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.
Schedule a meeting
Schedule a meeting
4.95/5 · 3,349 reviewsSchedule a personalized Medicare consultation with one of your FA dedicated Medicare experts and get all your questions answered.
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All coverage options
Year‑round support
By submitting my phone number and scheduling a meeting, I provide my express written consent to receive marketing and non-marketing calls and text messages from or on behalf of Chapter Advisory, LLC ("Chapter") at the number I've provided regarding Medicare plans, including Medicare Advantage, Medicare Supplement & Prescription Drug Plans, even if my number is on a Do Not Call list and even if an automated dialing system, or pre-recorded message, or artificial voice is used. I understand & agree that my communications with Chapter are subject to Chapter's Privacy Policy & Terms of Service. This is a solicitation of insurance. Contact will be made by a licensed insurance agent.
I understand my consents to receive text messages and telephone calls are not required for any purchase; I may instead reach Chapter directly at (855) 900-2427 (TTY: 711); I can revoke my consents at any time by emailing [email protected]. Message and data rates may apply. Message frequency varies. Text STOP to opt-out of messaging.
You're Early!
Reach back out when you're within three months of retirement or your 65th birthday
You have nothing to worry about right now. When you're closer to retirement, let us know and we'd be happy to help!
If you believe this is a mistake, please send us an email at [email protected]
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:
1
Schedule a call with one of your dedicated Medicare advisors
2
Discuss your options. Your Medicare advisor looks at every plan
3
Enroll in the optimal health coverage that maximizes your benefits and minimizes your costs
Frequently Asked Questions
Chapter is an independent Medicare advisor. Unlike most Medicare advisors who search "all major plans" or a subset of plans that pay them a commission, Chapter searches every Medicare option available to you. This full search is why we find savings and benefits that others miss.
Chapter is the only Medicare Advisor that searches across all 24,000 Medicare options in the US, even the ones that don't pay them.
We recommend both Medicare Supplement (Medigap) and Medicare Advantage (Part C) plans, along with Part D Prescription drug plans. We can also help you enroll in Parts A & B, which are the two parts of Original Medicare.
Yes. Chapter provides Medicare advisory and enrollment services at no cost to clients.
Like many Medicare advisors, we earn a fee paid by insurance companies.
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.
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.