Provide Medicare Support to Clients—Without Having to Be an Expert
Health care is the largest expense in retirement that most people don’t plan for. Medicare decisions can quickly complicate financial planning conversations and create questions outside of your scope. That’s where RetireMed comes in. We partner with financial advisors to provide Medicare-related support to clients —so you can stay focused on financial planning.
Medicare is critical to retirement planning—but it isn’t your specialty.
What if you could:
Reduce the time spent on Medicare
Ensure clients get guidance
Support Medicare-eligible clients
Avoid compliance risks and confusion
Protect your client's biggest expenses
Strengthen your value as an advisor
Offer year-round support
Stay focused on what matters most
With RetireMed, you can!
How does RetireMed work?
RetireMed partners with financial advisors to support clients through Medicare education, enrollment, and ongoing guidance.
We function as your go-to expert on all things Medicare and individual health insurance—providing direct, one-on-one assistance to any clients who need it. Our team does all the heavy lifting. We take the time to evaluate each client’s unique needs, research plan options, assist with the enrollment process, answer questions, and provide year-round support – all at no cost to you or them.
We are proud to be a trusted partner for over 1,500 organizations.
Ready? Choose your path.
1) Learn At Your Own Pace
On-Demand Video Course
Best for: Financial advisors with limited time and competing priorities
What you'll get: Guidance and clear direction on how to take Medicare off your plate, while still providing support to Medicare-eligible clients
2) 1-Hour Track
Live Event
Best for: Financial advisors who want straightforward answers
What you'll get: A clear, engaging overview of how we can support you, along with live Q&A in a fun environment with others
3) Connect directly
One-on-One Appointment
Best for: Financial advisors who want to discuss the specifics of our support and understand potential options
What you'll get: A confidential one-on-one conversation that will give you clear guidance and next steps