EPIC Introduces “Benefits Beyond Medicare” Platform Featuring Estate Planning Through GoodTrust

New offering provides Medicare-aged consumers with seamless access to modern estate planning tools alongside life insurance solutions.

As Americans approach Medicare eligibility, one reality becomes increasingly clear: the benefits they once relied on through their employer don’t always follow them into this next chapter. Recognizing this gap, EPIC has officially launched a new digital platform, Benefits Beyond Medicare, designed to help individuals confidently navigate what comes next.

The platform introduces a curated set of solutions that extend beyond traditional Medicare coverage, including life insurance, pet insurance, and future planning tools that support financial security, health, and overall wellbeing.

At the center of this launch is a new partnership with GoodTrust, bringing modern, accessible estate planning directly to consumers at a moment when it matters most.

This all-in-one plan allows families to create and manage essential documents including wills, trusts, healthcare directives, powers of attorney, and more all in one place, with the flexibility to update them as life evolves.

“This is about more than coverage, it’s about confidence,” said Craig Hasday, President, National Employee Benefits Practice at EPIC Insurance Brokers and Consultants. “As individuals transition into Medicare, they’re making some of the most important financial and life decisions they’ll ever face. By integrating estate planning into this experience, we’re helping ensure their wishes are documented, their families are supported, and nothing is left to chance.”

“We believe families deserve more than just coverage; they deserve clarity and a plan,” said Rikard Steiber, CEO of GoodTrust. “By embedding estate planning into this moment, we’re making it simple, accessible, and actionable for every family.”

The Benefits Beyond Medicare platform is designed to feel simple, intuitive, and empowering. Retirees can explore benefit categories through an easy-to-navigate experience, selecting options tailored to their evolving needs, from protecting their health to organizing their legacy.

This partnership reflects a broader shift happening across the insurance and financial services landscape where benefits are no longer just about protection today; they’re about preparing families for tomorrow.