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.
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 vs. Medigap: Things to Know
Healthpilot One-Pager for Clients