Partners | CoverRight

CoverRight® | Financial Advisor Program

Help Your Clients Master Medicare—and Grow Your AUM

Add expert, white-glove Medicare guidance to your financial planning without adding to your workload.

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Why Partner with CoverRight?

Fill Your Pipeline with New Clients: Engage consumers interested in Medicare in retirement with content and expert insights

Deepen Trust: 77% of pre-retirees rank health costs as their biggest worry. Earn their loyalty through proactive guidance

Zero Additional Work: We handle all client education, enrollment, and ongoing support; you stay focused on all your clients' other needs

Be the Only RIA Offering Medicare Navigation: Add expert Medicare guidance to offer a more holistic planning process without increasing your workload or expenses.

White-Glove Process: Each client is walked through and educated throughout the process in a way that best fits their needs

What Your Clients Get

1:1 Licensed Advisor Guidance from a team with a 4.9 Star Average Review on Trustpilot
Customized Medicare Education & Plan Comparisons, saving clients 10+ hours and hundreds of dollars a month
Live Webinars & Medicare 101 Series
24/7 Access to Tools, Blogs, & Video Guides to learn about Medicare whenever is most convenient for them

How it Works

You Refer – Share your client’s contact with your dedicated account manager in less than 60 seconds
We Educate – Medicare 101, plan comparisons, Q&A, and handle all paperwork
We Keep You Informed – We notify you of any updates to your clients’ coverage, and inform you of the costs of their Medicare plan so you can utilize it in your financial planning models

What Our Partners Say

“Finding a Medicare partner who could maintain my high service standards while relieving me of the burden of Medicare expertise was crucial for my practice. CoverRight has exceeded all expectations. Their team’s comprehensive knowledge, responsive service, and client-first approach have made them an indispensable resource for both my practice and my clients. They’ve mastered the intricacies of Medicare, so I don’t have to”

“In my profession, I frequently receive inquiries from clients seeking guidance on Medicare and its complexities. I was looking for a partner who could deliver the high-quality service my clients expect while unburdening me of the responsibility of spending countless hours studying the intricacies of Medicare. From the onset, CoverRight has been an exceptional resource and partner. The team at CoverRight consistently exceeds expectations with their expertise, efficiency, and unwavering support, making them an invaluable partner for my practice.”

What Our Clients Say

“Super helpful. Made an incredibly complicated process easy to understand and made me feel confident I enrolled in the best plan for my needs. I look forward to using them for my husband’s coverage as well. ” – Diane

“I wasn’t pushed to one plan or the other, after inputting my information, the agent took the time to fully understand my personal situation and suggest the best plan for me” – Harvey

Let’s Talk

Book a call to discuss a partnership opportunity with CoverRight

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CoverRight Insurance Services Inc. represents Medicare Advantage HMO, PPO and PFFS organizations that have a Medicare contract. Enrollment depends on the plan's contract renewal.

We do not offer every plan available in your area. Currently we represent 37 organizations across the nation which offer 3,029 products. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

Not all plans offer all of these benefits. Benefits may vary by carrier and location. Limitations and exclusions may apply.

Enrollment in a plan may be limited to certain times of the year unless you qualify for a Special Enrollment Period or you are in your Medicare Initial Enrollment Period.

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