i65 Medicare Software

Financial Planners Need to Know Their Medicare Stuff

But, that does not mean that you have to have all those Medicare regulations memorized...

If you're like most financial professionals today, you most likely get questions from your clients (or prospective clients) about Medicare.

Unfortunately, these professionals tell us that they best they can do to help their clients is to refer them to Medicare.gov, a local Social Security office or an insurance agent. ...Not exactly an ideal way to handle questions from valued clients.