The boundary is clear.
Medicare education and guidance only. No life insurance, IUL, or annuity cross-selling.
A referral should feel like a continuation of care.
Your clients already trust you with important decisions. My Coverage Relay gives them a focused place to understand Medicare as part of their retirement transition.
You stay at the center of their financial plan. The Medicare conversation stays about Medicare.
Referral availability →The intended experience
A clear handoff, from the start.
- Introduce the client and their education needs.
- Connect them with education or a Medicare conversation.
- Keep the referring relationship attached to the handoff.
Referral delivery and status updates will become available after the service connection is configured and tested.