40+ years of experience
Allsup has been helping people navigate important transitions for more than four decades.
FOR FINANCIAL ADVISERS
40+ years helping people navigate life’s transitions
Their next chapter.
Your trusted guidance.
Give clients a specialist resource for Medicare questions, alongside the retirement guidance they count on you for.
Medicare assistance at no cost to your organization or the people you refer.
A PRACTICAL EXTENSION OF YOUR SERVICE
A trusted resource for the next question.
When your clients have Medicare questions, give them a clear place to start. Allsup has been helping people for more than 40 years.
Assistance at no cost
There is no cost to your organization or the people you refer for our Medicare assistance.
Your relationship continues
Your team maintains its existing relationships. Allsup handles the Medicare questions and support.
A SIMPLE REFERRAL RELATIONSHIP
One introduction.
A helpful next step.
We can help prepare branded materials and set up the referral process together.
- A quick conversation about your audience
- A branded resource page and sample flier
- An agreed destination for Medicare referrals
- Allsup support for the people who choose assistance
Clear expectations from the start.
We agree on the referral process and branded materials before sharing them with clients or members. People choose whether to request assistance. This page describes a proposed relationship.
Beyond Medicare
A separate conversation can explore Allsup’s Social Security disability or return-to-work services when relevant. These services have their own eligibility, terms and intake processes.
Allsup Benefits Coordination