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The Three Rs of Medicare BackOffice


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Medicare BackOffice

If you can’t answer clients’ questions about Medicare, they could go elsewhere. Medicare BackOffice is your way of meeting the increasing demand for Medicare advice, while remaining as your clients’ go-to person for retirement advice and planning.

Boost their confidence, keep their business!

What People Say About Us

From our partners

“You were so helpful in getting a couple of my clients set up with Medicare last fall, I’m hoping you can give me some guidance on my own situation as well.”

— Genevea J., Ohio


“I’ve had numerous discussions with (my client) since she first started working with you, and she can’t stop telling me how good you’ve been to work with. For that, I thank you. It seems that from your hard work, I’m getting too much credit.”

— Tom S., CFP®


“Thank you for the time today. You are very knowledgeable and professional. We will most definitely be using your service with many more of our clients…”

— Hal P., California


“Medicare is complicated for most folks. But you uncomplicated it and make it easy to understand.”

— Chuck R., Colorado




From consumers

“You are always the first person who comes to mind when I need help. You have always been a lifesaver for me.”

— Charlene D., Florida


“(Your Licensed Insurance Agent) has been so helpful and pleasant to work with. Thanks for your help and kindness.”

— Nina S.

“Thanks again for all your patient and invaluable assistance. You are a jewel!”

— Eddie Y., Texas


“I’m glad I have you to explain things to me, because I look at everything and I don’t know what’s going on! I am also giving your name to a friend … I told him you could talk to him and get a plan that works for him. You’re the best. I am so glad that I have you working with me.”

— Suzanne M., New York