Financial Planners
See all the ways Max can help!
Financial Planners/Advisors:
You’re a financial advisor. Paying attention to your client’s needs, keeping track of financial and legal regulations, and developing strategies are all part of your job. You face challenges from all directions. Don’t let Medicare be one of them.
Partner with an experienced Medicare professional who will protect your business while helping your clients with Medicare.
In less than 5 minutes, you can walk your clients through Medicare Max and hand them a personalized blueprint that tells them exactly what they need to do.
Talking to Max is easy:
- Max will ask guided questions to figure out the best options for your client
- A personalized Medicare blueprint is sent based on their answers
- Does not require talking to an agent, responding to commercials, or read a book. It’s all done for them by Max
You don’t have to be an expert on Medicare.
- Earn commission on the pan your client chooses
- Become a source of authority for your clients
- Get warm leads