Final Expense Life Insurance
Your Medicare Partner
High Efficiency. Low Friction. Always Client-First.
The FMP System — An Elegant Solution to a Complex Challenge
Formal Medicare Planning (FMP) is our proprietary, uniform, standardized process designed specifically for financial advisors and their clients. Medicare is complex, but our approach is simple: high efficiency, low friction, and a personal touch in every interaction.
Our process is direct, clear, and always focused on what matters most — the client’s best interest. You can trust us to deliver the same level of professionalism and care you provide in your own practice.
What We Provide
No fee to work with us — Our services are free to you and your client.
Free, ongoing lifetime support while your client is on Medicare — We’re in it for the long haul.
Open collaboration — You’re welcome to join any client meeting.
Maximum efficiency for all professional partners — We deliver results without adding to your workload.
Our Commitment to You
As Founder of Help Me Medicare Man, Steve's mission is twofold:
First, bring clients peace of mind through lifetime Medicare support.
Second, provide financial partners with a proven, efficient process they can rely on — all year long.
We guarantee:
Your client remains your client. We never solicit, cross-sell, or offer any product or service outside of Medicare.
No surprises. Every step of the process is transparent and collaborative.
Ongoing trust. We act as an extension of your team, delivering consistent results while protecting your relationship.
Why Advisors Partner With Us
When you refer a client to Medicare Man, you’re connecting them with a Medicare expert who understands the trust you’ve built — and works to strengthen it. Our process ensures your clients receive the Medicare guidance they need, while you stay focused on managing their broader financial well-being.
Schedule a Meeting with Medicare Man today!
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We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800 MEDICARE to get information on all of your options.
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