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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

    PDF
  • Initial Enrollment Period Action Guide

    PDF

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

    Blog
  • Switching to Medicare if You Work Past 65

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

    Blog
  • Healthpilot One-Pager for Clients

    PDF

We're Here to Help with Any Questions

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