Your Next Chapter Starts Here
Selling your Medicare or individual health insurance book of business can be the key to unlocking a fulfilling next chapter. Whether you're looking to retire, slow down, or simply plan your succession, we can help you successfully transition your clients with confidence.
Managing Medicare changes becomes more complex every year—especially when your clients still need year-round support.
What if you could:
Secure a smooth transition plan
Turn your book into real value
Avoid the hassle of AEP
Protect the clients you’ve served
Offer clients year-round support
Know your clients are in good hands
With RetireMed, you can!
What does “selling your book” actually mean?
Selling your book of business means transitioning your Medicare and/or individual health insurance clients to a trusted agency that has the necessary team, systems, and service model to support them long-term.
At RetireMed, we make the process clear and straightforward—so you can embrace your next chapter knowing your clients will continue to receive expert guidance and strong support year after year.
Want to learn more? Choose your path.
1) Learn At Your Own Pace
On-Demand Video Course
Best for: Those with limited availability
What you'll get: A simple overview of what a book of business transfer looks like, what RetireMed evaluates, and what matters most in planning your next steps
2) 1-Hour Track
Live Event
Best for: Those who want a fast, simple, and interactive way to understand
What you'll get: What a transition could realistically involve, what matters most, and how RetireMed supports you and clients
3) Connect directly
One-on-One Appointment
Best for: Those who prefer to talk through all the details
What you'll get: A confidential one-on-one conversation with clear direction, next steps, and a smooth path forward
FREQUENTLY ASKED QUESTIONS
Have questions? We've got you covered.
Here are answers to the questions our team hears most often. Whether you have a question about selling or are interested in learning more, you can always reach out to us!
We are interested in acquiring health insurance policies, including Medicare and individual health plans.
Our transfer process includes signing a Non-Disclosure Agreement, discussing your business and what you are hoping to do with it, analyzing your block of business, providing customized offer(s), and completing all necessary transfer paperwork. We also ensure your clients are informed and supported during and after the transition.
We have a dedicated team of over 125 employees focused on client service. Our 1,300+ 5-star Google reviews reflect the trust and satisfaction of our existing clients. You can have peace of mind knowing your clients are in good hands.
Absolutely. All discussions and steps of the process are conducted with the utmost confidentiality.
You will continue to receive commissions until the formal transfer process is complete. Details will be discussed and agreed upon during the offer phase.
While we aim to have a transfer completed within about 45 days, the timeline depends on the size of your book of business, required approvals, releases from uplines and carrier transfer paperwork. We strive to make the process efficient and keep you informed every step of the way.
If a release is required from your upline or agency, we will guide you through this process to ensure it’s handled appropriately.
Our experienced team will manage all carrier-specific forms and approvals to streamline the process for you. You will be presented with completed forms to sign when needed.
Once the transition is finalized, we perform a thorough review to ensure every client is properly accounted for and transitioned. This way, we can ensure you are being paid for each policy that is transferred.
The ideal time of year to complete transfers is between February 1 and September 1 in a given year. We do not recommend completing transfers during the Annual Enrollment Period/Q4, and some carriers do not allow it.