Your clients have Medicare questions.
We have the resources you need to answer them.

Add value to your relationships by addressing your clients' requests for Medicare guidance. You don't need to become a Medicare expert to help them, because we offer resources you can rely on.

Nationwide® teamed up with the National Council on Aging (NCOA) to create an unbiased tool to help clients sort through their Medicare options. It's called the NCOA My Medicare Matters® tool brought to you by Nationwide.

The tool allows you to play a helpful role without walking your clients through every step of the enrollment process.

NCOA My Medicare Matters® tool brought to you by Nationwide

Get started

How the tool works

  • You create an account on the My Medicare Matters portal, which will house your dashboard and clients' journey status
  • You enter a client's email address; they receive an invitation to use the tool
  • Your client clicks on the link in the invite, connecting them to the tool
  • Your client learns about Medicare coverage, costs and enrollment; they take an assessment to receive personalized cost information
  • Your client can choose to be contacted by a Medicare broker as part of their journey
  • Your client completes Medicare enrollment and that update is reflected in their status on your dashboard
  • You have a second opportunity to add value to the relationship as you account for your client's Medicare expenses in their retirement income plan.

Wondering what the client experience is like? Log in and invite yourself to use the tool.

This video shows how getting started is easy for you, and using the tool is easy for your clients.
View a sample client report generated by the My Medicare Matters® tool (PDF).

A process you can trust

When using the tool, your clients will enjoy a professional experience. If the client provides consent, they will be contacted by an NCOA-approved Medicare broker, and you will be able to track their progress.

Read about NCOA's Standards of Excellence for assurance (PDF).

See all Medicare resources

Nationwide has created a number of useful pieces to support you and your clients on the topic of Medicare. Visit our Medicare homepage.

Share this client-ready list of questions to ask a Medicare broker (PDF).
Learn more about the partnership between Nationwide and NCOA.

My Medicare Matters® is a registered trademark of the National Council on Aging.

Nationwide and NCOA are separate and nonaffiliated companies.

Nationwide has a paid sponsorship agreement in place with the National Council on Aging (NCOA) to help promote financial wellness concepts for older consumers.

Nationwide is not affiliated and does not endorse any of the Medicare Broker Partners that are used in this program.

The information in the linked documents is sourced from medicare.gov, cms.gov, hhs.gov and some state-level sources.

The content of the linked documents is provided for informational purposes only and should not be construed as investment, tax or legal advice or a solicitation to buy or sell any specific product. The information provided is based on current laws, which are subject to change at any time, and has not been endorsed by any government agency.

Nationwide Investment Services Corporation (NISC), member FINRA, Columbus, Ohio. The Nationwide Retirement Institute is a division of NISC.

Nationwide, the Nationwide N and Eagle, Nationwide is on your side and Nationwide Retirement Institute are service marks of Nationwide Mutual Insurance Company. © 2020 Nationwide