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.

Get the Most out of Healthpilot

lightbulb icon

Tutorials and Tips

Using Your Advisor Portal
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
heart icon

Medicare Education

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

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

Need Help?

Contact us at

or 1-855-922-5051  |  TTY 711

Mon-Fri: 7am – 7pm CT

Need Help? Call Customer Support.

1-855-922-5051  |  TTY 711

Mon-Fri: 7am – 7pm CT