For Brokers: Your Medicare Consultant and Retirement Solutions Partner

At YSA, we specialize in partnering with insurance brokers, insurance agents, and wealth advisors to provide Medicare consulting and retirement planning solutions that complement existing services.

Partnering with YSA allows brokers to expand their services, strengthen client relationships, and fully support the senior market. YSA provides retirement-focused solutions and specialized guidance to ensure compliance and a seamless client experience.

How Can YSA Help You?

As your trusted partner in retirement planning, YSA enables you to become a one-stop resource for clients as their needs evolve.

Did You Know?

Staying attuned to your clients’ evolving priorities ensures they continue to rely on your guidance throughout every phase of life.

How can YSA help you?

Medicare Consulting

We help your clients understand, compare, and select the Medicare plan that best fits their health needs and budget. Whether they’re new to Medicare or evaluating their options, we guide them every step of the way to ensure they make informed, confident decisions.

Individual Health Plans

For your clients who are not yet eligible for Medicare, we can assist with finding individual health plans that provide quality coverage at the right price. YSA shops multiple A-rated carriers to find options that match clients’ needs and budgets.

Long-Term Care Planning

With nearly 70% of Americans over 65 expected to need long-term care, preparing for the future is essential. YSA can educate your clients on their options and help them secure appropriate coverage that aligns with their long-term goals.

Life Insurance

Life insurance is a key component of retirement and estate planning—offering peace of mind and financial protection for the people who matter most.

What sets YSA apart is our focus on life insurance solutions that include living benefits—providing access to funds during the policyholder’s lifetime, particularly in times of disability or serious illness.

We help your clients determine if life insurance fits their needs and find the best policy from trusted A-rated carriers.

Annuities

YSA specializes in annuity solutions tailored to the unique financial goals of seniors—helping them grow and protect their retirement savings with built-in safeguards against market volatility.

Our annuities are designed to deliver steady income, long-term security, long-term care options, and peace of mind throughout retirement.

As your strategic retirement planning partner, YSA acts as an extension of your team—offering the tools, expertise, and personalized support you need to deliver greater value to your clients.