Clients see retirement healthcare risk.
Then they do something about it.

RetireSure is a visual planning platform for Medicare agents. Project retirement healthcare costs, illustrate inflation and long-term care risk, and get clients to acknowledge the gaps in their coverage — before they buy the wrong plan.

Retirement Healthcare Cost Projection
Age 65
$12,400/yr
Age 75
$21,800/yr
Age 85 w/ LTC
$58,600/yr
Baseline With Inflation With LTC Risk

What RetireSure Reveals

The three gaps most clients don't see

Healthcare Inflation

Medical costs don't grow with inflation — they outpace it. A $12,000/year health budget at 65 becomes $28,000 by 80. Most retirement plans don't account for this.

Long-Term Care

Medicare doesn't cover extended nursing home or home health care. A 3-year LTC stay costs $200,000–$400,000. It's the largest uninsured retirement risk most clients face.

IRMAA Surcharges

High-income retirees pay Income Related Monthly Adjustment Amounts — extra premiums that can add thousands per year. Most agents never mention this until the letter arrives.

The Key Mechanic

Clients acknowledge the risk — in writing

Most planning tools show clients a chart. RetireSure goes further: clients sign off on the risks they've seen. They acknowledge that they understand the gap between their current coverage and their projected retirement healthcare needs.

This protects the agent. And it changes the client conversation — from selling a product to solving a problem the client has already agreed exists.

Retirement Risk Acknowledgment
I have reviewed my projected retirement healthcare costs including inflation adjustments
I understand the long-term care gap in my current coverage
I have been informed of potential IRMAA surcharges
Client Signature
Date

For Medicare Agents

Three steps to a more prepared client

01

Run the projection

Enter client age, current coverage, and income. RetireSure generates a retirement healthcare cost projection across three scenarios: baseline, inflation-adjusted, and with long-term care risk.

02

Walk through the chart

Present the visual in the meeting. Clients see the gap — the delta between what Medicare covers and what retirement actually costs. This isn't a sales pitch. It's a fact sheet.

03

Get written acknowledgment

Client reviews and signs the acknowledgment form — digitally, on the spot. You have a record. They have clarity. The conversation about solutions can now begin from shared ground.

Medicare agents who show clients the full picture sell the right plans.

RetireSure is built for agents who want to be trusted advisors — not just plan enrollments.