Financial Advisors

We offer the ability to give Financial Advisors and their Medicare clients confidence in knowing the predictable amount of their health care cost. There is no need to fear some catastrophic health event that could impact their finances.

Benefits for Financial Advisors

Value-Added Benefit for your Clients (less than 10% of FA’s nationwide are helping their Clients with Medicare.)

Great Prospecting Tool for FA’s as clients are encouraged to bring their family and friends to seminars.

Differentiates you from your competition by helping clients with Medicare.