When your members turn 65, they should hear from you first.
Licensed advisors, under your brand, at no cost to your credit union.
Credit union member turning 65? Start here.
Each one is about to choose a Medicare advisor.
How many of them are your members?
Estimate based on roughly 11,200 Americans turning 65 each day, 2024 through 2027. Source: Alliance for Lifetime Income, Peak 65 research.
“When our members look back on life’s important milestones, we want them to be able to say, ‘Patriot helped me with that.’ Turning 65 and navigating Medicare is one of those pivotal moments.”
Read the announcement
“They should not have to figure it out alone with a stranger from a TV commercial. This program puts real guidance inside their credit union, where it belongs.”
See the program
Most of your members get their Medicare guidance from a TV commercial.
The outside agency that enrolls them does not stop at Medicare. It comes back for the IRA rollover, the CDs, and the HELOC. Your most loyal member becomes someone else’s client.
Do nothing
Members keep calling the number on the screen. You find out when the deposits move.
Build it yourself
Licensing, carrier contracts, compliance, trained advisors, and a few years of learning on your members.
Bring it in
A team that has run this inside credit unions since 2018 delivers it under your brand, with nothing for you to license, staff, or fund.
Three steps. Thirty days.
Sign
One program agreement, one vendor review. Our due diligence package is ready for your risk committee.
Launch under your brand
Branch materials, a co-branded member page, and staff talking points. Your team never gives advice; they make an introduction.
Your members get an advisor
A licensed advisor by phone, online, or in your branch. Real plan comparisons, enrollment support, and a review every year after.
Everything your risk committee will ask about.
Built Inside: why credit unions must lead the retirement health transition.
The case for a credit union Medicare program, the numbers behind it, and what partnership looks like. Written for CEOs, boards, and league leaders.
Thirty minutes with our founder.
Bring your membership numbers. You will leave with a sizing of the opportunity for your credit union, a launch plan, and the due diligence package for your committee.
Justin ValenzuelaFounder and CEO, MedVíaTwenty years in insurance distribution, including building and leading the Medicare program inside a credit union since 2018.