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
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
Important Links
https://www.ssa.gov/benefits/medicare/
These are forms for those that are working past 65 –
https://www.cms.gov/cms40b-application-enrollment-part-b
https://www.cms.gov/Medicare/CMS-Forms/CMS-Forms/Downloads/CMS-L564E.PDF