Raymond James Partners with Chapter to Offer Comprehensive Medicare Guidance for Clients Approaching Retirement

Chapter, the leading data-driven Medicare Advisor, has entered into a new partnership with Raymond James to provide trusted Medicare guidance to financial advisors and their clients. Through this partnership, Raymond James expands its Longevity Planning suite of resources – providing clients with tools to identify healthcare savings and benefits that support empowered, holistic retirement planning. 

"Most Americans underestimate how much they will need to cover healthcare costs in retirement, and they frequently overpay for medical care due to the opacity of the Medicare system," said Cobi Blumenfeld-Gantz, Co-Founder and CEO of Chapter. "This partnership allows us to amplify our impact as a consumer first, fiduciary-type Medicare Advisor, alongside a leading and forward-thinking financial services institution."

For many seniors, Medicare is a highly complex and irreversible decision. Chapter will help clients of Raymond James financial advisors simplify the process of finding the right Medicare coverage for their specific needs. Advisors now have a new resource to offer clients. Chapter’s concierge platform provides ongoing education and annual policy reviews to help clients make informed, confident decisions about their healthcare coverage year after year

Chapter’s Medicare support will enhance the experience of Raymond James advisors and their clients by strengthening the resources available to advisors. Through Chapter, Raymond James advisors can offer clients added value with timely retirement and turning-65 outreach, educational webinars, and clear Medicare resources designed to support confident decision-making.

“Healthcare and Medicare planning are essential to holistic financial planning, and our partnership with Chapter strengthens our financial advisors’ ability to deliver trusted, personalized guidance. This partnership continues to build upon and enhance the suite of Longevity Planning resources at Raymond James, empowering advisors to help clients make informed decisions and plan confidently for their healthcare coverage,” said Emily Treasure, Senior Manager, Longevity Planning at Raymond James

Chapter is the most comprehensive Medicare navigation platform in the United States. Built to empower older Americans with unbiased, personalized guidance, Chapter helps seniors find the best-fitting Medicare coverage by evaluating every plan in every zip code.