Medicare impacts all retirees. Leverage Chapter’s content, tools, and webinars as a gateway for meeting new clients and growing existing business.
Differentiate your offering
Position yourself as a full-service retirement planner. Help your clients find coverage for one of their largest expenses during retirement: healthcare.
Delight your clients
Medicare is confusing. Chapter guarantees your client is matched to the best possible plan for their situation.
Case Study
Mercer Advisors
Learn about how Mercer Advisors leverages Chapter's services to build loyalty with their clients.
"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
"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
“[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
“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
Will Chapter protect my clients' data?
Absolutely. Chapter is HIPAA-compliant and uses best-in-class, bank-level encryption and robust security controls to secure client data. In addition, Chapter does not sell any data.
How does Chapter make money?
Like other Medicare advisors, Chapter earns commission revenue from insurance carriers. Unlike other Medicare advisors we recommend the best plan for your clients, regardless of whether it pays us commission.
What type of plans does Chapter offer?
Chapter recommends all Medicare plans. This includes Medicare Supplement (Medigap) plans, Medicare Advantage (Part C) plans, and Part D Prescription Drug plans. Chapter also helps with Original Medicare sign-up and coverage (Parts A & B).
Learn more
Complete the form to find out how Chapter can partner with you.
Memoir, Inc. d/b/a Chapter is a privately-owned, data and technology-enabled advisory that helps older Americans navigate retirement. Insurance agency services are provided by Chapter Advisory LLC, a licensed health insurance agency and wholly owned subsidiary of Memoir, Inc. In California, Chapter Advisory LLC does business as Chapter Insurance Services (Lic. No. 6003691). The information on this site has been developed for general informational and educational purposes. Chapter and its affiliates are not connected with or endorsed by any government entity or the federal Medicare program. Chapter Advisory LLC represents Medicare Advantage HMO, PPO, and PFFS organizations and stand alone prescription drug plans that have a Medicare contract. Enrollment depends on the plan’s contract renewal. While we have a database of every Medicare plan nationwide and can help you to search among all plans, we have contracts with many but not all plans. As a result, we do not offer every plan available in your area. Currently we represent 43 organizations which offer 16,706 products in your area [nationwide]. That said, we search and recommend all plans, even those we don’t directly offer, and the number of carriers and plans we offer in your specific zip code may be different. Please contact Medicare.gov, 1-800-Medicare, or your local State Health Insurance Program (SHIP) to get information on all of your options.
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