REPORT #2:

Medicare RoadMap

For anyone approaching the age of 65, Medicare is confusing, scary and fraught with expensive mistakes. Now, with the i65 Medicare RoadMap, YOU can provide expert Medicare enrollment guidance — without having to become a Medicare expert or sell insurance.

The Medicare RoadMap creation process and final report help your clients determine EXACTLY what to do about Medicare and provides step-by-step instructions to guide the client.

What Your Clients Will Learn:

• The timing of Medicare enrollment that is best for their unique situation (Do they enroll in Medicare now or delay Medicare coverage?)
• The specific type of coverage that is best for the client's unique needs — both today and in the future (Remember — Depending on where they live and their health, clients may not be able to change the type of coverage they have in the future!)
• The specific steps they need to take to get enrolled in (or delay) Medicare coverage
• How to compare their existing coverage to Medicare in order to definitively determine which is better
• How to choose specific Medigap, Part D, and Medicare Advantage plans for their unique needs
• plus more!

Your Benefits:

• Protect your client's assets from costly, life-long Medicare mistakes
• You become a hero to your clients by providing them with the peace of mind they so desperately seek
• Increase referrals from your best clients
• Meaningfully address a hot topic without having to become a Medicare expert or sell Medicare insurance
• Win the clients of competitors who do not provide any Medicare-related guidance
• plus more!

the process

Creating a Medicare RoadMap with your client – 20-30 minutes

1. In order to create a Medicare RoadMap for a client, you must first generate a Needs Assessment for that client.
• Visit the Needs Assessment page to learn more about why and how to run a Needs Assessment report with your clients.
2. During the review of a Needs Assessment, be sure to approve the use of the i65 Medicare RoadMap software.
   • If the approval process indicates that the client's situation is too complicated for the i65 software, you will not be able to create an i65 Medicare RoadMap for that client. Feel free to contact i65 with any questions or concerns when this happens.
3. Whenever possible, go through the process of creating an i65 Medicare RoadMap WITH your client. Clients get more out of the process when you go through the software with them and you become the hero.
4. When you've completed a Medicare RoadMap, review the report with the client.

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.