Wealth Management Partnership Program

We're here to help.

When asked about Medicare, do you have a have a high-touch solution to offer your clients?

Offer Your Clients Medicare Education and Enrollment Services Designed for High Net Worth Customers

  • One-on-one client consultation in person or over the phone
  • Three-way phone consultation with you and your client
  • Group Medicare education seminars for clients at your office or offsite
  • Annual review of client’s Medicare insurance
  • Online enrollment options that are easy and convenient for clients
  • Monthly educational Medicare newsletters that clients can benefit from pre-65

Who is Connexion?

Connexion is one of the largest General Agencies in the Northwest and has served the area for 30 years. Connexion supports you and your clients with a team of account executives, customer support representatives, reporting and marketing.

Kevin

Sales Executive

TJ

Account Manager

Juline

Sales Executive

Ann

VP Sales - Senior Markets & Individual Lines