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Advisor Resources

Welcome to Your Resource Center

You'll find all the information you need to solve Medicare for your clients. Our quick, to-the-point educational resources are designed to help busy advisors like you integrate Medicare into your financial planning process and start growing your business.

Must-Reads

Using Your
Advisor Portal

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Content Themes & List

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Tutorials and Tips

How to Discuss Medicare with Your Clients
How to Help Your Client Transition from Employer Coverage to Medicare
How to Protect Your Financial Plans for Senior Clients
Healthpilot One Pager for Financial Advisors
Initial Enrollment Period Action Guide
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Medicare Education

Guide to Medicare Advantage vs. Medicare Supplement
Step-by-Step Guide to Enrolling in Original Medicare
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Client Materials

Healthpilot One-Pager for Clients
Step-by-Step Guide to Enrolling in Original Medicare
4 Reasons Your Medicare Plan Needs a Check-Up Every Year
Medicare Advantage & Medigap: What’s the Difference?
Switching to Medicare if You Work Past 65

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Contact us at

or 1-855-922-5051  |  TTY 711

We’re here Monday – Friday, 7am – 10pm & Saturday – Sunday, 7am – 7pm Central.

Need Help? Call Customer Support.

1-855-922-5051  |  TTY 711

We’re here Monday – Friday, 7am – 10pm & Saturday - Sunday, 7am - 7pm Central