Press Release: Financial Independence Group Rolls Out New Independent Medicare Planning Offering & Medicare Planning Desk

by FIG Marketing

Cornelius, NC – October 15, 2020 – Continuing its commitment to help independent financial professionals optimally serve their clients, Financial Independence Group, LLC (FIG) has announced a new, full-service Medicare insurance planning offering to its partnered financial professionals.

“Medicare planning is a major part of retirement and elder planning. Without the right professionals in place, Medicare planning can be onerous and anxiety-filled for both the retail client and financial professional,” said FIG Chief Distribution Officer Nicholas Ross.

FIG is proud to offer another program that helps diversify business income and aid in client retention. With a staggering rise in health care costs with no end in sight, pre-retirees and retirees alike may pay hundreds of thousands of dollars in health care expenses in their later years. These expenses can create substantial gaps in coverage for many Americans, as they look for financial professionals that can ensure their long-term retirement income needs. This is where the new FIG Medicare Planning Desk and new partners at MedicareCompareUSA can step in to help.

“Financial Independence Group sought after an alliance that would alleviate our constituency from this planning burden. In our quest for a premier concierge offering, we are thrilled to announce our alliance with MedicareCompare USA,” said Mr. Ross.

By allying with MedicareCompareUSA to offer holistic Medicare insurance support, independent financial professionals will now have two ways to access the FIG Medicare Planning Desk; either by adding Medicare products as the agent of record or referring clients directly to MedicareCompareUSA.

“Partnering with FIG greatly enhances our agent growth initiative while, at the same time, provides value-added benefits to FIG agents and their clients,” said MedicareCompareUSA Chief Executive Officer Kerri Lenderman. “Health insurance is an important component in any wealth management strategy, and we are delighted that we can provide a singular solution to those FIG financial professionals who choose to make this part of their product offerings to their Medicare-eligible clients.”

Ross reflected, “Through this union, financial professionals can be involved in their clients’ Medicare needs that will give them the ultimate Medicare education and execution to be effective in this arena.”

About Financial Independence Group, LLC

FIG is a national leader in the independent marketing organization (IMO) and field marketing organization (FMO) industry. Privately held and independently owned, our fixed insurance solutions help the independent, licensed financial professional guide their retail investment clients to an optimal retirement plan. FIG has provided solutions for over 40 years, specializing in guaranteed income, asset protection, and multi-generational planning. Over 3,000 professionals across the US access our more than 70 top-rated carriers to design fixed index annuity, fixed annuity, life insurance, care planning, and disability income solutions to best fit the interests of their clients. For more information, please visit

About MedicareCompareUSA

MedicareCompareUSA is an insurance agency and call center that serves as the Medicare insurance helpline for hospital systems and physician organizations that provide care for more than 6 million Medicare beneficiaries. Healthcare providers understand the importance of providing clear and accurate information for patients searching for suitable Medicare insurance; yet healthcare staff are generally not trained, licensed or authorized to serve in this capacity. MedicareCompareUSA understands the most important relationship in healthcare is that between the patient and their healthcare provider. MedicareCompareUSA protects this relationship by assisting healthcare providers to communicate Medicare information and by helping patients compare and enroll in Medicare plans accepted by their physicians and hospital.

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