Why You Should Help Your Turning-65s With Medicare Even If It's Not Your Focus

You’ve spent your career building a loyal client base by always putting your clients first when it comes to their financial planning and retirement needs. But now some of your clients are nearing their 65th birthday. That means it’s time for them to start thinking about Medicare enrollment. These clients have a solid professional relationship with you. They respect your advice because you’ve helped them in the past. So, they come to you with their Medicare enrollment questions.

Here’s Your Problem

Since you don’t focus on Medicare solutions as part of your practice, you’re not confident in your ability to answer Medicare-related questions. So, you’re left with two options:

1. Let those clients go to another agent for their Medicare needs
2. Try to answer their questions as best you can

If you choose the first option, you risk losing those clients because you’re sending them to a potential competitor that may offer products and services similar to what you offer. All that time spent building loyalty could end up going down the drain if your clients change agents.

If you choose the second option, you open yourself up to liability risk. Medicare isn’t your bag and you’re not confident that your advice is in the best interest of your clients. What if you give poor advice? What if you steer them wrong? Your clients may lose faith in you. Or worse yet, they could leave your book of business altogether.

Here’s Your Solution

Fortunately, there is a third option. You could partner with Medicare BackOffice^®. Medicare BackOffice exists to make Medicare less confusing for both agents and consumers. We aren’t competition, but a potential partner. Medicare BackOffice is here for you, helping your clients with Medicare solutions. That way you can focus on what you do best, and your clients won’t go elsewhere for the answers they need.

Medicare BackOffice offers many tools and resources to help equip you to assist clients with Medicare questions. Its Turning 65 Checklist is one such tool. This simple checklist provides a step-by-step plan for confidently helping your soon-to-turn-65 clients with Medicare solutions. The usefulness of this tool begins about nine months before your clients turn 65 and progresses chronologically with important items to consider. That way, nothing gets missed.

Medicare BackOffice’s exclusive Turning 65 Checklist helps determine:

• Whether your clients are eligible for Medicare benefits
• If the client’s health care provider and doctors accept Medicare
• How and when should your clients sign up for Medicare
• If it’s beneficial for your clients to obtain additional health insurance for coverage in addition to what Medicare offers

If after using the complimentary checklist, it appears that some of your clients may need additional Medicare solutions to ensure suitable coverage based on need and budget, then refer them to Medicare BackOffice. Our licensed agents can answer your clients’ Medicare questions and provide viable solutions. Your clients remain yours. We’re simply here to help from a Medicare perspective. Plus, we pay referral fees when you send us clients that result in business.^*

If you have any questions, don’t hesitate to reach out at 1.877.385.8083. A Medicare BackOffice licensed agent would be happy to discuss how we can help augment your business and strengthen the loyalty of your client base.

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