Custom Medicare Marketing Materials — i65 Medicare Guidance Software for Advisory Professionals

Get the Medicare marketing materials you need to keep clients and earn new ones.

• Keep your best clients
• Get more clients just like them

It's easy with these i65® Medicare marketing tools!

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A popular 1990s movie declared, "If you build it, they will come." Unfortunately, in real life, this just isn't true. You could offer the best widget ever, but if you didn't tell anyone it existed... Well, let's just say the business probably wouldn't be around very long.

You have to tell customers what you offer and why the product/service is in their best interest. And, you have to tell them again... and again... and again — which isn't easy or cheap.

That's why i65® offers easy-to-use, custom-branded marketing and educational materials — Medicare sales flyer, Medicare case studies, Medicare educational presentation and "Medicare Milestones" educational brochures. With these resources at your fingertips, it's so much easier to promote your new Medicare offerings... and your business overall!


Medicare Educational Presentation | "Medicare Milestones" Brochures | Sales Flyer | Case Studies
Marketing Package Annual Licensing Fee:
$599 per year | $499 for i65 users

Learn more about the Medicare Marketing Materials package today.
Call 262-240-9860 and ask for Melinda.


Medicare Educational Presentation

Simply THE BEST Medicare Presentation... Period.

Nothing... and we mean nothing... draws a crowd better than Medicare. If you provide retirement planning services, it's critical that you can talk about Medicare.

When it comes to talking about Medicare, i65 has absolutely BEST presentation available. It's visually stunning. It uses a road metaphor to make Medicare incredibly easy to understand. It is fully scripted for your use. And, like all other i65 marketing materials, it will be customized with your logo.

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Here's what your audience will learn during the presentation:

  • Why Medicare is actually three parts and two paths — and NOT four parts
  • What Parts A, B, and D cover
  • How Original Medicare (with a Supplement) works
  • How Medicare Advantage plans work
  • What the six steps of Medicare are
  • How you can help clients avoid costly Medicare mistakes
  • ... plus more!

Learn more about how to most effectively promote your presentation.


"Medicare Milestones" educational brochures

Powerful Medicare Guidance Packed Into A Quick Read

The tag line of each four-page issue is, "Unbiased, Clear, and Concise Information for People With Better Things to Do Than Spend Hours Learning About Medicare." And, we mean it.

Each issues of Medicare Milestones presents your clients with only the most crucial information related single Medicare subject, such as Medicare Part D drug coverage or the three Parts (A, B, D) of Medicare, etc. Whenever possible, information is presented in charts, graphics, bullet lists, etc. to keep clients interested and engaged.

We recommend delivering these issues one-at-a-time over a 6- to 12-month period before your clients turn 65. View the marketing plan for these educational brochures.

With Medicare marketing package, you'll get access to the library of four "Medicare Milestones" brochures, each customized with your logo and contact information.


Medicare Marketing Sales Flyer

Tell the world that you offer Medicare guidance!

Available for all i65 package levels.

Use this one page flyer to tell your existing and prospective clients alike that you provide unbiased, expert Medicare guidance. This piece will be customized with your logo and contact information.

Suggestions for use:

  • Leave some on reception tables
  • Include in new client informational materials
  • Post in your office bathroom stalls
  • Use in direct mail
  • Mail with client newsletters

Medicare Case Studies

Humanize the Benefits of Unbiased Medicare Guidance

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Let's be honest. Some clients don't take Medicare as seriously as they should. Luckily, you'll have four REAL CLIENT case studies proving to your clients exactly how expensive Medicare mistakes can be.

Best of all, these case studies will be customized for your use, including your company's logo and contact information.

Suggestions for use:

  • Include in client information
  • Discuss these as a way of introducing the Medicare offering
  • Send to clients at their 64th birthday along with the sales flyer
  • Use in the promotion of Medicare-related seminars

Learn more about the Medicare Marketing Materials package today.
Call 262-240-9860 and ask for Melinda.