A Medicare Consultation or i65 Software — Which Should I Use for My Clients?

As many of you already know, our parent company is 65 Incorporated. Since 2012, the company has been providing one-on-one Medicare enrollment consultations on a fee-for-service basis.

As a result, we often get the question, "Would it be better if I just referred my clients to 65 Incorporated to do consultations or should I actually try to use the i65 Medicare software with them?"

The answer to this question is "It depends."

It depends on:

  • the client and their unique situation
  • your business model and revenue stream, and
  • your preferences as the advisor

To help make the choice between consultations and i65 easier, we've put together a comparison chart. Take a look and determine for yourself what is best for you, your client and your business.

As always, if you have any questions or concerns, please contact us. We'll be more than happy to help.