At Emerald Medicare, we take pride in building strong partnerships with a wide range of professionals, including Financial Planners, CPAs, and Health Professionals. Our goal is to provide expert Medicare guidance that complements the services these professionals offer, enhancing the value they bring to their clients. Further, these partnerships ensure we’re prepared when our clients need assistance with something besides Medicare; we can confidently connect them with the proper medical and/or financial professional for their needs. By offering education, resources, and hands-on support, we empower firms and medical offices to confidently address the Medicare needs of their clients and patients. Here’s how we work with these allied professionals to deliver outstanding results.

Financial Planners and Wealth Advisors play a critical role in helping clients achieve long-term financial security. Integrating Medicare planning into Wealth Planning services adds immense value and builds client trust. At Emerald Medicare, we collaborate with planners & firms across the country to offer free expert Medicare consultations that complement their financial advice.

• Customized Medicare Education: We provide tailored Medicare education that aligns with the client’s financial goals, helping them understand their options for Medicare Parts A, B, C, and D as well as Medigap plans.
• Annual Coverage Reviews: Our team conducts annual reviews to ensure that clients’ Medicare coverage adapts to changes in their healthcare needs and financial circumstances.
• Hands-On Guidance: Planners can connect us directly with their clients or work with us on behalf of their clients. Either way, we guide each individual through the Medicare enrollment process, ensuring they choose the best plan for their unique situation.
• Unbiased Recommendations: As an independent brokerage, we’re not tied to any specific insurance provider. Our recommendations are based solely on what’s best for the client, offering planners peace of mind.

This collaborative approach not only enhances the value planners provide to their clients but also strengthens client loyalty and satisfaction.

CPAs and Tax Professionals often encounter clients who are approaching Medicare eligibility or are already Medicare beneficiaries. Understanding Medicare’s financial implications, such as premiums, penalties, and tax considerations, is crucial for their clients’ financial well-being. At Emerald Medicare, we partner with CPA firms, large and small, to provide expert Medicare insights that complement their tax and financial services.

• Presentations and Educational Events: We sponsor professional organizations such as state chapters of the Society of Public Accountants (MassCPA, CTCPA, NYCPA, etc.) and the Financial Planning Association (FPA). Through these partnerships, we deliver seminars, webinars, and Lunch & Learn sessions tailored to CPAs and their firms.
• Medicare Guidance for Clients: CPAs can refer their clients to us for one-on-one Medicare consultations. We provide personalized advice that helps clients make informed decisions about their healthcare coverage.
• Streamlining Complexities: We help CPAs understand how Medicare interacts with tax planning, such as the tax-deductibility of premiums and penalties for late enrollment. This knowledge enables CPAs to provide more comprehensive financial advice.
• No-Cost Expertise: Our services are always free, allowing CPAs to enhance their value proposition without adding costs for their clients.

By integrating Medicare education and resources into their practice, CPAs can offer a more holistic service to their clients while benefiting from the expertise of Emerald Medicare.

Health professionals—including doctors, case managers, social workers, and Certified Senior Advisors (CSAs)—are often the first to hear their patients’ or clients’ concerns about Medicare. These professionals play a crucial role in guiding older adults through their healthcare and retirement journey, and Emerald Medicare partners with them to ensure their patients and clients receive the best possible Medicare guidance.

• Collaboration with Medical Offices: We partner with local medical practices to provide Medicare education and resources that help their staff address patient questions confidently.
• Support for Case Managers and Social Workers: Through partnerships with organizations like the Case Management Society of America (CMSA), we offer training sessions and resources tailored to case managers and social workers. This support enables them to guide patients toward informed Medicare decisions.
• Partnerships with Certified Senior Advisors (CSA): As active members and presenters at the Society of Certified Senior Advisors’ national conference, we regularly collaborate with CSAs who guide older adults through complex retirement and aging decisions. By partnering with Emerald Medicare, CSAs gain an experienced ally who can address the Medicare-specific concerns of their clients, ensuring comprehensive support.
• Patient and Client Referrals: Health professionals and senior advisors can refer their patients or clients directly to Emerald Medicare for personalized consultations. We assist each individual in finding plans that meet their medical and financial needs, ensuring a smooth enrollment process.
• Professional Events: By sponsoring and attending events hosted by medical and senior-focused organizations, we build strong professional relationships and provide tools that help allied professionals address Medicare inquiries effectively.

Our collaboration with health professionals, case managers, and senior advisors enhances both patient and client satisfaction while allowing professionals to focus on their core services.

At Emerald Medicare, we believe in the power of collaboration to deliver better outcomes for clients and patients. Whether you’re a Financial Planner, CPA, Health Professional, or Certified Senior Advisor, our expert team is here to support your efforts by providing education, resources, and hands-on guidance tailored to your clients’ and patients’ unique needs. Best of all, our services are always 100% free, making it easy to enhance your value without adding costs.

If you’re interested in partnering with Emerald Medicare, contact us today to learn more about how we can work together. Schedule an appointment with one of our expert brokers through Calendly, or reach out directly using the information below.

Contact Us
📞 (888) 683-6372 or (845) 358-1220
📧 office@emeraldmedicare.com