Retirement Income

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