For Immediate Release

i65 Software Becomes Wealth Management Group’s Exclusive Provider for Unbiased, Expert Medicare Enrollment Guidance
FEI teams up with i65 to meet the growing demand for healthcare-related information during retirement planning.

Tampa Florida, January 9, 2018 – The Financial Engineering Institute is pleased to announce that it has selected i65 Software as its preferred provider of Medicare Enrollment Guidance to assist its network of over 2,200 wealth management professionals.

“We are excited to add a Medicare guidance offering to our Expert Sourcing Team,” said FEI President and Managing Partner, Nick Gregory, ChFE, CEBA, ChFWA. “Most people don't know that just one Medicare enrollment mistake can literally cost a person thousands of dollars a year for the rest of their lives, and can even keep them from getting needed healthcare services. i65 software empowers financial advisors to provide clients with unbiased, expert Medicare guidance — without having to become Medicare experts themselves.”

Diane J. Omdahl, RN, MS, Medicare expert and CEO of i65, added, “Healthcare is one of the biggest expenditures in retirement. If a wealth manager isn't helping their clients make savvy Medicare and healthcare related decisions, they’re missing the bigger picture. We are honored to become part of FEI’s Expert Sourcing Team.”

With this announcement, i65 joins an arsenal of best-of-breed expert sourcing firms to provide services to FEI’s network of wealth management firms, investment and insurance advisors, attorneys, and CPAs across the nation. The result is the fusion of advanced knowledge, experience, services, and products with sound engineering principles to create a synchronized hub for family and business wealth building.

i65 empowers financial professionals to provide clients with Medicare enrollment guidance that is fast, simple, expert and unbiased. Through the revolutionary i65 process, financial professionals guide clients through a series of simple questions about their needs. Then, in as little as 20 minutes, the client receives personalized Medicare recommendations and step-by-step enrollment instructions in an easy-to-follow report, called a RoadMap. i65 is not affiliated with the sale of insurance products, allowing the financial advisor to maintain their fiduciary status. To learn more about i65 or about the importance of sound Medicare enrollment decisions, visit i65.com or call 262.240.9860.

The Financial Engineering Institute (FEI), headquartered in Tampa, FL, serves over 2,200 wealth management firms, investment and insurance advisors, Attorneys, and CPAs across the nation. FEI helps these professionals harmonize the complex wealth of families and businesses through the organization’s WealthBlueprintingTM Process. FEI is also the governing body and grantor of the Chartered Financial Engineer (ChFE) professional designation. For more information about The Financial Engineering Institute, visit thefei.com or call 888.884.3332.