Don't be left behind...
Financial advisors, CPAs and Human resources professionals across the nation are adding i65.

When It Comes To Driving Your Success,
NOTHING Beats Medicare.

 
i65 Medicare Optimization software shown on a computer

The i65 software makes it easy to add Medicare to retirement planning and reap the benefits.

With i65 Medicare planning software, you can engage in powerful conversations about Medicare and healthcare in retirement — without having to become a Medicare expert. These conversations make it easy build trust with clients and extend the conversation to other critical topics, including estate planning, Social Security timing, and more.

Become a Medicare hero to your clients

Just a few of the benefits that come from becoming a hero include:

  • Increasing client leads and referrals OR protecting your company from litigation
  • Easily differentiating yourself from your competition
  • Getting a “foot in the door” with prospects who might not talk to you
  • Strengthening existing client relationships or your retirement offerings, and
  • Saving clients or employees thousands of dollars in costly mistakes.
 
IMPORTANT
You do NOT have to be a Medicare expert or sell insurance to become a hero to your clients.
Some of the best Medicare heroes make no money from insurance sales at all.

What is Medicare Optimization?

Medicare optimization is Three Customized Reports

 

REPORT #1:
i65 Needs Assessment®

This report empowers YOU to help your clients or employees avoid costly, if not deadly, Medicare mistakes. Use this report to provide invaluable information to clients about to turn 65, clients in their the 40s and 50s and planning for retirement, or even clients already enrolled in Medicare.

 
 

REPORT #2:
Medicare RoadMap

With a Medicare RoadMap, you can provide your clients or employees with expert Medicare guidance on whether to enroll in or delay Medicare coverage, what type of coverage would be best for them, and other critical information to assist with Medicare for today and in the future. Each RoadMap also includes specific step-by-step instructions.

 
 
 

new for 2023

ADD-ON REPORT for a medicare roadmap
Medicare PLAN SELECTION REPORT

After running a Medicare RoadMap, you can give your clients or employees specific Medicare plan recommendations through this new add-on report. Each fiduciary recommendations report is created by the Medicare experts at 65 Incorporated and is not affiliated with the sale of insurance.

 
 

REPORT #3:
iEstimate®

This report is a powerful planning tool for anyone trying to plan for their healthcare and long-term care costs in retirement. Each report is personalized based upon the person’s unique situation and needs, including family health history, plans for retirement, longevity, living arrangements, the zip code of the primary residence, and more.

 

 

stop avoiding your clients' or employee's critical medicare needs

With i65® Medicare Optimization, you can answer your client's Medicare questions – without having to become an expert!

 
 

i65 is a tool you can trust

Quite frankly, you don't have the time or the interest to become an expert on Medicare regulations. Now, with the revolutionary software program, i65, you don't have to!

Using i65, you'll be able to provide your clients with individualized, expert guidance right away on day one. With your help, your clients or employees will be able to plan for Medicare as a part of retirement, including all the costs associated with it.

 

 

Developed by Medicare experts with NO insurance sales bias

 
 
Diane-Medicare-Expert-Melinda.jpg

i65 is the creation of 65 Incorporated and nationally-recognized Medicare experts, Diane J. Omdahl, RN, MS and Melinda A. Caughill.

Through years of providing one-on-one consultations with seniors, along with their children, financial planners, and healthcare providers on a fee-for-service basis, the team at 65 Incorporated saw a need for honest and understandable Medicare information that didn't end in an insurance sales pitch.

The result is i65 and Medicare Optimization.

Today, you can use i65 to provide your clients with the same expert, individualized, and unbiased Medicare guidance that 65 Incorporated provides to its clients — without having to become a Medicare expert yourself.

 

 

Did you know — The average age of the highest net worth clients is 65.

Your best clients expect you to help them with their Medicare decisions — and now you can!

 
 

Look at any study being done on retirement planning today. It doesn't matter which one. You know what they all have in common? THIS...

Clients want — and need — help planning for healthcare in retirement.

  • “56% of middle-income boomers still believe Medicare will cover long-term care,” Center for a Secure Retirement, 2020 (Note: Medicare does not cover long-term care at all.)
  • “What retirement unknowns worry people most? Healthcare is number one.” Fidelity, 2020
  • “The number one reason boomers do not include healthcare costs in their sa vings goals is that they believe Medicare will cover them all.” Insured Retirement Institute (IRI), 2019 (Note: Medicare is not free.)
  • “The greatest financial worry in retirement is now healthcare and especially long-term care costs.” Edward Jones, 2021