARI Vice President, Member of the NEARI Retiree Executive Board

My business relationship with Robert Dumais spans several decades. I am an individual who has been responsible for representing and advocating for members in organizations that I have served in elected positions. In that capacity, I have dealt with numerous vendors and representatives in the benefits marketplace. Various types of insurance products and organizational discounts have been negotiated and provided for thousands of my members and others whom I have represented.
In recent years, Bob and the LBA Team, under the banner of Legacy Benefit Advisors, have worked closely with me and other organizational leaders who represent Retiree organizations under the umbrella of the Rhode Island Public Employees Retiree Coalition (RIPERC). Our members have benefitted significantly from this relationship, which has given rise to opportunities and access to benefit programs, which have positively impacted the lives of the members whom we represent.
The variety of health-related plans: dental, Medicare supplements, telemedicine, and informational and consultative services for groups and individuals, have been not only well received by our more than 6,000 members, but they have also been instruments that have attracted retirees to our organizations as a benefit of belonging.
The experience, professionalism, and responsiveness of Bob, and the LBA Team have become an invaluable resource to me and to other Retiree leaders. 
Roger P. Boudreau, President RI AFT/R Local 8037r, Chair RIPERC

I have known and worked with Bob Dumais throughout my twenty-three years as President of NEA Rhode Island and now for over a decade with his team at Legacy Benefits Advisors (LBA). They have provided our members, and union members across the state, with professional guidance as individuals and families have transitioned into retirement. Whether in a group setting or with individuals, they always have the time to be sure every question is answered and that our members feel good about the Medicare and Social Security decisions they are making. When it was time for my own retirement planning a few months ago, the first person I reached out to was Bob. He and John made sure Karen and I knew exactly what was available and helped us navigate the multitude of plans and options. As we left our first meeting with John, Karen said,” I feel so much better now and know we are in great hands.”  It was good to know that we had a partner helping us move forward in what can be a confusing time.

I would certainly recommend LBA to any member planning retirement and what is available to them. They will sit with you, ask questions and help each individual design the plan that best fits them. Now that we have gone through it personally, I understand how important it is to have that professional partner alongside you. LBA is the partner I want.

Larry Purtill, Past President NEA Rhode Island 1999-2022

I have known Bob Dumais since he was the "Labor Guy" at BCBSRI. His service to AFSCME Locals while at BC was second to none, and the service that he and his partners are now delivering through Legacy Benefit Advisors has been equally great.  For a large RI retired Labor population I am involved with, they manage the dental coverage and the telemedicine plan with excellent results, and they do a great job helping retirees transition from their group coverage into Medicare. Recent feedback regarding assistance they are offering with retirement planning has also been excellent. I believe LBA offers additional services as well which I have not had the opportunity to critique, but in all the areas I have had the opportunity to review, results have been impressive. I highly recommend Bob and his team as a trusted, RI Labor friendly business partner. 
Mike Connolly, AFSCME Council 94

Legacy Benefit Advisors is a place that our organization can truly rely on in order to assist our retired members in navigating the complex world of Medicare.  They recognize that each retiree has unique needs and have been able to assist them in navigating the best plan available to properly meet those needs.   They conduct themselves with professionalism and are true experts in the field.  We have received nothing but positive feedback from our members who have worked with LBA and we would continue to recommend their services to anyone.  
Ryan White, Assistant Business Manager Local 57 Operating Engineers

I have had the pleasure of knowing Bob Dumais since the early 1990’s, when he was the Director of Labor Affairs at BCBSRI. He impressed me then with his knowledge and commitment to the RI Labor Community, and he still impresses me today in his role as principal with Legacy Benefit Advisors. When it comes to the actual steps to transition from being “at work” to being “retired”, there are lots of decisions to be made, and for folks who have never done it before it can be overwhelming.  The advisors at LBA are knowledgeable and Labor friendly, and will walk you through the entire process. Lots of people make promises, but few actually deliver. Bob and his team at LBA are the exception and I highly recommend them.
Stu Mundy, Treasurer Teamsters Local 251 Retirees Chapter, Retired Secretary Treasurer & Principal Executive Officer Teamsters Local 251

Bob Dumais, experience is everything!!!” It’s simple when you look at life changing decisions, you want someone you can trust for help. My experience with Bob Dumais has always been positive since the first time we met. Bob is a man of the highest quality who I trust. 
Paul A MacDonald, President Providence Central Labor Council

Knowledge and experience are everything. Legacy Benefit Advisors has been a guest on my radio show, Common Ground, for years. The unions benefit from his conversations with me on how to go down the path to retirement, and how to watch your investments. It’s simple, when you look at life changing decisions, don’t make them without expert advice, call LBA.

John J Tassoni, Retired RI State Senator, Common Ground Newspaper Publisher, Radio and TV show host

Dear Bob, I cannot thank you enough for all the effort that you and your company have put into helping myself and my family. I never had doubt because you were referred to me by Local 57, but you and Mark went way over my expectations. In a situation such as mine, trying to go it alone in finding the best option in health coverage could have been a costly situation. Finding the right option was easy for you because of the knowledge and resources that I just don’t have. The visit in the comfort of my own home was also a great thing considering my mobility being compromised at this time. Once again, thank you.  I would be more than willing to recommend Legacy Benefits to anyone. 
Jon Pomfret, Local 57 Operating Engineers

I came to know Bob Dumais over 25 years ago, when I served on the BCBSRI Labor Advisory Board and in my capacity as the Healthcare chairperson for Council 94.   Bob was a friend of labor then, and now with LBA Bob along with his team of experts have helped may members navigate the complicated world of healthcare.  If you are thinking of retiring you should make a call to Bob and his team at LBA to access their free service.  You will not regret doing so!                                                                        
Mary Riley, AFSCME Council 94

Legacy Benefit Advisors (LBA) provides the knowledge advantage to retirees and their families as they plan the all-important transition into retirement. Bob (Dumais) and the LBA team are trusted experts in navigating the options and decisions retirees face in healthcare and retirement planning. LBA’s personal approach in developing an individual plan design, serving the needs of retirees and their families, provides confidence and comfort as they enter into retirement.

Donato A. Bianco, Jr., Vice President and New England Regional Manager, Laborers’ International Union of North America (LIUNA)

 

Bob Dumais has had a solid reputation in the labor community dating all the way back to his days at Blue Cross beginning in the early 90s. When I heard he was starting a company to help folks navigate the retirement process, I was cautiously optimistic. I am now pleased to say that he has and continues to deliver. We at AFSCME Council 94 have referred a number of our members to his office and the feedback from the membership has always been excellent. We strongly recommend Legacy Benefit Advisors for folks seeking advice about Medicare, and all aspects of retirement income planning.

J Michael Downey, President of Rhode Island Council 94, AFSCME, AFLCIO

It seems unlikely that a hospital would close. Yet after over 30 years as a registered nurse, that is exactly what happened. I was laid off, out of work, and unprepared. Most of my colleagues were in the same situation. We found ourselves ill equipped to make decisions regarding IRA’s, retirement, social security, Medicare: part A, B, D, etc. We felt unsettled, confused, and ignorant of where to go for assistance. The hospital offered a RIDLT session for employees, and thankfully, representatives from Legacy Benefit Advisors were there. Their presentation made me realize these guys were “just what the doctor ordered”. I asked them if they would come to UNAP and speak to our members, and thankfully, they agreed. Since then, LBA has been a lifeline for our members. They have met at members’ homes, at UNAP, and at their office. They have a rare talent to connect with people. Their knowledge and ease in explaining a subject matter that I usually shy away from, had me not only interested, but wanting to learn more. In the upcoming months UNAP is planning to invite LBA to meetings to allow more of our members the opportunity to learn for themselves all that this team of professionals have to offer. Today I feel like I have a handle on my future. I feel good with my portfolio and know I have the guys from LBA to thank. I also feel confident I will be able to rely on their continued background of knowledge, expertise, and support when I enter into retirement. 
Rita Brennan, Past President United Nurses & Allied Professionals, Local 5082

I lost my job at Memorial Hospital of RI after 30 years. I felt lost financially. LBA was hired to help the employees of MHRI. I felt the team at LBA was sincere and knowledgeable. I was correct with that assessment. LBA became my husband and my consultant. Talking finances can be like bearing your soul; uncomfortable and intimidating. LBA from the start made it easy and explained things in a fashion that was understandable. Not only did they help in choosing the best course of action for our money, but helped us set up a retirement fund. I have been recommending LBA to anyone that will listen. They truly helped us find our way. 
Lisa Oliveri RN, United Nurses & Allied Professionals

When I retired from Local 57 - Operating Engineers Local 57, they suggested I contact Legacy Benefit Advisors.  I was apprehensive about what they could do for me and why would I need them at all.  But, when I made the appointment with LBA and was introduced to Bob Dumais, I was glad I came to the right place for all my questions. I never realized what information I required going forward. Bob was extremely helpful and patient in taking care of my needs as a retiree and all the programs I would require regarding my health plans and retirement benefits. After our first meeting, he designed a comprehensive plan that, till this day, has worked perfectly for my wife and my medical needs.    This could not have happened without his help. We are so lucky to have him and his company, Legacy Benefit Advisors, help us out and I continue to brag to all our friends, who need retirement advice, how helpful he was in making the transition so comfortable. 
Mickey Acciardo, IUOE Local 57

Recently I took advantage of the service offered at no cost by Legacy Benefit Advisors. Two representatives spent over an hour with me discussing my health insurance and prescription needs. Their insight as to recommendations was obviously predicated on a complete knowledge of the entire matter. I thank them for their professional service and I am currently employing all of their recommendations. 
Clyde Bennett, Retired Warwick Superintendent

NEARI has trusted Bob Dumais and the LBA Team to handle negotiations for health insurance and related benefits for about 3 years.  We have been extremely pleased with their service.  Bob and the LBA Team not only work to handle the best deals for our negotiations, but also go the extra mile by continuing to research new trends and vendors in the industry to ensure that we are constantly using industry best practices.  Bob and the LBA Team also work tirelessly to educate our retired members on understanding Social Security, signing up for Medicare and ensuring that they are covered for all health insurance issues.  Their education and advocacy in this area is very educational, and they are happy to meet with anyone to help them out or to assist us when we do educational seminars for the membership.  I trust Bob and the LBA Team, I think they are very knowledgeable and conscientious when advocating for our association.  I would recommend Bob Dumais and the LBA Team to anyone. 
Greg Brennick, Former Finance Director NEARI