Get Started
MENU


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

How to Discuss Medicare
with Your Clients

web icon

Using Your
Advisor Portal

video icon

Content Themes & List

lightbulb icon

Tutorials and Tips

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

Medicare Education

Guide to Medicare Advantage vs. Medicare Supplement
Blog PDF
Step-by-Step Guide to Enrolling in Original Medicare
Blog PDF
book icon

Client Materials

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

Need Help?

Contact us at

or 1-855-922-5051  |  TTY 711

We’re here Monday - Friday, 9am - 6pm Central.

Need Help? Call Customer Support.

1-855-922-5051  |  TTY 711

We’re here Monday - Friday, 9am - 6pm Central.