Medicare: Give your clients peace of mind

Corient has partnered with Chapter Medicare, so that you can help your clients maximize their healthcare savings and improve their coverage.

If you have any Medicare or Chapter related questions, do not hesitate to reach out to your dedicated team at: [email protected]

First time here? Watch this short video in how you can connect a client to Chapter.

Connect a client to the dedicated Medicare advisors for Corient:

Refer a client

Enter client information to send them a personalized referral email.
Refer client

How it works:

As a Wealth Advisor at Corient, you and your clients have access to a dedicated team of Medicare advisors.

The process:

1

Connect your clients with a dedicated Medicare advisor

2

Chapter helps your clients choose or improve coverage

3

You receive follow-ups, reporting, and ongoing support

Your dedicated Medicare advisors

Your dedicated team of Medicare advisors has a 5/5 star rating across hundreds of reviews.  They provide holistic, fiduciary-type Medicare guidance to you and your clients to guarantee that they can find optimal healthcare coverage.

Questions?

Reach out to [email protected] with any questions you have, or if you'd like to host an educational Medicare session for current or prospective clients.

Contact your Chapter team

If you have questions or want to learn more, reach out to: [email protected]