FOR THE CLIENTS OF FINANCIAL ADVISORS
If you are looking for help with your own Medicare needs, please visit 65incorporated.com.
Welcome to i65 Medicare Consulting Services
for the clients of financial advisors,
provided by 65 Incorporated
one-on-one with medicare experts | absolutely No Insurance sales
CONSULTING SERVICES & PRICING |
Price |
i65 PRICE |
|---|---|---|
medicare Consulting Services |
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Personalized Medicare Consultation This service is a per individual price. 60-minutes, includes specific plan selection and a custom report. Medicare is an individual-only program. As such, our consultations are done on an individual basis. That said, couples can receive $100 off of two Personalized Medicare consultations if they do their consultations together. LEARN MORE ABOUT THIS SERVICE |
Individual |
Individual |
|
Existing Medicare Coverage Review For an individual already enrolled in Medicare but does not understand their coverage or the rules for changing types of coverage, 60-minutes, includes specific plan selection and a custom report. Medicare is an individual-only program. As such, our consultations are done on an individual basis. That said, couples can receive $100 off of two Existing Medicare Coverage Review consultations if they do their consultations together. LEARN MORE ABOUT THIS SERVICE |
Individual |
Individual |
|
Anytime Advisor Services Helping people solve a specific Medicare problem. Price of the services are estimated by the need. LEARN MORE ABOUT THIS SERVICE |
$299/30 min |
$299/30 min |
|
Expatriate/Repatriate Medicare Consultation For an individual moving to the USA or moving out of the USA, 60-minutes, one custom report |
Individual |
Individual |
| IRMAA Review/Form Completion 30-minute consultation with completion of the Life Changing Event form | $599 |
$499 |
ADD-ON SERVICES |
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Specific Medicare Plan Selection — Consultation & Report (Individual Only) This service can only be ordered when a Needs Assessment recommends it. Get a custom report detailing up to three of the most cost-effective Medicare Advantage, or Medigap and Part D plans available in a zip code. This service also includes a 30-minute consultation LEARN MORE ABOUT THIS SERVICE |
$399 |
$299 |
|
Specific Medicare Plan Selection — Report Only (Individual Only) This service can only be ordered when a Needs Assessment recommends it. Get a custom report detailing up to three of the most cost-effective Medicare Advantage, or Medigap and Part D plans available in a zip code. This service provides a report only. LEARN MORE ABOUT THIS SERVICE |
$249 |
FREE! |
ANNUAL REVIEW SERVICES |
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Part D Annual Plan Review — Consultation & Report (Individual Only) Get a report comparing the current plan with up to two other options, including specific plan details. This service includes the report and a 30-minute consultation. LEARN MORE ABOUT THIS SERVICE |
$349 |
$299 |
|
Medicare Advantage Annual Plan Review — Consultation & Report (Individual Only) Get a report comparing the current plan with up to two other options, including specific plan details. This service includes the report and a 30-minute consultation. LEARN MORE ABOUT THIS SERVICE |
$499 |
$449 |
|
Part D Annual Plan Review — Report Only (Individual Only) Get a report comparing the current plan with up to two other options, including specific plan details. This service includes a report only. |
$149 |
$129 |
|
Medicare Advantage Annual Plan Review — Report Only (Individual Only) Get a report comparing the current plan with up to two other options, including specific plan details. This service includes a report only. |
$299 |
$249 |
Updated 02/21/2024
Give Your Clients Peace of Mind with Unbiased Medicare Consultations
Just one "little" mistake could literally cost your clients thousands of dollars and, even worse, keep then from getting the healthcare services they need!
Don’t let just anyone help your clients make cricial Medicare decisions.
With one-on-one consultations through our parent company, 65 Incorporated, your clients will consult directly with Medicare experts who are not affiliated with the sale of Medicare insurance.
WITH OUR CONSULTING SERVICES, YOUR CLIENTS GET...
Unbiased Guidance
65 Incorporated does NOT sell insurance. We work on a fee-for-service basis, meaning our guidance is always in your best interest.
Trusted Medicare Experts
The team at 65 Incorporated are trained by nationally-recognized Medicare experts, Diane J. Omdahl, RN, MS and Melinda Caughill, CSA.
One-on-One Consultations
Clients speak directly with experts from 65 Incorporated via phone, webinar, or in-person if you're located near SE Wisconsin.
Personalized Reports
Everything you need to know about Medicare, including step-by-step sign-up instructions, are contained within your "Medicare RoadMap."