Meeting Between Colleagues

Making Medicare Clear

Resources For Advisors

Your clients have worked hard to earn their retirement. We want to make sure that you are best equipped to understand what insurance options are available and best align with their needs. Our FREE resources are designed to provide clarity and step-by-step instructions. We have created explainer videos, critical documents, and important links that cover our most frequent questions but are happy to answer any question personally.

Crucial Videos

Signing up for Part A & B Tutorial

Medicare Supplements
vs. Medicare Advantage

Group and ER-Sponsored Medicare

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Critical Documents

Medicare Reference Guide for Benefits Professionals

Medicare Reference Guide for Financial Advisors

Client Packet

Group and
ER-Sponsored Medicare

Enrollment Cheat Sheet

Enrollment Timeline