At Westland Financial Services, we believe that being able to offer Medicare Supplement plans to your clients and prospects will help you achieve success in the senior market.
The privatization of Medicare has roughly doubled the available market for health products to seniors. With a good Medicare Supplement plan combined with a solid Medicare Advantage portfolio, we have more products that meet the needs of more seniors than ever before.
Let Us Be the Experts
The market had changed and opportunity awaits the agent who understands the changes in Medicare and can help clients find their way through the maze of Medicare options. At Westland, we can assist and support you as the expert or we can do everything for you and share the compensation.
Brian McArthur will help retirees and their financial advisors navigate Medicare. Would you like to stop skipping over “Healthcare Planning” in your financial plans? Close the “Retirement Healthcare Planning” gap with a trusted Medicare Partner. We teach financial advisors how to save the day by calling clients at the perfect time when the client is most grateful, assuring the client that the advisor has a plan.
That plan puts the advisor back in the drivers seat regarding the clients Medicare enrollment. Engaging a client about Medicare IMMEDIATELY protects the client from HAVING to engage an insurance agent who is unknown, untested and untrusted.
Our team of tenured former/retired Wholesalers are licensed Medicare Insurance Agents who understand financial advisors, and the many expectations put upon them to navigate different parts of a client’s financial plan. Not having a plan for guiding your clients through Medicare leaves exposure to outside and unknown insurance agents to HAVE to counsel YOUR client. We are financial advisor-focused, and as licensed insurance agents transacting business only in Medicare, your client nor you pay anything to get our counsel. 86% of the Medicare policies we sell come by way of financial advisor partners like you.
Westland Financial will work to make sure that the Medicare planning experience with the client ALWAYS reflects positively on the architect of the client’s financial plan, their financial advisor!
We are experienced in guiding financial advisors on how to guide clients from a Medicare planning conversation, into other areas of financial planning on subsequent days. The three most common opportunities that result from Medicare planning with Westland Financial are:
- Lifetime income planning to fund Medicare-related premiums.
- Long Term Care planning to fill in the gaps that Medicare leaves.
- 401k rollover opportunities.
Request a Med Sup Quote Online
Med Sup Request Form (PDF)
Visit our Marketing & Knowledge page for sales ideas and training.
A few of our services include:
Medicare Training & Updates
Price & Plan Comparisons
Lead programs including Turning 65 leads
Many quality, top-rated carriers
All plans A-N
Guarantee Issue Plans
Call us to help you get started today or visit our Contact Us page.