Estate Attorneys

As an Estate Attorney your clients rely on your expertise for more than just legal advice.

Clients come to you with questions about all things pertaining to retirement.  Even if they don't expect you to be expert in Medicare they do hope that you will be able to help them either directly or with a referral.

Working with us as your Medicare Advisor allows you to:

1. Confidentally refer clients to a dedicated Medicare Advisor who will work with them throughout the year to ensure that they have the answers they need to make informed choices

2. Stay in-front of procrastinating Clients & Prospects by reaching out to them shortly after their 64th birthday to with a different message than what they were expecting

3. Get in front of Clients & Prospects with semi-annual Medicare 101 workshops

4. Utilize our brandable Medicare Quote tool to easily help clients without taking up non-billable staff time (try the button below!)

We are always happy to discuss with you ways in which you envision us helping you help your clients.

At the end of the day, satisfied clients benefit everyone.

Reach out with any questions or if you would like to schedule a call.