Partner With Us — Medicare Referral Program for Texas Professionals
A done-for-you Medicare solution for your clients turning 65.
You focus on your expertise. We handle Medicare.
You Didn't Become an Expert to Answer Medicare Questions
If you work with clients approaching retirement age, Medicare questions are inevitable:
- •"Should I enroll at 65 or wait?"
- •"Can I stay on my employer plan?"
- •"What's the difference between Medicare Advantage and a Supplement?"
- •"Will Medicare cost more than what I have now?"
We handle Medicare so you don't have to.
How It Works
You identify a client
Client turning 65 or has Medicare questions
Send us a quick intro
One email or text with their name and contact
We take it from there
We contact within 24 hours and handle everything
You get credit
Expert guidance for your client. You look proactive.
What Your Clients Receive
Who We Work With
Financial Advisors & RIAs
Your clients are transitioning into retirement. Medicare mistakes can undermine the financial plans you've built — IRMAA surcharges, HSA penalties, late enrollment penalties. We prevent those.
CPAs & Tax Professionals
Medicare decisions show up on tax returns every year — usually after it's too late to fix. We help your clients make the right Medicare choices before they become your tax problem.
HR Directors & Benefits Teams
Managing Medicare-eligible employees is time-consuming and outside your scope. We serve as an outside resource your employees can go to directly — at no cost to your company.
Estate Attorneys
Your clients doing wills and trusts are often Medicare-age. Medicare enrollment mistakes can drain estates you've worked to protect. We make sure Medicare is handled correctly.
Why Partner With Us?
We stay in our lane
We handle Medicare only. No cross-selling, no upselling, no overlap with your services.
We close the loop
You get a brief update once your client is taken care of.
We make you look good
Your clients get expert help. You get credit for connecting them to the right resource.
Compliance-friendly
No licensing requirement for you. No referral fees (CMS compliant). All materials reviewed.
We're local
Licensed Medicare advisors serving Texas residents exclusively.
Zero cost
We are compensated by insurance carriers. No cost to you or your clients.
Ready to Partner?
If you work with clients approaching 65, this is the easiest decision you'll make this year.
Get the Welcome Kit
We'll send you our partner welcome kit and co-branded materials.
Frequently Asked Questions
Is there any cost to me or my clients?
None. We are compensated by the insurance carriers when a client enrolls. There is no cost to you or your client.
Do I need an insurance license to refer clients?
No. You are simply introducing a client to a licensed professional — no licensing requirement.
Will you try to sell my clients other products?
Never. We handle Medicare only. We will not contact your clients for any reason unrelated to Medicare.
What if my client decides not to enroll?
No problem. We document their situation and follow up when the time is right. You'll be informed either way.
How do I refer someone?
Email or text us with the client's name and best contact number. That's it.