Partnership helps clients unlock healthcare savings with Medicare advice
D.A. Davidson has entered into a new partnership with Chapter, a leading, data-driven Medicare Advisory further expanding its ability to support Medicare-eligible Americans. The partnership enables D.A. Davidson to identify healthcare savings and benefits that further empower their clients as they transition into retirement and enhances our commitment to provide trusted advice through life’s key moments.
“Many Americans underestimate how much money they will need to cover healthcare costs in retirement. Furthermore, the Medicare system often causes confusion leading to costly and irreversible mistakes,” said Cobi Blumenfeld-Gantz, Co-Founder and CEO of Chapter. “This partnership enables us to reach more retirees through a consumer-first partner, who, in turn, can provide a more holistic suite of services to clients.”
The partnership allows D.A. Davidson to remain ahead of the curve in providing next-level wealth management services for their clients. The D.A. Davidson team will partner with Chapter’s Medicare professionals to offer clear, fiduciary-type Medicare advice that helps retirees reduce their healthcare costs in retirement.
“D.A. Davidson provides industry-leading financial services to help our clients at every stage of life. Choosing Medicare coverage is an important part of transitioning into retirement, and choosing the right coverage is critical for clients to protect their health and wealth. We’re proud to partner with Chapter, a company that operates in a consumer-first manner to deliver unbiased Medicare guidance,” said Ryan Halleran, SVP, Director of Wealth Planning at D.A. Davidson.
Financial services and Medicare decisions go hand in hand. Healthcare costs are one of the most significant expenses in retirement, and making the wrong Medicare decisions can cost Americans hundreds of thousands of dollars. Chapter's team and technology thoroughly compare all 24,000 Medicare options to provide personalized advice to clients of Financial Advisors.
About Chapter
Chapter is a technology-powered retirement and Medicare navigation company that provides personalized, end-to-end Medicare guidance. Chapter supports Medicare-eligible Americans in deciding when and how to sign up for Medicare and whether they can improve existing coverage to get better benefits for less. Additionally, Chapter has re-aligned incentives to place consumers’ interests first, irrespective of the selected plan or carrier, ensuring that individuals receive guidance tailored solely to their needs.
About D.A. Davidson Companies
D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions and municipalities nationwide. Founded in 1935 with corporate headquarters in Great Falls, Montana, and regional headquarters in Denver, Los Angeles, New York, Omaha and Seattle, the company has approximately 1,600 employees and offices in 29 states.
Subsidiaries include: D.A. Davidson & Co., a full-service investment firm providing wealth management, investment banking, equity and fixed income capital markets services, and advice; Davidson Investment Advisors, a professional asset management firm; and D.A. Davidson Trust Company, a trust and wealth management company.