About Design My Medicare
Design My Medicare is a financial services company founded by Brian McArthur in 2016, with headquarters in San Diego, CA area. It guides financial advisors and their clients through the complexities of Medicare enrollment. The company provides its services in all 50 states.
Business model and partnerships
Advisor-focused service
Design My Medicare was created specifically to assist financial advisors who often overlook Medicare planning for their clients. The company provides advisors with a process to guide clients through the enrollment process and keeps the advisor involved throughout.
No cost to clients
The company states that neither the client nor the financial advisor is charged for its counsel. Design My Medicare’s agents are licensed insurance agents who earn a commission on the policies they sell.
Medicare Execution Process®
This trademarked process guides clients through the education and enrollment necessary for Medicare. It is designed to feel like an extension of the financial advisor’s existing financial planning services.
Wide collaboration
The company partners with financial advisory firms nationwide, including large firms like Merrill Lynch, Morgan Stanley, and Wells Fargo, to incorporate Medicare planning into broader financial strategies.
why choose
Design My Medicare
extensive experience in delivering for clients and financial advisors
Brian McArthur is a leading Medicare Practice Management speaker and trainer with over 20 years in financial services, 10 years of experience wholesaling insurance products and enrolling financial advisor clients into Medicare.
Brian has developed a proven process for integrating Medicare Planning into financial practices, helping advisors uncover opportunities in LTC, lifetime income solutions, 401k rollovers, and life insurance. He’ll share the daily-use system he’s refined while enrolling high net worth clients into Medicare.
