For Partners
GRACE isn't your competition.
It's what your clients do
before they call you.
If you found this page, you already know what the gap looks like. Clients arrive confused, overwhelmed, or half-convinced by the last thing they read. GRACE helps them get clearer before they ever reach you.
Start the ConversationBefore they call you
After GRACE
The problem you know
Most clients arrive underprepared — through no fault of their own.
The information available to people approaching Medicare is either too generic to be useful or attached to something being sold. Webinars, comparison tools, YouTube explainers — they create familiarity without clarity. By the time someone reaches a professional, they've often absorbed a mix of accurate information and confident misinformation. Untangling that takes time.
Start the ConversationBetter Questions
Clients who've used GRACE arrive knowing what they don't know. The conversation starts at a more useful place.
Less Foundational Education
GRACE handles the basics — Parts A, B, C, D, enrollment windows, how Medigap works. You spend your time on the actual decision.
No Competing Agenda
GRACE doesn't sell plans. It doesn't compare carriers. It doesn't have a commission structure. What it tells people is what it actually knows.
A More Confident Client
People who feel informed make decisions more cleanly. Less second-guessing, fewer callbacks, more decisive follow-through.
Who GRACE serves
The people who usually reach you first.
Approaching 65
First-timers who don't know where to start and don't want to call a broker until they understand enough to have the conversation.
On Medicare Advantage
People mid-plan who've had a provider leave, a coverage change, or simply a growing sense that they may have made the wrong call initially.
Adult Children Helping a Parent
Handling it on someone else's behalf. Often in a different state. Usually under time pressure. GRACE helps them get oriented fast.
Still Employed Past 65
Navigating employer coverage alongside Medicare eligibility — one of the more misunderstood situations, with real penalty risk if handled wrong.
Recently Retired
Off employer coverage for the first time, often on a tight timeline. Want clarity before they commit to anything.
Cost-Sensitive & Low-Income
Looking for help understanding IRMAA, LIS/Extra Help, and Medigap underwriting — things that require nuance, not a sales pitch.
What's ahead
Professional access is in development.
The Clearing is building toward professional-tier access — designed for advisors, planners, and counselors who want to offer clients a trusted resource without referring them into a sales funnel. If you're thinking about how GRACE fits your work, now is the right time to be in the conversation.
Start the ConversationClient-Ready Access
Provide GRACE access directly to clients as part of your onboarding or pre-meeting process.
White-Label Consideration
For firms and practices with existing client relationships — a version of GRACE under your brand is on the roadmap.
Educational Partnerships
HR departments, retirement planning firms, and pre-retirement programs — if the people you serve need this resource, let's talk about how to get it to them.
Referral Relationships
Selective arrangements with advisors who share The Clearing's values around transparency and no-pressure guidance.
Start the Conversation
Tell us about your work.
We'll take it from there.
No pitch on our end. No obligation on yours. If there's a fit, we'll find it together — at a pace that makes sense.