Medicare is one of the biggest unknowns in retirement planning. Allsup helps financial advisors close the healthcare gap — and become indispensable in their clients' retirement journey.
Most financial advisors handle investment strategy beautifully — but Medicare enrollment, plan selection, and disability coordination require specialized expertise that most aren't licensed or trained to provide.
Co-branded Medicare guides, retirement planning checklists, and educational videos your clients can access anytime.
Live or virtual client education events on Medicare, Social Security, and retirement transitions — hosted under your brand.
Direct referral pathway to Allsup retirement specialists for clients who need hands-on Medicare or disability guidance.
Calculators and comparison tools that help advisors model Medicare costs within a client's broader retirement income plan.
Track which clients have engaged with Allsup programs, what questions they asked, and what guidance they received.
Allsup specialists who understand how Social Security timing decisions interact with Medicare enrollment.
"Having a trusted Medicare referral partner completely changed how I handle client transitions. I no longer lose relationships when group coverage ends."
"My clients trust me more because I can now address the Medicare piece. Allsup handles the complexity, I maintain the relationship."
"The co-branded workshops generated real engagement. Clients came in asking about Medicare — and stayed to talk about their full retirement plan."
Join financial advisors across the country who trust Allsup to handle the Medicare piece.