Have Clients That Need Health Insurance?

You help your clients see the full financial picture. With a health insurance expert in your corner, you can offer even more clarity and confidence in their planning.

Partner with Iconic

Licensed Health Insurance Brokers In 28 States

Where else should we be?

AL, AZ, AR, CO, FL, GA, IL, IA, IN, KS, KY, MD, MI, MO, MS, NE, NC, NV, OH, OK, SC, SD, TN, TX, VA, WI, WY, WV

Ready to serve your clients across the country

The Health Insurance Partnership Process

Here's how we make it easy for you to refer clients and provide them with expert health insurance guidance:

1

You Identify the Health Insurance Need

During your client meetings, you identify health insurance as a concern or planning need.

2

Send Health Insurance Introduction Email

Use our template introduction email to connect your client with our team.

3

Client Completes Health Insurance Snapshot

Your client fills out our health insurance snapshot and schedules their consultation.

4

We Provide Expert Health Insurance Guidance

We handle the health insurance consultation and implementation while keeping you informed.

Our Ideal Health Insurance Clients

We help individuals and small businesses make smarter health insurance choices. Your clients get clarity, confidence, and comprehensive support as part of their financial plan.

Early Retirement Health Insurance

One of the largest barriers to early retirement is uncertainty in health insurance. We are happy to say we provide all the options. We know many of your clients would love to retire before they turn 65! Learn more about early retirement health insurance.

Typical Profile: Ages 50-64, high net worth, seeking bridge coverage until Medicare

Self-Employed Health Insurance

Whether they are leaving corporate America to chase their dreams, or they are already on that path, having confidence in their health insurance goes a long way!

Typical Profile: Entrepreneurs, consultants, freelancers needing individual coverage

Small Business Health Insurance

As businesses start and grow, a conversation that comes up is... you guessed it, Health Insurance. We make sure they know their options for offering employees coverage.

Typical Profile: 2-50 employees, seeking group coverage options

Health Insurance Life Changes

Everything from moving zip codes, or even states, to a growing family or a loss of a job. These life events put Health Insurance into question. We are here to help in all situations.

Typical Profile: Major life transitions requiring coverage changes

What Financial Planning Partners Say

Hear from financial planners who trust Iconic with their clients' health insurance needs:

"I have had the privilege of getting to know Matt Allen and Iconic Insurance over the years. He is not only a man of his word, but ultimately the excitement and positive feedback from my clients gives me confidence that he is taking care of them."

Matt Snyder

Partner, Advisor, and Chief Investment Officer at TSN Wealth Management

"Time and again I see Iconic give clients the best advice for their circumstances, even when that means the client gets insurance elsewhere. I not only trust their expertise, I trust them to do the right thing and to work with clients in a compassionate, approachable way."

Danielle Seurkamp

Founder at Well Spent Wealth Planning

"Partnering with Iconic has allowed us to add an expert voice to the arena of Health Insurance to our clients. Many times, we have clients in life transitions, be it retirement or looking at a career change, and being able to refer them to Iconic has given our clients an additional tool to allow them to make personal decisions with more confidence."

Eddie Arraya

COO at Illuminate Wealth Management

Additional Health Insurance Resources

Tools and resources to help you better serve your clients' health insurance needs:

H.I. Times Newsletter

We study health insurance so you don't have to. Stay up to date on the latest in health insurance.

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Direct Access to Our Team

Have questions about a client's situation? Reach out directly to our team for guidance.

Contact Our Team →

Health Insurance FAQ

Common questions and answers about health insurance to help educate your clients.

View FAQ →