We work with other professionals to help them, help their clients, and in the process strengthen their relationship with those clients.
The form the relationship takes is up to you, their Advisor but always with 2 goals in mind:
Provide the best possible advice to your clients by helping them to fully understand their Medicare options, compare it to any other options available and ultimately helping them choose the plan that best suits their needs and budget.
Helping you, the Advisor shine by being a further resource to your clients without a further drain on your time.
Client interaction can be as simple as an email introduction, a more formal meeting at your office or one in which we act as your back office providing you a branded link to our HIPAA compliant server relationship where a client would enter their inforamation, we would conduct the analysis and then provide you our recommendations.
A great way to introduce Medicare to your practice, while staying "top-of-mind" with clients & prospects, is to schedule a Medicare 101 session to provide and overview of the system and create the opportunity for further dialogue.
Reach out to discuss your clients' needs and those of your practice.