Advisor 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.

Must-reads

How to Discuss Medicare with Your Clients
Using your Advisor Portal

Advisor Resources

Must-reads

How to Discuss Medicare with Your Clients

Using your Advisor Portal

Tutorials and Tips

Medicare Education

Client Materials

We're Here to Help with Any Questions

Advisor Resources

Must-reads

How to Discuss Medicare with Your Clients

Using your Advisor Portal

Tutorials and Tips

How to Help Your Client Transition from Employer Coverage to Medicare

How to Discuss Medicare with Your Clients

How to Protect Your Financial Plans for Senior Clients

Healthpilot One Pager for Financial Advisors

Initial Enrollment Period Action Guide

Medicare Education

Guide to Medicare Advantage vs. Medicare Supplement

Step-by-Step Guide to Enrolling in Original Medicare

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

Healthpilot One-Pager for Clients

We're Here to Help with Any Questions