Strategic Medicare Consulting for Employers and Advisors

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At Medicare Transition Partners™, we specialize in Medicare transition consulting—not enrollment, not sales. Our services are designed to align with your Total Rewards strategy, reduce administrative burden, and provide high-impact support for Medicare-eligible employees and clients.

We serve HR professionals, Total Rewards teams, financial advisors, and high-net-worth families through fee-based, education-first guidance.

✓ Medicare Strategy Consulting for HR & Total Rewards
We advise your internal teams on how to support employees transitioning off group coverage—without violating compliance boundaries or increasing HR workload.

✓ Group Employee Education
We lead customized workshops and webinars to educate employees on timing, enrollment steps, and how Medicare interacts with employer benefits.

✓ Individual Employee Consults
One-on-one Medicare planning sessions for employees approaching retirement—especially helpful for dual-income households or employees navigating COBRA, HSA, or retiree health.

✓ Executive Transition Planning
Through MTP Reserve™, we offer white-glove Medicare consulting for executive or high-profile employees whose exit requires discretion, tax coordination, or plan layering.

✓ HR & Compliance Training
We train HR and benefits professionals on how to handle Medicare-related questions and conversations in alignment with federal compliance limitations.

While our primary focus is employer support, MTP also offers strategic Medicare consulting for organizations and partners supporting high-net-worth individuals, executive households, or private banking clients nearing retirement.

These engagements may include:

• Personalized Medicare strategy for C-suite family members
   
• Behind-the-scenes consulting for wealth and tax advisors
   
• White-labeled consulting support for select corporate partners
   

All services remain fee-based, education-driven, and product-neutral.