Company Information

Get to know i65 Medicare Optimization Software

i65 provides a comprehensive suite of software tools and resources to help financial professionals navigate the complexities of Medicare for their clients. The company's mission is to empower advisors to deliver expert, unbiased Medicare guidance, which can be a critical component of a client's retirement plan. Founded as part of the parent company 65 Incorporated, i65 combines technology with deep industry expertise to analyze a client's health needs and budget, compare thousands of plan options, and generate personalized, compliant reports, thereby integrating healthcare planning into financial advising.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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i65 Medicare Optimization Software

United States

Founded in

2016 (10 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.