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- 1 in 3 retirees has a financial advisor.*
- But only 2% use that advisor to help choose a Medicare plan.**
You can be the difference.
Let’s turn confusion into clarity—and trust into long-term partnerships
Clients are looking for Medicare help. Most aren't getting it from their advisor.
You can change that.
Find the Right
Medicare Health Plan
The Smart Way to Grow Your Book of Business Starts Here
EOS makes it easy for you to expand your business, retain more clients, and earn ongoing compensation, all without changing the way you work.Why Advisors Partner With Us
Grow Income Without the Hassle
Earn compensation per referral enrollment and on residual enrollments annually, with no AHIP or certification requirements. Let EOS help your clients find the Medicare plan that meets their needs. Our model makes it easy to scale, be profitable, and be compliant.
Strengthen Client Retention
Medicare isn’t just a product. It’s a powerful relationship touchpoint. Clients rely on their Medicare agents to navigate complex insurance options. Advisors who help clients navigate Medicare stay top-of-mind and earn client trust.
Accelerate Annuity Growth and Cross-Selling
Medicare opens doors to annuity conversations and broader financial planning. With predictable income needs and trust already built, you can easily cross-sell life, final expense, estate planning, and other solutions.
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