New Conversation Guide For Financial Advisors Talking To Clients About Medicare


Medicare can be a GREAT conversation starter.

Clients come to you with Medicare questions, and you use i65 to help your clients get the unbiased, expert Medicare enrollment guidance they need to avoid costly Medicare mistakes. BUT — Medicare does not have to be the only topic you cover during the conversation.

You can use the Medicare conversation to address other related, important topics such as retirement income planning, long term care planning, estate planning, Social Security timing, and much, much more.

We've put together a tool to help you understand when and how to transition the Medicare conversation to another topic.

You can download this tool here or in the resources section of i65.

If there's a missing topic you feel should be on this list, please let us know! Send an email to

1/6/19 Software Update: Insurance Agent Finder Resources and White Labelling

Beginning Feb. 1, 2019, i65 RoadMaps will include phone numbers and web links that can be used to help end users find local, independent and qualified Medicare insurance agents. Also, as of Jan. 1, 2019, financial advisors can white label the i65 software to include their own preferred insurance agents in client RoadMaps, in additional to other unique functionality.

New York, Connecticut & Massachusetts Medicare Module – Now LIVE on i65

The states of Connecticut, Massachusetts, and New York have unique rules that complicate initial Medicare enrollment decisions. In July, 2018, i65 released a new module addressing the unique continuous open enrollment rules for these states.