Making Medicare easy... for you and your clients.
We’ve helped over 250 financial advisors guide their clients towards the best Medicare plans and providers.
How it works
Join The Network
Begin with a quick conversation to join the Thrive referral network. In this call, we’ll cover compliance, documentation, and education so you can seamlessly add Medicare support to your existing advisory business.
Refer Clients
If your clients have questions about Medicare, send them our way. We’ve helped over 1,000 people choose the right Medicare solutions. Check out how easy it is by completing a sample intake form.
Everyone Wins!
You’ll earn referral fees every time someone signs up for a qualifying Medicare plan through Thrive. Once you've referred someone, we'll take care of everything. It couldn't be easier to add stress-free value to your clients’ lives... with Thrive Medicare Strategies.
Hello, my name is Karen Ann B. and I live in suburban Chicago. I was referred to Scott by my financial advisor.
I wanted advice in wading through Medicare and all the possible supplemental health plan choices. I shared my Drs, Rxs and my preferences for coverage and Scott presented perfect on-point options almost immediately.
30 mins later, I have the best plan, all questions answered and am already enrolled! Best experience involving medical coverage and insurance ever.
Trust me on this, having an independent advisor like Scott is the way to go.
Why Choose Thrive?
Why Advisors Choose Thrive
Financial advisors and their clients trust us to provide fair and straightforward guidance in selecting the right Medicare plans.
Support & Clarity for Your Practice
We know you need to build a client pipeline, provide appropriate guidance and wealth management services for a wide range of personalities with varying objectives, and manage the day-to-day needs of your business… and a million other things besides.
Wholesalers will throw out eye-popping numbers (for example, the average retiree will spend $285,000 on healthcare after age 65), but no one wants to tell you the important stuff… like how to best manage your healthcare expenses in retirement.
Your clients want to save money on healthcare during retirement. They don’t want to be overwhelmed or stressed out by too many options with unclear benefits and expenses. If you can solve those problems, you’ll have clients for life.
It’s more important than ever to help your (soon-to-be) retired clients make informed decisions.
The Medicare market is full of sharks who prey on the 10,000 Americans turning 65 every day. They want Medicare to seem complex and challenging, so your clients will be more likely to accept their ideas without doing their own research. But the wrong choices can result in a lifetime of penalties your clients won’t be able to escape.
A Partner You Can Trust
Thrive Medicare Strategies is here to help you secure the right Medicare services your clients need, at the lowest possible costs, while remaining fully compliant with all laws and regulations. We want partners for life, not just for right now.
Thrive founder and CEO Scott Nelson has trained over 250 financial advisors in Medicare best practices since 2015. In that time, the Thrive Medicare network of advisors and clients has:
- Helped over 1,000 eligible beneficiaries choose their plan(s).
- Trusted Medicare partner for 30+ independent advisory firms.
- Mentored 50+ advisors to become their firm's in-house Medicare experts.
Focus on What Matters Most
We’re financial advisors first, but we’re Medicare experts because our clients demanded it. So when we say “we know what it’s like,” it’s because we’ve been there, too.
Don’t let your clients’ Medicare uncertainty get in the way of your growth or hinder the good relationships you’ve built.
And don’t miss out on the easiest opportunity you might ever have to add a new revenue stream to your practice.
Trust the experts to give your clients the best advice and experience, so you can get back to handling everything else.
Your clients are expecting you to help them avoid Medicare mistakes
FREQUENTLY ASKED QUESTIONS
Here’s to answer some of your most frequently asked questions:
Are my clients eligible for Medicare?
We primarily serve clients who are at least 65 years old — the primary criteria for Medicare eligibility. However, clients receiving disability benefits, or those suffering from Lou Gehrig’s disease or end-stage renal failure are also eligible for Medicare.
Is my client still eligible for Medicare if they’re working after 65?
Everyone needs to understand how their current employer coverage might work with Medicare.
If your clients have questions about their current insurance, their best source of information is your benefits administrator, insurer, or plan provider. Thrive is here to help you and your clients compare the costs and benefits of any work healthcare plans against what may be available through Medicare. We provide unbiased information on dozens of potential options — and help you narrow it down to avoid analysis paralysis.
How does the Thrive partner network work?
Thrive Medicare is an independent “sister brand” of Thrive Wealth Strategies, a registered investment advisory firm operating through LPL Financial. We provide several key Medicare-related support services for financial advisors:
- Training for those interested in offering Medicare services.
- A trusted partner to help your clients choose their programs.
- A reliable referral revenue stream — we help hundreds yearly.
- Education and guidance (mentorship) for elite advisors.
- A turnkey system for adding Medicare guidance to your practice:
- Client letters
- Educational videos
- Live workshops
- Marketing collateral
We can help you become your firm’s Medicare expert, or we can support your clients directly while you collect referral payments. The choice is yours!
How will this affect my client relationships?
Do your clients want to spend hours poring over the nitty-gritty details of Medicare Part A, B, C, and D? Do you want to sit down with your clients to discuss government-provided healthcare? Probably not. That’s why we’re here.
We save you and your clients time and money, and we always offer guidance with integrity. We’ve helped over 1,000 eligible clients, and have received zero complaints or negative reviews.
Our partner network loves us, and we’ve often been praised for improving their client-advisor relationships. Just check out the testimonials above! You didn’t scroll right past our testimonials, did you?
Will you train me to offer Medicare consulting services?
We help a limited number of financial advisors implement Medicare consulting into their practices each year. Contact us today to see if you’re a good fit for Thrive Training.