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Welcome to Your Resource CenterAdvisor resources

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.

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  1. Senior couple in office attire, sitting across from each other at a table with pens in their hands, smiling at each other.

    How to Discuss Medicare with Your Clients

  2. Using your Advisor Portal

Tutorials and Tips

  • How to Help Your Client Transition from Employer Coverage to Medicare

    Blog PDF
  • How to Discuss Medicare with Your Clients

    Blog PDF
  • How to Protect Your Financial Plans for Senior Clients

    Blog PDF
  • Healthpilot One Pager for Financial Advisors

  • Initial Enrollment Period Action Guide


Medicare Education

  • Guide to Medicare Advantage vs. Medicare Supplement

    Blog PDF
  • Step-by-Step Guide to Enrolling in Original Medicare

    Blog PDF

Client Materials

  • 4 Reasons Your Medicare Plan Needs a Check-Up Every Year

  • Switching to Medicare if You Work Past 65

  • Medicare Advantage & Medigap: What’s the Difference?

  • How to sign up for Medicare Parts A and B

    Blog PDF
  • Healthpilot One-Pager for Clients


We are here to help youWith any Questions

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