unbiased plan guidance with no insurance portfolios and no sales pressure

Coverage-selection.jpg

Ideal for people who:

  • Already have their i65 Medicare RoadMap report
  • Prefer to get specific plan recommendations from a Medicare expert who does not sell insurance

Meet our founders

Our company's founders, Diane J. Omdahl, RN, MS, and Melinda A. Caughill are nationally-recognized experts who have been educating people on Medicare for almost a combined total of five decades. They are often featured in national news media and are keynote speakers, teaching people what they need to know to avoid all-too-common and costly Medicare mistakes.


Report Only
(No Consultation)

Retail Price:
$249 for an individual

i65 Price:
FREE* for an individual
*When you run a Medicare Roadmap report

Report and consultation

Retail Price:
$399 for an individual

i65 Price:
$299* for an individual
*When you run a Medicare Roadmap report

To learn more:
Call 262.240.9860
email info@i65.com

FREE i65 ADD-ON report

Specific Medicare Plan Selection —
With or Without a Consultation

After running the i65 software and getting a Medicare RoadMap report, this service provides specific Medicare plan recommendations.

IMPORTANT: In order to use this service, you must first use the i65 software to get a Medicare RoadMap report. A RoadMap determines whether or not someone needs to enroll in or delay Medicare and determining the type of coverage that is best for the client's unique needs. A plan selection service does not do these things.

When it comes time to pick specific Medicare Supplement policies, Part D drug plans, and/or Medicare Advantage plans, i65 empowers advisors using the software to include the contact information of insurance agents they know and trust.

Sometimes, however, advisors prefer their clients to get specific Medicare plan recommendations from a source that does not sell insurance. When this is the preference, i65 offers plan selection services — with or without a consultation — directly from the Medicare experts at 65 Incorporated who do NOT sell insurance.


SERVICE GOALS

Through this expert service, clients will learn:

  • What specific Medicare plans would be best for them — The experts at 65 Incorporated gather crucial information about the client about prescription medications and physicians. Then, the experts analyze the plans available and narrow the plan options to the three best plans. These final plans are reviewed in detail and presented to the client in a side-by-side comparison report. The experts make specific plan recommendations, but, ultimately, the client is able to choose the plan(s) them based upon the information provided.
  • How the recommended plans would work — Coverage rules, networks, out-of-pocket costs, and more
  • Opportunities to change the type of coverage — Part D drug plans and Medicare Advantage plans change premiums, networks, out-of-pocket costs and more from year to year. This service ensures that you client knows how and when to take action in the future to review their coverage and potentially change plans.

What's Included

  • OPTIONAL — A 15-minute coverage review consultation, provided via phone or webinar with a Medicare expert
  • One personalized Medicare Plan Comparison report, provided in a PDF format, detailing key cost, quality, and coverage factors of up to three of the most cost-effective plans in the client's ZIP code. The report also includes step-by-step instructions to enroll in specific plans.
  • Answers to follow-up questions related to the RoadMap or the consultation

To order the FREE Plan Selection service for your client, be sure to check the “Add-on Plan Selection Report” option when approving your client’s Needs Assessment.

The process:

  1. To get started, run a Needs Assessment for your client.
  2. You do not "order" Plan Selection. This process is included as an option when approving a Medicare RoadMap. You must approve your client doing a Medicare RoadMap in order to get Plan Selection. The Plan Selection service is only available in conjunction with running a Medicare RoadMap report.
  3. After your client completes a Medicare RoadMap that results in fully enrolling in Medicare, a Plan Selection service will automatically be ordered for your client. If the RoadMap recommends delaying Medicare, the Plan Selection service will not be ordered.
  4. A representative from 65 Incorporated will contact the client via email to complete a questionnaire asking for client-specific information related to selecting specific plans, including doctors and prescription medications. Please note: The advisor is not privy the information provided through this questionnaire.
  5. Once the questionnaire is completed, a Medicare expert from 65 Incorporated will create the Plan Selection report.
  6. If you've requested a consultation in addition to a report for your client, 65 Incorporated will contact the client to schedule a time for the consultation and send out an email detailing the call in or webinar log in instructions.
  7. The advisor will receive the final Plan Selection report through the i65 system and the client will receive this report via email from 65 Incorporated.


ABOUT 65 INCORPORATED CONSULTING SERVICES:

one-on-one-Medicare-Consultations.png

One-on-One Consultations

Clients speak directly with experts from 65 Incorporated via telephone, webinar, or (if near SE Wisconsin) in-person.  

real-medicare-experts.png

Trusted Medicare Experts

The team of consultants at 65 Incorporated are trained and overseen by nationally-recognized Medicare expert, Diane J. Omdahl, RN, MS.

personalized-medicare-report.png

Personalized Report

Everything you need to know about Medicare, including step-by-step sign-up instructions, are contained within your "Medicare RoadMap."

unbiased-medicare-consultations.png

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.

What clients are saying:

“65 Incorporated was a great choice for us because they are unaffiliated with insurers, have long history in the industry, have impeccable credentials and are personable and responsive. We would not have made good choices without their help."   Gail Lansing, Washington
“I got tired of banging my head against the wall trying to figure out Medicare. When I called 65 Incorporated, I was quickly connected to a real person who listened to my questions and gave me good, unbiased advice. Well worth the money."   Matt Krzycki, Florida
“Trying to come out ahead in Medicare without 65 Incorporated would be like going to sea without a compass. I read much about Medicare and talked to friends. But 65 Incorporated turned what I THOUGHT was my best choice upside down. It was so little cost for so much peace of mind — and savings."   Mitch Gallob, New York
“Our consultation was great! I had already done my research, but our advisor was so knowledgeable. She helped us with different options, as well as some considerations that we weren't aware of. As a result, we changed some of our choices to better fit our needs."   Mark Maynard, Alabama
“65 Incorporated offered me a professional solution to my short- and long-term Medicare needs. Without a doubt, this call saved me hundreds of dollars of wasted money and confusion. Please keep up the good work!"   Albert Greene, Mississippi
“Excellent service and follow-up support! They cut through the maze of too much Medicare information and too many complex choices. Great job and thank you!"   James McPhail, Georgia
“I work in the medical field and consider myself pretty sophisticated, but I absolutely could not make sense of Medicare. The complexity made my head spin. Diane not only knew her stuff, but she communicated it extremely clearly and was very responsive to individual needs and concerns. I'm sure I saved more than the $400 fee in the first 10 minutes of our conversation. I can't recommend this service highly enough! Save yourself a big headache and call them!"   Amy Sunshine, New Jersey
“Excellent information and advice that made what appeared to be a difficult decision easy. I only wish I had contacted 65 Incorporated sooner. It would have saved me a bunch of consternation."   Jeff Brundage, Texas


To learn more:   Call 262.240.9860  or email info@i65.com


If you are a client, click here to access and complete your consultation questionnaire.