Change a Disclaimer on Clients' RoadMaps


The disclaimer on our clients' RoadMaps needs to be updated. How can we do this?


To change the RoadMap disclaimer, be sure you're logged in as your company's administrative (master) user.

Once you are logged in, head to the "Manage Organization" tab (which should be the default home page once you're logged in). On this page, you'll see several links under the Organization Settings heading. IN this list, click on the "RoadMap Disclaimer" link.

Make any/all changes to your disclaimer as needed and click "Save."


Change a Financial Advisor's Contact Information


I need to update the phone number that appears in my clients' RoadMap reports. How do I do this?


Each professional user assigns their own contact information that is not specifically set up on the organizational level - including phone numbers.

To change any user-level contact information, be sure you're logged in as the professional user that needs to update his/her information. Then, head to the "Hello, <First Name>" link in the upper-right corner of i65.


In the next screen that appears, update the contact information as needed. Please note: The contact information will appear exactly as typed in the RoadMaps of clients. Take care to ensure that this information is as you would like it to appear.


Resetting a Forgotten Client Password

I cannot remember the sample password I used when I created my client's i65 account. What do I do now?

Head to the i65 login page. (You can reach the log in page from the main navigation bar on On this page click the "Forgot Password" link. Use your client's email address and click the "Reset Password" button.

Your client will receive an email with a link to reset their password.

Logging into i65 as Your Client

QUESTION: I’m trying to figure out how I get back into a client that I’ve set up in i65. How do I do this?

After you've created a client's account, you will need to use their user ID (email address) and their password to log into their account. The link that you initially used to create their account will no longer function after the client's account has been created.

Here are the specific steps for creating a client account and then logging into that account:

1) While in "Manage Clients" tab of your admin or professional user account, click on the "Add Client" button to add a new client to your i65 account.


2) In the screen that comes up next, add your client's first name, last name and email address.
If you'd like to use i65 in a one-on-one consultation setting (highly recommended for financial advisors), leave the "Send invitation email to client" box UNCHECKED.
Please note: If you leave both boxes unchecked, your client will not receive any emails directly from i65.
IMPORTANT: If you are allowing your client to run through i65 on their own, you will stop at this step. Your client will proceed through the following steps on their own.


3) After clicking the "Add Client" button in the previous screen, you'll be taken to a page that looks similar to the image below. On this page, you'll be provided with a link to set up your client's unique i65 account.
When you click on the link on this page, you'll be automatically logged out of your user/admin account and you'll begin setting up your client's account.


4) On the "Get Started" page, you'll offically create your client's account by creating a sample password for your client to use initially. We highly recommend using the same sample password for all of your clients. It will make it easier for you to log in as your client later.
Please note - Your client will have the ability to change their password, if they so choose.


5) Once you've clicked the Start button in the previous screen, you will be able to i65 with or for your client. You may also choose to log out at this point and return at a later time to complete the i65 Q&A process.
The following steps, 6 - 7, will walk you through how to log into i65 as your client.

Screen Shot 2017-11-28 at 9.47.37 AM.png

To return at a later time and log in as one of your clients, please follow these remaining steps 6) Go to and click on the "LOG IN" link located in the upper right corner of the page.


7) Enter YOUR CLIENT'S EMAIL ADDRESS and the sample password you chose in Step 4.
IMPORTANT: If you've forgotten the password you used, you will have to rely on your client to help you reset the password using the "Forgot Password" steps.

Screen Shot 2017-11-28 at 9.57.08 AM.png

How to Assist a Client Already Enrolled in Medicare

We often receive the question, "How can I help my client who is already on Medicare but wants to potentially switch their coverage?"

Unfortunately, making changes in the type of coverage a person has after 6 to 12 months on Medicare can be very difficult - if not impossible. (A person enrolled in a Medicare Advantage plan or Part D drug plan can always change from one specific plan to another each year during Open Enrollment, Oct. 15-Dec. 7.)

Here is how we suggest using i65 to assist clients reviewing their TYPE of Medicare coverage after the age of 65.


  1. Create an i65 account for this client. Uncheck the boxes to send an invitation email to the client AND the box to send a Roadmap via email to the client.
  2. To the best of your ability, answer the i65 questions as if you were your client.
  3. In the final question, be sure to choose the type of coverage your client currently has.
  4. Remove the Step-by-step directions pages from the report.
  5. Provide your clients with the report that basically summarizes the current coverage they have. This can be very helpful to a client who does not have any such information about their current Medicare situation.


The most important thing to know about switching from a Medicare Advantage plan to Original Medicare is that your client may no longer have a Guaranteed Issue Right to get a Medicare Supplement policy. Without this, your client will most likely be asked to prove their insurability in order to receive this type of coverage. If they are not healthy, it is critically important that they do not disenroll from any coverage before knowing that they have a new type of coverage to move in to.

  1. Ensure that your client is trying to learn more about switching from Medicare Advantage to Original Medicare with a Supplement (Medigap) and Part D drug plan.
  2. From the tools available on your client's i65 home page, find the "Choosing a Medigap Plan" guide for your client's specific state. (Please note: Guides for the states of CT, MA and NY are not available.)
  3. Have your clients follow the instructions in these specific guides taking care to note that they most likely do NOT have a guaranteed issue right any longer. This means that your clients can still go through the process of trying to get a Medigap plan, but they may not be able this coverage.
  4. If your client is granted this coverage, follow the steps to provide your client with a Roadmap listed earlier in this post. Be sure to choose the Original Medicare option this time and, once again, remove the section related to enrolling in Medicare.


The most important thing to know about switching from Original Medicare with a Supplement to Medicare Advantage is that your client is potentially giving up their Supplement policy for life. If your clients decide later on to switch back to Original Medicare, they may no longer be able to prove insurability. As a result, they may never be able to get this type of coverage again.

  1. Ensure that your client is trying to learn more about switching from Original Medicare with a Supplement (Medigap) and Part D drug plan to a Medicare Advantage plan.
  2. From the tools available on your client's i65 home page, find the information about Open Enrollment and click on the "Open Enrollment Q&A Whitepaper." Your client can switch to an Advantage plan during the annual Open Enrollment period between Oct. 15th and Dec. 7th of any year.
  3. To choose a Medicare Advantage plan, head to the "Choosing a Medicare Advantage Plan" video guide with handouts on the client's i65 home page. This guide will show your clients how to use the Plan Finder tool to select the Medicare Advantage plan that is best for their unique needs.