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Mercer Advisors
Nerdwallet
Wealthspire
MultiCare
OhioCoC
Cadence
SunRiver
MPG
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GoodRx
Mercer Advisors
Nerdwallet
Wealthspire
MultiCare
OhioCoC
Cadence
SunRiver
MPG
WorkMoney
Start
Easy to start

Meet with a member of our team to discuss what a successful partnership looks like for you.

Trust
Easy to work with

Receive personalized, co-branded marketing material for your audience — optimized for your existing marketing channels.

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Easy to rely on

 Using Chapter's propietary technology and 3 Ps method, an advisor will help your seniors compare all 24,000 Medicare options in the country.

Explore partnership opportunities

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Providers and Health Systems

Ensure your patients find Medicare coverage (Original Medicare / MA / D-SNP) that keeps their preferred providers in-network as they transition from commercial coverage, consider switching plans, and as they're impacted by contract terminations and carrier disruptions.

Financial Advisors

Improve retention and referral generation by guiding your retiree clients through one of the most universally complex and financially consequential decisions they'll need to make. 

Content Publishers

Partner with a data-centric, technology-forward company that will constantly optimize performance and put your customers first.

Other Organizations

Enhance your service offering by delivering best-in-class Medicare guidance to your member population.

What our partners are saying

L-Combs

"We see our partnership with Chapter as end-to-end relationship. It's not transactional, but a long-term partnership for both us and our clients."

Laura Combs, Managing Director, Mercer Advisors
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"The majority of Americans underestimate the true costs of healthcare in retirement, which is why it is critical that financial advisors emphasize the importance of Medicare planning as part of the financial planning process."

Mike LaMena, CEO of Wealthspire Advisors
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“[Our] collaboration with Chapter fortifies our commitment to the well-being and economic prosperity of all Ohioans."

Steve Stivers, CEO of the Ohio Chamber of Commerce
Jeb Cogger

“Our collaboration with Chapter allows us to enhance the value we provide our clients by seamlessly integrating Medicare planning into our financial planning services.”

Jeb Cogger, Head of Wealth Planning, Cary Street Partners

"I am so happy with the work that Infinity did for me! They were professional and very detail orientated. I would highly recommend them.

Jenny Wilson
Backed by top investors
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Susa Ventures

The Chapter Method

Once your member is connected to a Chapter Advisor, they'll answer questions about their 3 Ps: Providers, Prescriptions and Priorities. 

A Chapter Advisor will compare every plan from every carrier to maximize your member's savings and benefits.

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Learn more

Complete the form to find out how Chapter can partner with you.