For professionals

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 arriving confused, overwhelmed, or half-convinced by the last thing they read. GRACE addresses that — before it gets to you.

Get in touch

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.

Better 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 readily. They trust the process more. That benefits everyone in the conversation.

Inquire about access

The people who end up in your office 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.

Low-income and cost-sensitive

Looking for help understanding IRMAA, LIS/Extra Help, and Medigap underwriting — things that are hard to find explained clearly and without pressure.

Start the conversation
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 practice, now is the right time to be in the conversation.

Client-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 your clients 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.

Get in touch

Tell us about your practice.
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.

We respond within 2 business days. Your information stays with The Clearing — always.