Healthpilot, a leading AI-driven, a fully digital platform for Medicare education and insurance enrollment, has announced a new partnership with Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group. The partnership will provide seamless single sign-on access to Healthpilot’s predictive technology through the Envestnet platform for more than 2,000 LFN financial professionals nationwide.
Healthpilot provides an easy-to-use online platform for people to find and enroll in Medicare plans with recommendations that are tailored for their needs. Using proprietary technology, the platform accurately estimates a person’s healthcare expenses and accommodates their doctors, medications, and other key attributes. Healthpilot then recommends the best Medicare plan available from all the options the platform offers and lets people enroll, all in as little as 15 minutes. With such a powerful platform, Healthpilot is transforming the Medicare insurance experience by making Medicare easy for everyone.
“For financial advisors, helping clients prepare for rising healthcare costs is often a challenging situation. Financial advisors have not previously had the tools to assist their retiree clients with health insurance issues that can have a major and direct impact on their financial plans. For the advisor’s clients, Medicare enrollment is particularly confusing, exhausting, and frustrating,” said Dave Francis, co-founder, and CEO, Healthpilot. “This new national partnership empowers Lincoln Financial Network to better assist with each client’s specific financial needs. Our advisor portal offers a unified integration of client information to uniquely and simply assist in this consequential aspect of their lives and enables the creation of a holistic, comprehensive financial plan for every retiree.”
LFN is dedicated to providing solutions, strategies, and support that help financial professionals secure their clients’ financial futures. Through the use of an independent operating model and an open architecture design, LFN empowers financial professionals to design their practice around their clients’ unique needs and investment objectives.
“At Lincoln Financial Network, we focus on providing our financial professionals opportunities to use cutting-edge resources when delivering holistic wealth management services to their clients,” said Ed Walters, LFN’s Senior Vice President of Investment Products, Platforms and Practice Management. “We are excited to partner with Healthpilot, to make it easier for LFN’s financial professionals to leverage proprietary, AI-driven technology to integrate Medicare planning into their businesses.”
With decades of combined Medicare, healthcare, information technology and consumer experience, Healthpilot has quickly become a transformational force within the industry. Through a primary focus on serving the Medicare population, Healthpilot strives to make choosing healthcare insurance plans simple, efficient and effective.
Healthpilot provides vital cost estimation data to financial advisors through a secure portal. This means that advisors can now better protect their client’s financial plan and help to eliminate the risk of major medical expenditures that have the potential to significantly impact retirement savings.
“We know that choosing the right health insurance is a critical life decision, especially for retirees. Doing the right thing for our financial advisor partners and their clients is our top priority. We strive to listen, educate and serve all of those who put their trust in us,” said Francis.
