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You'll find all the information you need to solve Medicare for your clients. Our quick, to-the-point educational resources are designed to help busy advisors like you integrate Medicare into your financial planning process and start growing your business.

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    How to Discuss Medicare with Your Clients

  2. Using your Advisor Portal

Tutorials and Tips

  • How to Help Your Client Transition from Employer Coverage to Medicare

    Blog PDF

  • How to Discuss Medicare with Your Clients

    Blog PDF

  • How to Protect Your Financial Plans for Senior Clients

    Blog PDF

  • Healthpilot One Pager for Financial Advisors

    PDF

  • Initial Enrollment Period Action Guide

    PDF

Medicare Education

  • Guide to Medicare Advantage vs. Medicare Supplement

    Blog PDF

  • Step-by-Step Guide to Enrolling in Original Medicare

    Blog PDF

Client Materials

  • 4 Reasons Your Medicare Plan Needs a Check-Up Every Year

    Blog

  • Switching to Medicare if You Work Past 65

    Blog

  • Medicare Advantage & Medigap: What’s the Difference?

    Blog

  • Healthpilot One-Pager for Clients

    PDF

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Healthpilot is not connected with or endorsed by the U.S. government or the federal Medicare program. The mobile device images on this site contains fictitious plan information as an example of what you will receive when you obtain a plan recommendation from Healthpilot. We are strongly committed to protecting your privacy, as further explained in our Privacy Policy and our Terms of Use. We do not sell, trade, or give away your personal information without your permission, and we respect your choices about whether and how to receive marketing messages from us. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov, 1–800–MEDICARE, or your local State Health Insurance Program to get information on all of your options. The purpose of this website is the solicitation of insurance. Healthpilot is free without obligation to enroll. Healthpilot.com is operated by Healthpilot Technologies LLC, a licensed health insurance brokerage, also doing business as Healthpilot Insurance Services in the state of California.

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