Professional Advisors 

We partner with other professionals to help them, help their clients. 

In the process, everyone benefits.  

The form the relationship takes is up to you, their Advisor, but always with 2 goals in mind:

1. Provide the best possible advice to your clients by helping them fully understand their Medicare options, compare available options and ultimately help them choose a plan(s) that best suits their needs and budget

2. Helping you, the Advisor shine by being a resource to your clients without being a 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 (try link below!) allowing clients to directly enter their pertinent information.  Saving time and frustration.

Want to see how our system works.  Click the link below.

A great way to introduce Medicare to your practice, while staying "top-of-mind" with clients & prospects, is to schedule a Medicare 101 session either virtually or in-person to provide this year's Medicare updates and an overview of the entire Medicare system.

Reach out to discuss your clients' needs and those of your practice.