Financial Planners

Like many of you we are fee based.  Allowing us to freely recommend any available product in the Client's  best interest.  

Our number one source of referrals (after current clients) are Financial Planners & Wealth Advisors.  

This is becuase:

1. We stay in our lane by only offering Medicare and related products only

2. Your clients get the help they need to confidently make their Medicare decisions and come to you with retirement related questions not necessarily directly in your wheelhouse.

3. We make you, the Advisor, the hero by providing a year-round resource for clients when questions or issues arise

4. 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.

Health related expenses play a huge part in many retiree's overall planning.  This is far too important an issue for clients to take a "DIY" approach!

We look forward to speaking with you.