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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.


  1. Attractive man with short grey hair, wearing a blue shirt smiling at the camera.

    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're Here to Help with Any Questions

(855) 922-5051| TTY 711

Monday - Friday9am - 6pm, Central

[email protected]

Calling this number will connect you with a licensed insurance broker.
Our brokers are not commissioned salespeople.