Wealth Management Partnership Program

When asked about Medicare, do you have a have a high-touch solution for your clients?

Medicare doesn’t have to be a blind spot for your services. Partnering with American Senior Resources strengthens your client relationships because we educate and guide them as they navigate the complicated Medicare enrollment process. You’ll know that the partnership was worth it when your clients thank you for referring them to American Senior Resources.

Why Partner with American Senior Resources?

• Strengthen your relationship with existing clients
• Feel confident that your clients will receive the Medicare support and service they need
• Keep up with competitors that are looking to differentiate their services
• Receive reporting on client enrollments
• Partner with a leader. American Senior Resources is one the largest General Agencies in the Northwest and has served the area for more than 35 years

Offer Your Clients Medicare Education and Enrollment Services Designed for High Net Worth Customers

• Personalized full-service support
• American Senior Resources offers one-on-one client consultation in person or over the phone
• Three-way phone consultation with you and your client
• Group Medicare education seminars for clients at your office or offsite
• Annual review of client’s Medicare insurance
• Online enrollment options that are easy and convenient for clients
• Monthly educational Medicare newsletters that clients can benefit from pre-65