Hilliard Lyons clients will need to make important Medicare decisions as they approach age 65. To meet this need, the wealth management firm has geared up to provide clients personal Medicare planning guidance in a new partnership with HPOne, recently rolled out across Hilliard Lyons’ 12-state footprint.
Clients have many questions about Medicare, including:
- Should I go with Medicare Advantage or Original Medicare with a supplement?
- What type of supplement should I get?
- What drug coverage do I need?
- What exactly do Medicare Parts A, B, C, and D cover?
- How often should I reevaluate my choices once made?
Helping clients answer these questions and evaluate confusing Medicare options is now an ancillary service that Hilliard Lyons Wealth Advisors will be offering.
“Our Wealth Advisors already offer financial planning to help clients achieve their financial goals,” said Jaleigh White, a Hilliard Lyons EVP and Director of Wealth Services. “We also offer Social Security planning, insurance planning, an in-house investment banking division for owners of mid-sized businesses, a trust company with concierge-level service, and a wealth and family office for ultra-high-net-worth clients. With HPOne’s guidance, helping clients make better Medicare choices will give clients confidence that their financial plan is optimized.”
HPOne is appointed with all major and many regional insurance companies in the Medicare space and can consult with Hilliard Lyons clients across its entire footprint. Not only can they provide advice on their Medicare options, they can also compare costs across multiple providers to find optimal solutions. Clients will have exclusive access to some of the most experienced health insurance agents working in HPOne’s specialty brokerage group. A co-branded website also lets clients review plans and compare their costs.
About Hilliard Lyons: The Wealth Advisors of Hilliard Lyons (hilliard.com) get to know clients deeply, understand their goals and ambitions, then build personal financial roadmaps that will allow them to reach their goals. Building on industry best practices and leveraging the acumen of Home Office staff, they guide clients through all the stages of their financial lives to help them achieve long-term peace of mind.
J.J.B. Hilliard, W.L. Lyons, LLC is a member of the New York Stock Exchange, FINRA, and SIPC. Founded in 1854, the firm currently has over 75 branches in 12 states.
About HPOne: Founded in 2006, HPOne is a leading sales and marketing organization that operates across multiple segments of the Medicare and health insurance marketplaces. Using proprietary technology solutions coupled with deep industry knowledge, the company provides a range of outsourced sales, marketing, and contact center services for national and regional health plans and manages the largest exclusive Medicare lead generation marketplace in the industry. HPOne’s core differentiation is its exclusive focus on the health insurance industry, bringing innovative and performance-based solutions that address the most pressing challenges facing clients. For more information, visit www.HPOne.com.