Don't have a financial advisor? Learn more about using i65 yourself.
If you prefer, you can also call us at (262) 244-5999. We'll be happy to help!
For millions of Americans, medicare is confusing & scary.
With i65®, YOU can provide your clients with easy-to-understand, expert Medicare guidance.
i65® is only software created by a nationally-recognized Medicare expert – Diane J. Omdahl, RN, MS. With this unique tool, YOU can give your clients the confidence and peace-of-mind they so desperately they need make the right Medicare decisions and avoid costly Medicare mistakes.
With i65 in your toolbox, your clients get definitive, step-by-step Medicare enrollment guidance quickly and easily – with absolutely no insurance sales.
Medicare — A Truly Golden Opportunity to Grow Your Business.
Those professionals willing to help their clients alleviate their Medicare confusion and avoid mistakes reap a wide variety of business benefits. Here are just a few!
Increase client leads and referralsIt's probably not a surprise to know that seniors talk about Medicare — a lot. So, when they find a good solution to the Medicare problem, you know they'll tell their friends. This means you get fantastic referrals! Best of all, i65 makes it easy for you to market this service to your clients by providing you with customized marketing materials.
Easily differentiate yourself“I have the best customer service.” “We do a good job allocating your assets.” “We do financial planning.”
Let's be honest. Saying the same things that everyone else does will not help you stand out. However, providing clients with unbiased, expert Medicare enrollment — especially within the financial advisory industry where Medicare is almost a taboo topic — will. You can then use the Medicare conversation to get in the door with prospects who might not otherwise talk to you.
Save your client thousands in Medicare mistakes
Did you know — Just one Medicare mistake can literally cost a person thousands of dollars a year for life. And, many Medicare mistakes are permanent. However, with i65 in your toolbox, you can easily show your clients how you are literally saving them thousands of dollars . In fact, simply by filling out one form, you could save clients up to $10,000 in just one calendar year. (Want to find our how? Sign up for a demo today!)
i65 in the news...
i65 is on the Map!
Check out Michael Kitces' article, "Surveying The Financial Advisor FinTech Landscape" featuring a comprehensive visual "map" of financial advisory FinTech solutions. Yup, we're on it!
Michael Kitces takes notice of i65
Check out i65's first appearance in A Nerd's Eye View by Michael Kitces, September 2017. Click here to read the article now.
i65 Scores high in the 2019 T3 Technology Survey
This year's survey of the fintech landscape, compiled and published by Joel Bruckenstein and Bob Veres, has i65 Medicare software scoring very high in its customer satisfaction rating and with advisors interested in acquiring the software. Click here to see the full 2019 Software Survey.
"Medicare Planning in a Box"
Check out i65 and our Medicare expert and founder, Diane J. Omdahl, RN, MS, in Bob Veres' Inside Information, October 2017.
Click here to download a PDF of the article now.
i65 provides your clients with Medicare enrollment guidance that is fast, simple, expert and unbiased:
Understanding Medicare regulations can takes weeks, months or even years of intensive study. Alternatively, i65 provides expert Medicare enrollment guidance specific to a person's unique needs in as little as 20 minutes!
Trying to decipher all of Medicare's thousands of regulations is enough to give anyone a headache. i65 reduces this regulatory nightmare into a series of easy-to-answer questions and step-by-step enrollment instructions.
i65 is NOT affiliated with insurance companies or the sale of insurance products. Thus, your clients know – without a doubt – that the Medicare enrollment guidance they receive is in their best interest.