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Retirable and The Medicare Geek Partner To Empower Medicare Consultants With Health and Wealth Services

Retirable and The Medicare Geek are partnering to empower Medicare consultants with holistic health and wealth services.

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Retirable

Published May 10th, 2023

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An estimated 10,000 Americans reach the full retirement age (FRA) of 65 every day, left to navigate Medicare and its maze of decisions around Medigap, Medicare Advantage, and healthcare outcomes by themselves.

In 2022, more than 28 million people enrolled in a Medicare Advantage plan, accounting for approximately 48% of the eligible Medicare population. The industry growth is staggering, considering that just fifteen years ago, only 8 million people were enrolled in Medicare Advantage, just 19% of the eligible Medicare population.

As more and more Americans enter this marketplace, the need for advice and consultation on these Medicare options is more evident than ever. Simultaneously, competition for this growing audience’s loyalty increases.

Enter Retirable and The Medicare Geek. We’re partnering to provide Medicare consultants the ability to offer the type of fiduciary financial services previously afforded only to wealthy Americans, improving health and wealth outcomes for every retiree.

Empowering Medicare consultants to cultivate positive health and wealth outcomes

The Medicare Geek provides every client with a personal advocate to help them make wise plan choices, navigate customer service or billing issues, save on their prescription drug costs and take advantage of value added services—like Retirable.

By partnering with Retirable, The Medicare Geek empowers its consultants to offer holistic financial planning, leading to deeper client relationships, additional revenue per client and improved customer loyalty.

The Medicare Geek clients can take advantage of the following benefits from Retirable:

  • A comprehensive financial plan for retirement customized for each client’s individual goals and lifestyle.
  • A dedicated Retirable Advisor; acting as a fiduciary in the best interest of the client
  • Expert investment management, reliable retirement income and legacy planning
  • Industry low fees and minimums
  • Ongoing, free financial wellness checks, tips and insights related to retirement health and wealth
  • Ongoing service to make sure one is always in the best Medicare plan for one’s current situation
  • Personalized support with customer service issues, drug cost reduction, the appeals and grievances processes

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Who is The Medicare Geek?

The Medicare Geek was founded by Jason Blake in 2017 as part of My Plan Advisors, an Integrity Insurance company. The Medicare Geek specializes in training and supporting community-based, expert insurance agents to help consumers navigate their Medicare choices. The Medicare Geek agents focus on giving the very best advice and not just getting the sale. Our goal is to treat every Medicare beneficiary as good as our grandparents.

Why Retirable is partnering with The Medicare Geek

Nearly 3/4 of Americans do not have a financial plan for retirement. We believe that every American deserves access to holistic retirement planning, investing and spending advice at an affordable cost. We’re on a mission to empower a confident, worry-free retirement for everyone. A truly confident retirement focuses on more than just wealth, but health and how you enjoy your time.

The Medicare Geek clients are entitled to a free consultation by a fiduciary advisor at Retirable. This introductory session helps to build strategies to produce and maximize income reliably in retirement, setting a plan in motion. By working together we can incorporate a retiree’s healthcare costs from Medicare Geek into clients’ retirement plans and ensure these costs are covered. We make sure their goals are met while reviewing rising costs on an annual basis together, referring them back to their Medicare Geek consultant for annual renewals.

“By working directly with The Medicare Geek consultants, we’re building a trusted network of health and wealth services for retirees across the financial spectrum,” said Tyler End, CFP®, CEO & Co-Founder at Retirable. “It’s a win for everyone involved. We provide broader access to financial wellness to a growing population of retirees and The Medicare Geek increases revenue and customer satisfaction, building lifelong relationships with their clients.”

How to partner with Retirable

If you’re looking to provide holistic health and wealth expertise to your clients, Retirable wants to partner with you. Learn more about partnering with Retirable. Let’s empower a confident, worry-free retirement for your clients together.

About Medicare Geek

To find an agent in your area, use The Medicare Geek's search by state feature or email [email protected] with your zip code and contact info. An agent will follow up with you within 24 hours.

About Retirable

Retirable, the first-of-its-kind holistic retirement solution with the ongoing care of an advisor, offers products and services across the retirement investing, planning and spending spectrum. Retirable was founded by industry veterans to empower a worry-free retirement for everyone. By opening access to financial guidance for retirement, Retirable gives its clients greater confidence and control when they need it most. Headquartered in NYC and founded in 2019 by Tyler End, Ian Yamey and Brian Ramirez, Retirable is backed by Primary, Diagram, Vestigo Ventures, Portage and Primetime Partners. To learn more about partnering with Retirable, reach out to us here.


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Retirable, the first-of-its-kind holistic retirement solution with the ongoing care of an advisor, offers products and services across the retirement investing, planning and spending spectrum. Retirable was founded by industry veterans to empower a worry-free retirement for everyone.

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Retirable, the first-of-its-kind holistic retirement solution with the ongoing care of an advisor, offers products and services across the retirement investing, planning and spending spectrum. Retirable was founded by industry veterans to empower a worry-free retirement for everyone.

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Still have questions about how to properly plan for retirement? Speak with a licensed fiduciary for free.

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Legal

Retirable, Inc. ('Retirable') is an SEC registered investment advisor. By using this website, you accept our Terms and Conditions and Privacy Policy. Retirable provides holistic retirement planning services, which are available only to residents of the United States. You must be at least 18 years of age to become a Retirable Premium user. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.

Investing involves risk and past performance is not indicative of future results. Increased spending increases the risk of depleting your savings and performance is not guaranteed. It is very important to do your own analysis before making any decisions based on your own personal circumstances.

For more information, see our Form ADV Part II and other disclosures.

Retirable is a financial technology company, not a bank. Banking services provided by Blue Ridge Bank N.A., Member FDIC. FDIC insurance is available for funds on deposit up to $250,000 through Blue Ridge Bank N.A., Member FDIC. The Retirable Visa® Debit Card is issued by Blue Ridge Bank N.A. pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa debit cards are accepted.

* Annual Percentage Yield (APY) of 5.12% is effective as of Aug 1, 2023. This is a variable rate and may change after the account is opened. Fees could affect earnings on the account.

** Refer to the fee schedule in your Consumer Deposit Account Agreement

© 2024 Retirable Inc. All rights reserved.

We're accredited and certified by

Legal

Retirable, Inc. ('Retirable') is an SEC registered investment advisor. By using this website, you accept our Terms and Conditions and Privacy Policy. Retirable provides holistic retirement planning services, which are available only to residents of the United States. You must be at least 18 years of age to become a Retirable Premium user. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.

Investing involves risk and past performance is not indicative of future results. Increased spending increases the risk of depleting your savings and performance is not guaranteed. It is very important to do your own analysis before making any decisions based on your own personal circumstances.

For more information, see our Form ADV Part II and other disclosures.

Retirable is a financial technology company, not a bank. Banking services provided by Blue Ridge Bank N.A., Member FDIC. FDIC insurance is available for funds on deposit up to $250,000 through Blue Ridge Bank N.A., Member FDIC. The Retirable Visa® Debit Card is issued by Blue Ridge Bank N.A. pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa debit cards are accepted.

* Annual Percentage Yield (APY) of 5.12% is effective as of Aug 1, 2023. This is a variable rate and may change after the account is opened. Fees could affect earnings on the account.

** Refer to the fee schedule in your Consumer Deposit Account Agreement

© 2024 Retirable Inc. All rights reserved.

We're accredited and certified by