Send this brief email, which includes a link to our “The Importance of Open Enrollment” video, to remind clients to review their Medicare plans. Copy and paste this text into an email, and easily customize it by adding each client’s first name and your name.
Approaching the topic of health care costs in retirement can be intimidating. Use this tip sheet to identify natural opportunities to bring up Medicare, what to say and how to refer.
Show clients this easy-to-understand infographic explaining how Medicare does not include dental coverage and how Medicare BackOffice can help.
Empower your clients with knowledge that can help them manage the soaring price of prescription drugs. Print this infographic and refer them to Medicare BackOffice with any Part D formulary questions or to find a more afforable plan.
A one-page advertisement explaining the Medicare BackOffice value proposition for clients.
All it takes is one bad decision or missed deadline for a client enrolling in Medicare at age 65 to face years of paying monthly Medicare penalties. Here is an infographic that explains the situation.
If you want to tell your clients about Medicare BackOffice, what better way than a banner on your website? Use your unique advisor referral link with the banner to track link activity. Don't have a link yet? Register with Medicare BackOffice today.
Helping clients through the complicated Medicare maze can be a powerful differentiator.
An easy-to-use guide on who Medicare BackOffice is, what we do, who we serve, and how to begin using our service!
This quick video explains why it’s important to review Medicare health insurance and prescription drug coverage each year during open enrollment.
One-page flyer for advisors and agents to customize and explain Medicare BackOffice to clients.