i65^® Medicare Optimization Software is easy to add and even easier to afford!

Simply choose an i65 plan level that best meets your organization's unique needs from the chart below. Then, click the SELECT button below that level to get started.

Get access to exclusive discounts on services through the software The Medicare Chauffeur plan gives advisors access to the i65 software suite to order Medicare consulting services at a discount. No uses of the i65 software are included.

• Unlimited i65 Reports — Medicare Needs Assessments, iEstimates, and i65 Medicare RoadMaps for every client covered by your plan.
• Unlimited Professional Users and System Admins — You can have just one admin in i65 system or thousands of professional users and admins. Either way, the price you pay for your plan remains the same.
• The i65 Resource library — A treasure trove of Medicare and healthcare related tools, worksheets, calculators, white-papers, marketing guides, helpful links, and more.
• Customization Settings — You have the power to change much of what appears in the i65 system and on client reports, including the logos, contact information, legal disclaimers, local insurance agent contact information, and more.
• Discounts on 65 Incorporated Consultation Services — When you use i65, we encourage you to use the system to the fullest. However, in the event that you have a client that truly requries the of a Medicare expert, you'll be able to access the services of 65 Incorporated at rates not available to the general public.

Which plan level is Best For me?

Start by determining how many of your clients are actively engaged in planning for retirement. Typically, this is clients 45 years of age to retirement.

Remember, with the i65 Needs Assessment and iEstimate reports, i65 is incredibly useful for any client engaged in planning for retirement... not just clients who are eligible for Medicare.

Use this number as a basis for determining your base Membership Level.

Unsure of the level that's best for you? Call us at (262) 223-3001. We'll help you navigate to right version of i65.

Can I change my plan level?

Yes, you may change your plan level at any time.

If you are switching to a higher plan level, that new plan will take effect immediately. You'll receive a credit for any unused "active client" slots. If you're changing to a lower plan, the new plan will take effect on the date of your annual renewal.

Are consulting services available?

When you use i65, we encourage you to use the software system to the fullest. However, in the event that you have a client with needs that require the attention of a Medicare expert, you'll be able to access the Medicare consulting services of 65 Incorporated at rates not available to the general public. These services include:

• One-on-one personal Medicare enrollment consultations
• Medicare Open Enrollment Plan reviews
• Specific Selection of Medicare Plans, added to i65 RoadMaps
• plus more

What if i only want to order medicare consulting services?

Not a problem! The Medicare Chauffeur plan is created just for your needs. With this plan level, you'll get access to the i65 software. With this access, it's easy to to order consulting services. Plus, you'll have access to the discounts that are only available through the i65 software.