Broker Check

Making the Transition to Medicare

An important part of the retirement planning process includes transitioning to Medicare from an individual or group health insurance plan. The many choices you face are affected by many factors, including your personal health, your choice of doctors, your finances and even your ZIP Code.

Why Hilliard Lyons chose HealthPlanOne as our exclusive partner

HealthPlanOne has been helping individuals choose the right Medicare insurance plan since 2006 and has sold over 150,000 policies in that time. HealthPlanOne agents are licensed in every state and have access to over 8,000 plans. Each one is committed to helping find the optimal plan for you.

HealthPlanOne represents every major carrier, including Humana, Cigna, Aetna, United Healthcare, and Anthem, as well as many Blue Cross plans across the country. Access to this array of carriers and plan designs maximizes your options when it comes to choosing a plan that fits your health and financial needs.

Medicare Parts A, B, C, and D. Medicare Advantage vs Medicare Supplement. And of course, the infamous “donut hole.” Choosing a Medicare plan can be complex and confusing, and choosing the wrong plan can have a significant impact on your health care costs. HealthPlanOne works with thousands of Medicare-eligible consumers each year to help them understand and navigate the world of Medicare.

As a Hilliard Lyons client, you have unlimited access at no cost to a dedicated Licensed Agent who will guide you from research through enrollment and beyond.

Getting Started Is Easy!

  1. Ask your Hilliard Lyons Advisor to introduce you to a dedicated Licensed Agent
  2. Call the dedicated Hilliard Lyons number at 844.620.4826 to speak with a dedicated Licensed Agent at HealthPlanOne
  3. Review plan options online by visiting