Resource Center
Tools and information to learn, plan, develop and implement your Medicare Gameplan
Planning Tools & Calculators
To access the following list of tools and calculators, use the button immediately below
Financial Toolkit Overview
Learn how each document in the toolkit serves a specific purpose in your strategic assessment and planning process.
Healthcare Savings Calculator
Input your organization's data to instantly see projected savings and ROI through 2030.
Calculator Instructions & User Guide
Learn how to maximize the Excel-based calculator with step-by-step guidance on inputs, scenario modeling, and interpreting results.
Medicare Planning Guide
Build your complete business case with budget templates, cash flow projections, risk assessments, and board presentation materials.
Industry Benchmark Report
Understand the healthcare cost crisis with verified market data, workforce demographic trends, and Medicare growth—see why now is the time to act.
Educational Resources
Comprehensive guides to demystify Medicare for employers
Medicare's Unfair Advantages
Medicare has several built-in advantages compared to a Group Health Plan that provide significant benefit to those 65+
Medicare - An Effective Healthcare Business Strategy
There are two surges impacting employers - much higher healthcare costs and a much higher percentage of older employees. And the two are interrelated. But a Corporate Medicare Strategy can turn a threat into an advantage.
Medicare Myths Debunked
Common misconceptions that prevent employees from considering Medicare and employers from deploying a Medicare strategy
How Employers Benefit From Medicare Benefits
Cost elimination, customized benefits, retention, and premium reductions
Video Library
Expert presentations about Medicare topics that impact employees and employers
August 2025 Medicare Strategy Briefing
Condensed version of the Charlotte executive event - "Leveraging Medicare to the Benefit of Employees & Employers"
The Aging of American & Its Workforce
The impact of an aging workforce and how Medicare can turn the tide
My Medicare Mistakes
A personal story of incorrect assumptions that cost an employee and the employer.
Why are People Working Longer?
The details behind why almost 10% of the workforce will be 65+ by 2030
What do Members Think About Medicare?
The results of a study by the Kaiser Family Foundation in 2023.
What is Medicare for Employers?
A proactive, comprehensive Corporate Medicare Plan and personalized guidance for employees.
Shannon Buckner, USI - The "Perfect Storm" Behind Surging Healthcare Costs
What's driving these increases and what can be done about it.
Market Insights
Recent Wall Street Journal analysis confirms employer healthcare costs are surging beyond projections for the second consecutive year. Our Corporate Medicare Gameplans directly address this pain point with measurable cost reduction.
Employers predict 9% healthcare cost trend for 2026. With Medicare transition strategies, organizations can eliminate high-cost 65+ claims from their risk pool while improving employee satisfaction.
By 2030, 9.5% of the workforce will be 65+, consuming disproportionate healthcare resources. Forward-thinking employers are developing Corporate Medicare Gameplans now.
Medicare compares very favorably to other sources of healthcare coverage. One primary reason - Medicare has a multitude of unfair advantages. See the article above.
Ready to Develop Your Medicare Gameplan?
Our resources provide the foundation, but every organization's strategy is unique. Let's discuss your specific situation.
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