We help you and your clients transition into Medicare

If you can’t answer your clients’ questions about Medicare, they could go elsewhere. Medicare ToolBox is your way of meeting the increasing demand for Medicare advice, while remaining as your clients’ go-to person for retirement advice and planning.

Boost their confidence, keep their business!

Are you answering your clients           

                questions about Medicare? 

Your trusted partners in Medicare.


See our selection of weekly Podcasts

Episode 1: Staying on your employer group plan?

Episode 2: Navigating the HSA with Medicare

Episode 3: Potential penalties for late enrollment.

Episode 4: Is Medicare primary or secondary?

Your senior clients may have questions about their pending enrollment into Medicare. A partnership with trusted Medicare experts will eliminate the need for them to go elsewhere for advise, keeping them as your 'go to advisor' for financial planning and senior healthcare related services. 

Medicare Toolbox can help your organization...

Financial Advisors & Registered Reps

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Property & Casualty Agents

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Private Wealth Management 

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Large Group Employers

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Don't let your clients miss enrollment opportunities

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    AEP - Annual Enrollment Period
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    IEP - Initial Enrollment Period
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    ICEP - Initial Coverage Election Period
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    Employer Group Coverage
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    Medicare Part B
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    Credible Coverage Determination
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    Late Enrollment Penalties
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    Part D Penalty
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    IRMMA

or call: 800-405-4802

We build solid relationships with
Financial Advisors and P&C Agencies

Questions & Answers about our Service

When is a good time to start the Medicare conversation with our clients?

Can you meet with clients at our location?

How much does your service cost?

Why should I get involved with our clients Medicare affairs?

Meet your Medicare Experts

We collectively have decades of experience in senior healthcare insurance. 

 Jason Fisher


AUSTIN, TEXAS

Brooks Boyd


HOUSTON, TEXAS

Paul Bennett


KANSAS CITY, MISSOURI

Get to know us

If you are located in one of our three locations, we are happy to come and meet with you at your convenience.

Otherwise, we can set up a video conference and get to know one another.


or call: 800-405-4802

Copyright 2019, Medicare Toolbox  -  Disclaimer

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