A good introduction begins with a conversation.
Tell your client why Medicare has come up in their planning and ask whether they would like to explore it further. You can share our education hub now, so they can begin with their own questions.
Share a useful starting point →Referred here by
your advisor?
You’re in the right place to start learning. You do not need to make a coverage decision to explore the resources here. Begin with what you want to understand.
Prepare for your Medicare conversation →Write down the questions on your mind.
Note any upcoming work or coverage changes.
Use official resources to clarify your next steps.
What happens when referrals open?
The intended handoff will connect a client-authorized introduction with the Medicare team while retaining the referring advisor’s attribution. Submission instructions and service availability will be posted here when ready.
Please do not send Social Security numbers, Medicare numbers, medical records, or financial documents through this website. There is no active referral form or private partner portal.
Read about the advisor partnership approach →