Brian McArthur is the premier Medicare Practice Management speaker/ trainer on the circuit. He spent 10 years wholesaling insurance products to financial advisors, and he has ACTUALLY enrolled clients of financial advisors into Medicare.
Brian has “cracked the code” on how to integrate Medicare Planning into a financial advisor’s practice, especially if they’d like to uncover more opportunities in the following areas:
He will share his process that was developed, refined, and he uses daily while enrolling high net worth clients of financial advisors into Medicare.
While wholesaling annuity and LTC products for over 10 years, Brian observed consistent gaps in the Medicare education being offered from within our industry;
In 2016, Brian chose to embed himself within the Medicare enrollment experience firsthand, by offering to help financial advisors navigate Medicare for their clients. He has built a thriving practice working as an advocate for financial advisors, and as the Medicare Supplemental Insurance agent for their clients.
Brian is back to share the following with wholesale insurance distributors, and retail financial advisors alike;
There are TWO key moments in this process that Brian has identified, between a financial advisor and a client when all the satisfaction, gratitude, and ancillary insurance opportunity occurs. These two moments have been overlooked for years by the typical financial advisor-focused Medicare education model.
Brian’s keen observance of client and financial advisor behavior during his proactively executed Medicare enrollment plan shows all parties how to get what they need, and want.
Brian’s process creates a clear and obvious path to uncovering opportunities that create satisfied clients AND revenue to the financial advisor, namely:
“Brian’s tenure as a wholesaler, and entertaining speaking style, mixed with his empathetic approach to guiding my clients through Medicare is exactly what I was looking for to step up the level of service that I’ve wanted to offer to clients. I’ve been searching for a partner that doesn’t just educate about Medicare, but who’s guidance results in the client’s actual enrollment into Medicare.
Bob, Senior Vice President, Financial Advisor
“We rely on Brian to train our financial advisors to take charge of the Medicare Planning for our clients. Brian has explained Medicare to our clients individually and en masse, and creates the bridge between a client’s Medicare needs, and the role our financial advisors play. The end result creates relieved and well served clients, with astute financial advisors more confidently guiding clients through Medicare, and then LTC, lifetime income, and other needs within the client’s financial plan.”
Michael, financial advisor
“Brian does what financial advisors do not do, and makes financial advisors like me look great in front of my clients. Now I’ve got a plan for Medicare.
Brian McArthur was an annuity wholesaler for 10 years and an LTC insurance wholesaler for 2 years. He has studied the personalities, attitudes, moments of connection, and business models of hundreds of financial advisors.
In 2015, Brian retired from wholesaling. In search of ways to continue to help his loyal following of financial advisors, Brian observed a need for meaningful results as it relates to Medicare. There was lots of education about Medicare readily available, but not education that translated to results.
Brian wanted a “front row seat” experience to Medicare to see why the current efforts to integrate Medicare guidance into the financial planning model was only creating confusion. He started a Medicare Insurance practice entirely focused on helping financial advisors navigate Medicare.
He has since personally enrolled over 100 clients of financial advisors at the largest Wall Street broker-dealers into Medicare and has converted his experience into lessons for all of us. He founded The Medicare Planning Group, at Bridlewood Insurance to handle the Medicare needs of clients from all over the country.
Brian now educates financial professionals full time on how to “Crack the Code” of Medicare, and find deeper, more meaningful relationships with clients, resulting in new opportunities to help them AND generate revenue.
Brian coaches basketball for each of his boy/girl twins, volunteers at their school, and advocates for civilians and veterans suffering/ managing Post Traumatic Stress
After 15 years of wholesaling, Brian observed:
What an advisor needs to know:
A great Medicare agent partner works with a client in a way that ALWAYS reflects positively on the financial advisor
Teach financial advisors to take action.
Fast forward to enrollment
Get guidance from the FA
The Next Conversation with Your Advisor Should Be: