Financial Advisors

Financial Advisors share with us why their advice STOPS at Medicare:

  1. I have no credible education source/partner
  2. I can’t invest the time to learn/ re-learn Medicare due to imminent and frequent changes, for zero revenue, and risk poor execution
  3. I’ve invested the time to try to learn Medicare through well-intentioned wholesaler partners, but with no results

We work with Financial Advisors

Using our Medicare Execution Process®

Medicare Planning is the most overlooked part of the financial planning process. We get it. When Brian McArthur created the Medicare Execution Process®, he did so with financial advisors in mind. This is the ONE part of the financial plan when clients are looking AWAY from you for advice.

We work with financial advisors across the USA to engage clients about Medicare at the exact time to get clients looking back TOWARDS you. We operate this process in a way that reflects positively on you; their trusted financial advisor who they already trust with so much.

Your trusted Medicare expert

We teach Financial Advisors how to save the day

Call clients at the perfect time when the client is most grateful, assuring the client that the advisor has a plan.

That plan – the Medicare Execution Process® – puts the advisor back in the driver’s seat regarding the client’s Medicare Enrollment. Engaging a client about Medicare IMMEDIATELY protects the client from HAVING to engage an insurance agent who is unknown, untested, and untrusted.

The Medicare Execution Process®

  • Increases communication between client and financial advisor at the ideal time
  • Helps financial advisors demonstrate leadership on a topic that the client doesn’t expect their help on
  • Guides the client to an actual Medicare result, and…
  • Leads the client and financial advisor to subsequent important topics in the financial plan

Speaking of the Medicare Execution Process®

In-person education from
a Medicare expert

You can book Brian McArthur to educate your team of Financial Advisors, Wholesalers, or for client seminars.

Book Brian McArthur to speak at your organization