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SmartConnect Medicare Referral Service for Financial Advisors

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Don't let your clients go through Medicare alone.

Medicare can be a confusing, frustrating, and painstaking process, whether it's initial enrollment or on-going coverage evaluation.

But it doesn't have to be.

SmartConnect offers end-to-end Medicare guidance, solutions and support for your clients. We offer personalized service, clarifying the Medicare process and helping them evaluate coverage options across national carriers. Should they find a plan with the coverage they need, we'll help them enroll — and then continue with on-going support for the rest of their Medicare journey.

SmartConnect has partnered with 2,200+ organizations, helping thousands of customers find coverage.

SmartConnect For Financial Advisors

SmartConnect partners with financial companies to offer our Medicare guidance, solutions and supports to clients. Your financial advisors are able to refer their Medicare-eligible clients to our licensed insurance agents. From there, we'll get to know your clients, fully understanding their current coverage and conducting a needs assessment to gather information on their health, budget and lifestyle in order to guide them to the right Medicare coverage.
Medicare Solutions
SmartConnect

Corporate Office

120 W. 12th St.

Suite 1700

Kansas City, Mo. 64105

Business Hours:

Mon.- Fri. 7:30 am - 5 pm CT

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Copyright © 2024 SmartConnect™. All rights reserved.
Edward Jones makes no representations concerning the content provided by SmartConnect. SmartConnect is a separate entity independent of Edward Jones. The information provided does not constitute an endorsement by Edward Jones, its employees or financial advisors. No compensation, cash or non-cash, has been received by Edward Jones or the Edward Jones financial advisor as a result of enrollment in a Medicare plan. Financial advisors can refer clients to SmartConnect but cannot provide a recommendation to a client on a specific Medicare plan.

SmartMatch Insurance Agency, LLC is licensed to sell insurance products in all 50 states. SmartMatch Insurance Agency, LLC is not associated with or endorsed by the U.S. Centers for Medicare & Medicaid Services, any government websites, or publications.

The contents of this website are subject to change without notice. We believe the sources used to provide this information are reliable. However, we do not guarantee or warrant the accuracy of this information. SmartMatch Insurance Agency, LLC provides the material on this website for informational purposes only. If you would like to find more information about the Government Medicare program, please visit the Official US Government Site for People with Medicare located at www.medicare.gov.

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