Our goal in every customer interaction is to carefully listen to the specific needs and provide customers, and their families, with education and insights about their Medicare options. In addition, as your authorized Medicare provider, we will strive to build on the trust your customers have with you, by providing excellent customer service, education, and plan analysis. Finally, our Advisors will be there each year to help customers navigate through any plan, insurance company, or other changes common to Medicare. They will recognize they have a trusted and consistent source to help them determine what Medicare options are best for their healthcare needs – Your Bank.

Reduces Stress

Seniors will appreciate the Medicare offering as it gives them a trusted source for information and advice each year. The Healthcare decision for senior customers is a huge, and stressful, part of their lives each year. You will be the source to help them cut through the stress and find the very best options for their circumstances.

Improve Trust/ Relationship with Senior Customers

Senior customers, and their families, will trust you more as you demonstrate that you understand the need they have for Healthcare advice and navigating the complexity of Medicare.

Our Services Are Complimentary

Customers will appreciate our complimentary service which will help them make an informed decision about their healthcare.

Build Customer Satisfaction

We have seen an increase in the trust and satisfaction senior customers have expressed as we help them with their Medicare decisions.

Protect Your Customer From Other Institutions Solicitations

You are uniquely positioned to now protect customers from bank or insurance solicitations that will leverage your customer to another institution based on the Medicare strategy to identify assets.

Flexible Program Options

Our flexible approach will allow your team to either implement a program that is fully managed by us or that is managed by your staff. You can even start one way and migrate to the best possible solution for you.

Referral to Wealth Management

Our Advisors will naturally come across investment needs for senior customers. In all cases, we refer the customer back to your wealth management program.

Non-interest Income Potential

It may be important for you to earn income from the Medicare program and we have designed a licensed approach that will enable you to participate in the revenue for the Medicare program.