Our number one source of referrals (after current clients) are Financial Planners & Wealth Advisors.
This is becuase:
We stay in our lane by only offering Medicare and related products only
Your clients get the help they need to confidently make their Medicare decisions
We make you, the Advisor, the hero by providing a year-round resource for clients when questions or issues arise
We value our referral partners and do not view the first referral as a "one of" but as the start of a professional relationship
Lets have a discussion about how we can work together for the benefit of your clients.
If curious, to see how we work from the client's perspective, click on the link below to be taken to our client information form that links directly to our secure server.