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 IconicLicensed Health Insurance Brokers In 28 States
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
Earn CE Credits with Iconic
Stay current on health insurance changes while earning continuing education credits. Our expert-led webinars provide practical knowledge you can immediately apply with your clients.
"Health Insurance for Self-Employed: The Missing Piece in Financial Planning"
"Crossing The Gap: The Health Insurance Challenge for Early Retirees"
The Partnership Process
Here's how we make it easy for you to refer clients and provide them with expert health insurance guidance:
You Identify the Need
During your client meetings, you identify health insurance as a concern or planning need.
Send an Introduction Email
Use our template introduction email to connect your client with our team.
Client Completes Health Insurance Snapshot
Your client fills out our health insurance snapshot and schedules their consultation.
We Provide Expert Health Insurance Guidance
We handle the health insurance consultation and implementation while keeping you informed.
Our Ideal 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 Retirees
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.
Self-Employed
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!
Small Businesses
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.
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.
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
Client Introduction Email Template
Copy and customize this template to introduce your clients to our independent health insurance experts:
Subject: Introduction - Health Insurance Consultation
Hi [Client Name] and Iconic,
I'd like to introduce the two of you so that you can connect for a one-on-one discussion on health insurance questions and needs. Matt and his team help our clients understand their options and get the right coverage.
[Client Name] - Below is a link to their Health Snapshot that you can use to provide Iconic with your situation and at the end you will be able to select a time to schedule with them.
https://form.typeform.com/to/j3pjPSLl
Iconic - Thank you for helping [Client Name] navigate their health insurance options and needs. Please reach out if there is anything that I can help with.
Sincerely,
[Your Name]
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.
Subscribe for Access →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 →