Making Medicare easy for retirees AND their financial advisors
DESIGN MY MEDICARE®
CREATOR OF THE
MEDICARE EXECUTION PROCESS®
What we do
Personalized Medicare Guidance
Tailored advice to help you understand your Medicare options and make choices that fit your unique needs
Collaboration with Financial Advisors
Working closely with your financial advisor to integrate Medicare planning into your overall financial plan
Educational Resources
Providing tools and information to empower you in navigating Medicare with confidence
Who we serve
Individuals Approaching Medicare Eligibility
Assisting those near age 65 to transition into Medicare
Retirees
Helping retirees evaluate and adjust their Medicare plans to suit their evolving healthcare needs
Financial Advisors
Partnering with advisors to enhance their service offerings and support their client’s Medicare planning
Brian McArthur
Founder of Design My Medicare®
Creator of The Medicare Execution Process®
from individuals to Financial Advisors:
a medicare expert for both
Brian McArthur is the only financial advisor-facing content expert on Medicare who has actually enrolled over 1300 high net worth clients of financial advisors into Medicare. Brian likely enrolls more clients of financial advisors into Medicare than anyone else in the United States on an annual basis. He has REAL experience to call upon from interacting with clients ranging from $1M -$100MM net worth.
If you’d like to learn what Brian has observed in over 1300 interactions with clients of financial advisors, and how to train teams of financial advisors or wholesalers to demonstrate leadership regarding Medicare, contact Ro Morrison and Associates.
The 3 most common times we meet clients for the first time are:
The Medicare Execution Process® is designed to not only educate you, but to help you execute on your best options.
And if you do have a Financial Advisor, you can report those results back to them. Quick. Easy. Integrated.
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