THE MEDICARE EXECUTION PROCESS ™
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Increases communication between client and financial advisor at the ideal time
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Helps financial advisors demonstrate leadership on a topic that the client doesn’t expect their help on
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Guides the client to an actual Medicare result, AND...
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Leads the client and financial advisor to subsequent important topics in the financial plan
Financial Advisors share with us why their advice STOPS at Medicare:
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I have no credible education source/partner
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I can’t invest the time to learn/ re-learn Medicare due to imminent and frequent changes, for zero revenue, and risk poor execution
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I’ve invested the time to try to learn Medicare through well intentioned wholesaler partners, but with no results.
We teach Financial Advisors how to save the day by calling clients at the perfect time when the client is most grateful, assuring the client that the advisor has a plan.
That plan – the Medicare Execution Process™ – puts the advisor back in the driver's seat regarding the client's Medicare Enrollment. Engaging a client about Medicare IMMEDIATELY protects the client from HAVING to engage an insurance agent who is unknown, untested, and untrusted.
Our team of tenured former/retired Wholesalers are licensed Medicare Insurance Agents who understand financial advisors, and the many expectations put upon them to navigate different parts of a client’s financial plan. Not having a plan for guiding your clients through Medicare leaves exposure to outside and unknown insurance agents to HAVE to counsel YOUR client. We are financial advisor-focused, and as licensed insurance agents transacting business only in Medicare, your client nor you pay anything to get our counsel. 86% of the Medicare policies we sell come by way of financial advisor partners like you.
The Medicare Execution Process ensures that the Medicare planning experience with the client ALWAYS reflects positively on the architect of the client's financial plan, their financial advisor!
Joe Tramazzo is experienced in guiding financial advisors on how to guide clients from a Medicare planning conversation, into other areas of financial planning on subsequent days. The three most common opportunities that result from using the Medicare Execution Process™ are:
- Lifetime income planning to fund Medicare-related premiums.
- Long Term Care planning to fill in the gaps that Medicare leaves.
- 401k rollover opportunities.