CPAs

See all the ways Max can help!

CPAs:

You’re an accountant. You wear multiple hats to help your clients understand their taxes, financial obligations, and even their retirement options.

As a trusted resource, your clients will turn to you as a source of authority. One of those topics is Medicare. Medicare is daunting for most people who have limited knowledge of insurance. So how do you help your clients and build their trust?

Introducing Medicare Max

Max is a new, innovative way that allows your client to find the answers to their questions about Medicare by simply answering a few questions.

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. No phone number is even required.
  • Takes less than 5 minutes

 With Max, your clients don’t have to worry about signing up for coverage at the wrong time or making a mistake that will cost them a late enrollment penalty down the road. Your client will know what to do and when to do it based on their answers. All the answers can be found in their personalized Medicare Blueprint.

You don’t have to be an expert on Medicare. Find out how you can have “Max” on your website.

Your clients will thank you.