Medicare made simple
Your financial advisor has partnered with Chapter so you can find the best Medicare solution for your needs. Connect with a Medicare advisor to maximize your healthcare benefits and savings in retirement.
Speak to an advisorSchedule a meeting
Schedule a personalized Medicare consultation with one of your FA dedicated Medicare advisors and get all your questions answered.
“My Chapter Medicare advisor found me a prescription plan that is going to save me around $2,000 a year.”
Tim
“Tried to do it myself from the Medicare website. Total bust. The agent did all the work for me. I feel a huge weight off my shoulders.”
Kathleen
What would you like to discuss?
Select one to continue.
What to expect during your free consultation
During your phone call with a Chapter Advisor, they will ask you questions about your providers, prescriptions and priorities. Then, they’ll walk you through the Medicare decisions you need to make.
FAQ's
Who can Chapter help?
- Clients already on Medicare
- Clients over 65 and retiring
- Clients turning 65 and already retired
How much does it cost to use Chapter?
There is no cost to you or to your clients. There is also no difference in premium for your client to come to us or go directly to the carrier.
How does Chapter get paid?
Chapter as an organization does get paid on commission. However, Chapter’s Medicare advisors are paid the same regardless of what plan they recommend, even if it is a plan that does not pay Chapter.
Can our firm employees, family members or prospects use Chapter?
Yes! Especially for prospects, this could be a great introduction to your firm's comprehensive financial planning services.
How it works:
For a free consultation of your Medicare needs:
- 1Schedule a call with one of our dedicated Medicare advisors
- 2Discuss your options. The Chapter Advisor looks at every plan option to find the right one for you.
- 3Enroll in the right plan for you based on your providers, prescriptions, and priorities
Frequently Asked Questions
How does Chapter work?
Chapter is an independent Medicare advisor. We search and recommend every Medicare plan option available to you, including plans that do not pay us a commission, so you can compare your full set of options before you decide.
How is Chapter different from other Medicare brokers?
Chapter is the only national Medicare advisor that searches and recommends every Medicare plan option, including plans that do not pay us a commission.
What types of plans do you recommend?
We recommend both Medicare Supplement (Medigap) and Medicare Advantage (Part C) plans, along with Part D Prescription drug plans. We can also provide guidance and instructions on how to enroll in Parts A & B, which are the two parts of Original Medicare.
Is Chapter a free service?
Yes. Chapter provides Medicare advisory and enrollment services at no cost to clients. Chapter may receive compensation from an insurance carrier when you enroll in a plan, but carrier compensation has no impact on our plan recommendations.
How does Chapter make money?
Unlike other Medicare advisors, we recommend coverage options for you by searching among all available options, not just from those companies that pay us. We search among thousands of plans available nationwide.
We believe you deserve the right coverage, full stop. This means that we often recommend plans that earn us no money because it's the right thing to do.
When that happens, you still receive the full benefits of being a member of Chapter.


