Texas Medicare Advisors is a preferred partner for financial advisors and their clients.

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: 

1. Establish a referral system with a local Medicare expert.
2. Risk losing clients to another advisor that has a relationship with a Medicare expert. 
3. Or become knowledgeable about Medicare themselves and get certified every year.

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”.