Refer Family and Friends

How to Refer Your Family and Friends Who Are 65 and Older to


As a current Medicare client, you understand the importance of having comprehensive, personalized healthcare coverage. You’ve experienced firsthand the benefits of working with a trusted provider like Medicare Planning, and now you have the opportunity to share this valuable resource with your family and friends who are 65 and older. By referring them to, you can help them navigate the often complex world of Medicare with confidence and ease. Here’s how you can make a meaningful referral and why it’s so important.

The Importance of Referrals

Referring your loved ones to a reliable Medicare planning service ensures they receive the same level of care and attention that you have come to appreciate. As people age, their healthcare needs become more complex, and having a knowledgeable partner to guide them through the Medicare process can make a significant difference in their overall well-being. By sharing your positive experience, you are not only helping them find quality coverage but also providing peace of mind that they are making informed decisions about their health.

How to Make a Referral

  1. Start the Conversation: Begin by discussing your own experience with Medicare Planning. Share specific examples of how the services have helped you manage your healthcare needs effectively. Personal stories are powerful and can motivate others to take action.

  2. Provide Information: Give your family and friends the website address: Encourage them to visit the site to learn more about the services offered. Explain that the website is a comprehensive resource for understanding Medicare options, plans, and benefits.

  3. Highlight the Benefits: Emphasize the advantages of using Medicare Planning, such as personalized service, expert advice, and tailored plans that meet individual healthcare needs. Mention any specific benefits you’ve enjoyed, such as easy access to information, friendly customer service, and the peace of mind that comes with knowing you’re covered.

  4. Offer Assistance: Sometimes, taking the first step can be daunting. Offer to help your loved ones navigate the website, fill out forms, or set up an initial consultation. Your support can make the process less intimidating and more accessible.

  5. Share Contact Information: Provide them with contact details for Medicare Planning’s customer service. Knowing that there is a team of experts ready to assist can be reassuring and encourage them to reach out.


Medicare Planning is dedicated to helping seniors make informed decisions about their healthcare coverage. The website offers a wealth of resources, including detailed explanations of different Medicare plans, coverage options, and benefits. There are tools available to compare plans and determine which one best suits individual needs. By referring your loved ones to this resource, you ensure they have access to:

  • Expert Guidance: Professional advisors who understand the intricacies of Medicare and can provide personalized recommendations.
  • Comprehensive Information: A wide range of information on Medicare parts A, B, C, and D, as well as Medigap plans and other supplemental insurance options.
  • User-Friendly Tools: Easy-to-use tools that help compare plans and calculate potential costs, ensuring that your loved ones can make informed decisions.
  • Peace of Mind: Knowing they are making the best choices for their health and financial well-being.


Referring your family and friends to is a thoughtful and impactful way to support their healthcare journey. By sharing your positive experiences and guiding them towards a trusted resource, you help them secure the coverage they need to stay healthy and thrive. Start the conversation today and make a difference in the lives of those you care about.

Verified by MonsterInsights