medicare is the next big thing in retirement planning

Remember: When we say Medicare, we actually mean all healthcare and long-term care costs and needs through out retirement... not just the one-time enrollment into Medicare itself.

Learn how Medicare Optimization can help you:

• Make healthcare and Medicare a key part of retirement planning. If you're waiting for clients to turn 65 to deal with Medicare, you're not planning... you're reacting. Medicare Optimization empowers you to make healthcare, and more specifically Medicare, an integral part of retirement planning.
• Help clients avoid Medicare* mistakes that can cost them—and you. Medicare mistakes can mean fewer assets under management. The i65 Needs Assessments™ help your clients steer clear of these common, expensive mistakes while setting realistic expectations for healthcare in retirement.
• Plan for ALL your clients’ healthcare and long-term care costs in retirement. The iEstimate™ reports make it easy to project your clients’ future healthcare, Medicare and longterm care expenses. These reports also guide clients to make the best choices related to annual premium increases for long-term care insurance policies.
• Help your clients get the most out of Medicare—without selling insurance. When it’s time for clients to enroll in Medicare, the i65 Medicare RoadMaps™ help them make the right decisions for their unique situation related to the timing of enrollment and the type of coverage. (Does a client enroll now for Medicare or delay enrollment? Is Medicare Advantage or Original Medicare with a Medigap better for their needs?) This report is incredible for providing clients with Medicare peace-of-mind.