Support people with Medicare questions without stepping outside your role.
Medicare questions often appear inside financial planning, retirement, employment, caregiving, legal, and healthcare conversations.
The Clearing helps the people you serve use a structured, client-first process to organize their facts, understand what applies, prepare better questions, and complete the decision work — without asking you to recommend a carrier or step outside your role.
Stay involved without becoming the plan recommender.
If Medicare shows up in your work, this is for you.
If people regularly ask you Medicare questions — or Medicare becomes part of the conversations you already have — you may find The Clearing useful.
- Financial planners
- Wealth managers
- CPAs
- Estate attorneys
- Retirement planners
- HR departments
- Employers
- Retiree programs
- Benefits teams
- Care managers
- Hospital navigators
- Clinicians
- Social workers
- SHIP counselors
- Area Agencies on Aging
- Libraries
- Senior centers
- Nonprofits
- Faith organizations
- Advocacy organizations
People bring Medicare questions that are bigger than a quick answer. The Clearing gives them a structured place to do the work — while allowing you to stay within your own role.
The Clearing fits beside your work.
The person does the Medicare decision work in one place.
You keep doing what they already trust you for.
The Clearing prepares the person. You — and any qualified professional — verify the rules, explain rights, and support action.
One introduction. A clearer process.
The Clearing does not replace the professional relationship.
It helps keep the Medicare work from overtaking it.
Four ways organizations use The Clearing.
From simple sharing to a funded community collaboration. Every path keeps each person’s account private and independent.
Referral Resource
Share The Clearing’s free resources with anyone who needs them. No agreement, no obligation, no referral requirements.
Share The Clearing →Sponsored Access
Purchase memberships for employees, clients, members, or patients. Each participant receives an individual, private account.
Learn about sponsored access →Partner Pricing
Offer a private discount code while each person registers independently. Ideal for advisors, employers, and associations.
Request partner pricing →Community Education
Workshops, preparation guides, and co-developed resources for older adults and caregivers — often the right fit for SHIP-adjacent groups, libraries, Area Agencies on Aging, and nonprofits.
Discuss a community collaboration →No prices published. We size access to your organization — who you serve, and how many people.
Outcomes, not marketing.
Independence protects everyone involved.
The Clearing does not sell plans, accept carrier compensation, or reward referrals. Sponsorship or partner pricing does not influence the information a participant receives.
It does not certify, list, rank, endorse, or refer individual agents, brokers, advisors, or counselors. There is no partner directory, no referral fees, and no placement fees. The referring professional is not asked to endorse a carrier, select a plan, or monitor the participant’s private Medicare work.
This is role clarity, not legal protection. It does not create or guarantee fiduciary compliance for any professional.
Sponsoring access does not mean sharing information.
Organizations purchase access — not visibility.
- ✓Seats purchased
- ✓Invitations sent
- ✓Activations
- —Self-Audit responses
- —Fern conversations
- —Health information
- —Plan decisions
- —Decision records
Tell us about your organization.
We’ll follow up personally. There is nothing to pitch — we don’t sell insurance.
Prefer email? Write us at partners@joinclearing.com.