Financial advisors are typically well-versed in areas such as investments and estate planning, but may not have the same level of expertise when it comes to Medicare.
However, with the demand for retirement resources increasing as more baby boomers reach retirement age, understanding Medicare is becoming increasingly important. With over 10,000 people aging into Medicare every day until 2030, navigating this complex and constantly changing system can be daunting.
With the cost of healthcare on the rise, and If you’re a financial professional and want to provide Medicare guidance to your older clients, you have three options:
The question is, do you want to become an expert and get licensed and certified every year with a variety of carriers and their plans so you can make a sound and educated decision based on their needs?
Unfortunately, there’s more need for Medicare than financial products. “Everyone needs Medicare at some point”.
We offer a variety of services to help advisors and their clients, including comparing individual health insurance plans from all carriers, providing free proposals and plan designs, and helping with Medicare enrollment. We also keep advisors informed throughout the process and stay in touch with clients annually to make sure they continue to have the right plan for their needs. Our services are available for anyone turning 65 or over, looking to compare group/retiree coverage to Medicare/private insurance, or seeking ACA coverage.
We offer a variety of services to help advisors and their clients, including comparing individual health insurance plans from all carriers, providing free proposals and plan designs, and helping with Medicare enrollment. We also keep advisors informed throughout the process and stay in touch with clients annually to make sure they continue to have the right plan for their needs. Our services are available for anyone turning 65 or over, looking to compare group/retiree coverage to Medicare/private insurance, or seeking ACA coverage.
You and your clients will have lifetime customer service to help with denied claims, Medicare appeals, pharmacy help and benefit questions.
You will be assigned a designated independent advisors to handle client referrals from your company and help with their Medicare coverage.
We customize a landing page for your company on our website branded with your company logo, and the Texas Medicare Advisor assigned to your referrals complete with contact numbers and additional resources.
Medicare is complex, ever changing, and often gives financial advisors trouble. How will you advise your clients in regards to Medicare? Our independent team at Texas Medicare Advisors has over 15 years’ experience educating individuals on the complexity of Medicare. This guide was created for financial advisors.
To learn more about how we can help, download our “Added Value Partnerships Guide” or contact our local independent agency at 512-253-8473 and speak with Jason Fisher. If you have any health insurance related questions, please fill out the form below to speak to one of our team members.
How to refer your clients to Texas Medicare Advisors? We create a landing page on our website, with your designated independent Medicare Advisor for your referrals with their contact numbers.
Texas Medicare Advisors 512-265-0252
