Free of charge, full of information

The following materials are available to financial and insurance professionals and broker-dealers registered with Medicare BackOffice.


How to Have the Medicare Conversation

How to Have the Medicare Conversation

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.

Dental Costs Infographic

Dental Costs Infographic

Show clients this easy-to-understand infographic explaining how Medicare does not include dental coverage and how Medicare BackOffice can help.

How to Read a Part D Drug Formulary

How to Read a Part D Drug Formulary

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. 

Client One-Sheet

Client One-Sheet

A one-page advertisement explaining the Medicare BackOffice value proposition for clients.

Medicare Penalties Explained Infographic

Medicare Penalties Explained Infographic

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.

MBO Referral Web Banners

MBO Referral Web Banners

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.

Why Medicare BackOffice

Why Medicare BackOffice

Helping clients through the complicated Medicare maze can be a powerful differentiator.

Medicare BackOffice Brochure

Medicare BackOffice Brochure

An easy-to-use guide on who Medicare BackOffice is, what we do, who we serve, and how to begin using our service!

Open Enrollment Reminder Email With Video

Open Enrollment Reminder Email With Video

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.

The Importance of Open Enrollment

The Importance of Open Enrollment

This quick video explains why it’s important to review Medicare health insurance and prescription drug coverage each year during open enrollment.

How Medicare BackOffice Works

How Medicare BackOffice Works

One-page flyer for advisors and agents to customize and explain Medicare BackOffice to clients.