Syndicated Studies

Greenwald Research Announces Release of Medicare Broker Research

Greenwald Research, in partnership with the American Association for Medicare Supplement Insurance, announces the release of its latest Syndicated Study: Medicare Marketing & Distribution.  This research program surveyed 508 Medicare brokers, 1,023 health care consumers between 64 and 68 years old and interviewed executives at 5 national FMOs.  The research provides a 360-degree view of how Medicare is marketed and distributed today, including brand strengths and weaknesses among both consumers and brokers, drivers of loyalty and satisfaction, and opportunities for growth.

“Medicare is one of the fastest growing product lines of health insurance carriers today and the success of its distribution is of utmost importance to carriers and the industry,” said the study’s author, Edna Dretzka, Managing Director, Healthcare at Greenwald Research. “This study provides the first comprehensive look at who brokers are, how they select carriers and marketing organization partners, and what they need to succeed.”

Greenwald’s research program sheds light on important topics related to:

  • Industry dynamics: past, present, and future
  • Consumer and broker segments
  • Carrier selection and rankings
  • Key roles of carriers and field marketing organizations (FMOs)
  • Key value of brokers to consumers
  • Areas of opportunity for products and services

“This information provides important clarity to how Medicare is marketed and distributed today,” said Jesse Slome, Executive Director of the American Association for Medicare Supplement Insurance.

The results will be shared at the upcoming Medicare Supplement Industry Summit in Chicago, Illinois from September 8 through 10, 2021.


About the Medicare Marketing & Distribution Research Program:

The 2021 Medicare Marketing & Distribution Research Program studied three audiences: an online survey of 1,023 health plan consumers aged 64-68, an online survey of 508 health insurance brokers who sell group or individual Medicare, and telephone interviews with 5 Medicare distributors. March 1, 2021 – April 15, 2021.  For information on how to obtain the results, go to

About Greenwald Research:

Greenwald Research is a leading independent custom research firm and consulting partner to the health and wealth industries that applies creative quantitative and qualitative methods to produce knowledge that helps companies stay competitive and navigate industry change. By leveraging deep subject matter expertise and a trusted consultative approach, Greenwald offers comprehensive services for weaving rich research stories that answer strategic business questions. For more information go to

About American Association for Medicare Supplement Insurance:

The American Association for Medicare Supplement Insurance supports insurance professionals and organizes the national Medicare insurance industry conference. In addition, AAMSI hosts the national online directory providing consumers with free access to find local Medicare insurance brokers and agents.   For more information, go to

The 12th Annual, National Medicare Supplement Industry Summit will be held in Chicago, Illinois from September 8 through 10, 2021.  For more information, go to