REPORT #1:

i65 Needs Assessment

In order to help your clients with Medicare and healthcare in retirement, you first need to know what they need help with! This report is all about helping you to get to know your clients' needs and then developing a plan to address them.

What Your Clients Will Learn:

• The most common and costly mistakes for people in similar situations
• The specific steps to take to avoid mistakes
• The consequences of making these mistakes
• Steps to take to protect loved ones from Medicare mistakes
• and more!

Your Benefits:

• Discover which myths that your clients believed were true
• Plug any newly discovered holes in a client's retirement plan (For example, you learned your client believed Medicare is free!) with the products and services you offer
• Become the hero who saved them from costly mistakes
• Earn more referrals from your clients
• Savor the relief you see on your clients' faces when you help them in ways no one else is
• plus so much more!

the 2-minute process

creating a Needs assessment

1. Log into i65 and click on the orange "ADD NEEDS ASSESSMENT" button located on the upper left of the home page.
2. Add a new client or select an existing client from your client list.
3. Choose whether you want to run the i65 Needs Assessment questionnaire together with your client or if you prefer your client to do the questionnaire on their own.

If you're doing the Needs Assessment questionnaire WITH the client:

• Begin the Needs Assessment immediately by clicking the "Start Assessment" button, OR


• Start the Needs Assessment later by visiting that client's page under the CLIENTS section of i65. Find a listing for a Needs Assessment with the status of "Not Started." To the right of that listing, click on the orange "OPTIONS" link and click on the "Start for/with client" button that pops up.

If the client is doing the Needs Assessment questionnaire ON THEIR OWN:

• Monitor the "NEEDS ASSESSMENT" box on the i65 Home page (dashboard).
• When a client has completed the questionnaire, their name will move to be under the "APPROVAL NEEDED" heading. Click on the client's name and then click on the "Review" button that pops up.


• If your client fails to move from the "Not Started" or "In Progress" sections, you may need to resend an email invitation or complete the Needs Assessment with them. Click on the client's name to do either of these actions.

stop avoiding your clients' critical medicare needs

With i65^® Medicare Optimization, you can answer your client's Medicare questions – without having to become an expert!

i65 is a tool you can trust

Quite frankly, you don't have the time or the interest to become an expert on Medicare regulations. Now, with the revolutionary software program, i65, you don't have to!

Using i65, you'll be able to provide your clients with individualized, expert guidance right away on day one. With your help, your clients will be able to plan for Medicare as a part of retirement, including all the costs associated with it.