Are you answering your clients           

                questions about Medicare? 

Your trusted partners in Medicare.

If you can't answer your client's questions about Medicare, they could go somewhere else.  Medicare Toolbox is your way of meeting the increasing demand for Medicare advice, while remaining as your clients go-to person for retirement advice & planning. 

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. 

Your clients deserve better than a call center to help them with Medicare. 

With 10,000 - 12,000 retiree's turning age 65 every day, the business of selling Medicare insurance has never been this lucrative. The reality is that these call centers are mostly hiring young people with little to no experience with all the intricacies of Medicare. Some are using extremely high pressure tactics to 'make the sale' and putting seniors at risk with penalties and incorrect plan selection. 

We know Medicare, so you don't have to.

It's a confusing subject, and the wrong advise when it comes to Medicare could cost your clients penalties and missed opportunities for enrollment. 

Whether you clients are aging into Medicare in the next year or leaving employer group coverage, now is the time to plan for the transition into Medicare. 

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

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Bruce Springsteen Born to Run - Austin, TX

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Jack Wheeler CFA - Kansas City, MO

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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