United Capital Partners Enlists Medicare BackOffice

United Capital Partners Enlists Medicare BackOffice


Dan Trumblee



November 14, 2018

United Capital Partners Enlists Medicare Backoffice® as Resource for Financial Advisors

Medicare BackOffice Solves Firm’s Challenge: How to Support Financial Advisors Facing Increased Consumer Demand for Managing Health Care Costs in Retirement

OMAHA, NEBRASKA —­­ As the financial planning industry grapples with how to help clients manage the growing expense of health care in retirement, United Capital Partners has found a solution by partnering with Medicare BackOffice®.

The partnership with United Capital allows its more than 220 Financial Advisors nationwide to refer clients with Medicare questions to Medicare BackOffice, a team of insurance agents licensed, contracted and certified in all 50 states to provide Medicare advice and products. While Medicare BackOffice agents ultimately work directly with consumers, the company’s initial customers are financial advisors or other professionals who want to help their clients navigate Medicare while continuing to concentrate on their primary business.  

Heather Kelly, United Capital’s Vice President of Risk Management, said that escalating health care costs and longer life expectancies have prompted clients to make informed decisions on how to pay for health care in retirement.

“At United Capital, we pride ourselves in helping our clients make decisions that are right for them. That is why we chose to partner with Medicare BackOffice. Their level of expertise, depth of experience and shared ethos of always putting their clients’ interest ahead of their own align perfectly with who we are at United Capital,” Kelly said. “Through this partnership, our Advisors can now refer clients to the Medicare BackOffice agents, who can better answer their Medicare plan questions, compare plans and maybe even help them find potential cost savings. It’s more efficient for us, and it’s the right thing to do for our clients.”

Health care cost inflation is expected to rise, according to the 2018 Retirement Healthcare Costs Data Report by health data provider HealthView Services. The average lifetime retirement health care premium costs for a 65-year-old healthy couple retiring this year and covered by Medicare Part B, Part D, and a supplemental insurance policy will be $363,946, according to the report. A 55-year-old couple retiring in 10 years can expect to pay $387,814 in total lifetime health care costs.

“We created Medicare BackOffice, because we saw the need for financial advisors and other professionals to help their clients manage these inflating costs,” said Brian Hickey, Medicare BackOffice Vice President. “We help their clients with their initial Medicare enrollment and then on an annual basis with a free plan review during Medicare’s open enrollment. This ongoing management helps the financial planning professional stay focused on what they do best, knowing we are helping their client keep an eye on health care costs.”

Medicare BackOffice keeps its partners up-to-date on important Medicare news and enrollment dates with its partner eNewsletter. It also provides client-facing materials to help partners educate clients and even market their health care cost-management services.

“By giving our partners the basic Medicare knowledge they need, we help them avoid being blindsided by clients’ Medicare questions or Medicare rules,” Hickey said. “No one can become an immediate expert on Medicare, because it’s just too complicated. But by sharing our knowledge and providing our services, we help our partners and their clients with this important piece of the clients’ financial picture.”

About Medicare BackOffice

Based in Omaha, Nebraska, Medicare BackOffice is a support service for broker-dealers, independent financial advisors, insurance agents and other professionals, helping their clients find the right Medicare health insurance plan. Professionals simply refer clients to Medicare BackOffice’s team of dedicated insurance agents, who are licensed, contracted and certified in all 50 states to provide Medicare advice and products from insurance carriers that are “A”-rated or better. By making clients’ search for Medicare answers easier and stress-free, Medicare BackOffice strengthens the referring professional’s relationship with clients. For more information, visit www.MedicareBackOffice.com. Medicare BackOffice is not connected with or endorsed by the United States government or the federal Medicare program. Insurance services provided by Insuractive, Inc.       

About United Capital

United Capital Financial Partners, Inc., the parent company of United Capital Financial Advisers, LLC (“United Capital”) and its consulting affiliate, is an independent financial life management firm, ranked #2 in the Barron’s 2018 list of Top 40 RIAs Firms. United Capital is a Registered Investment Adviser (RIA) offering client objective advice and an open architecture platform that enables a wide array of investment management solutions tailored specifically to client needs. Today, United Capital has approximately $21.6 billion in assets under management and 86 offices nationwide. For more information, please visit www.unitedcp.com.  

Media Contact: Jimmy Moock

Phone: 610.228.2125


 Gregory FCA for United Capital

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