When You Need Support,
Think “Plan Advisors first!”
We’re Your Medicare Business Partner
At Plan Advisors, our focus is on the success of your Medicare business. We leverage our 30+ years of Medicare knowledge, industry expertise, and carrier relationships to provide you with the support you need to grow your business. Whether you need marketing and sales tools, back-office support, or an advocate with carriers, we want you to think “Plan Advisors first!”
TOOLS
Support
Marketing
Carriers
Carriers Contracted
Brokers Served
Years of Experience
States Represented
Comprehensive Broker Support, Industry-Leading Tools
Back-Office
Support
Co-oped and
Subsidized Marketing
Opportunities
Carrier and Client
Problem Solving
Access to the
Nation’s Top
Carriers
Digital Sales and
Marketing Tools
Go-to Resources
Broker Success Stories
Juan Batista
”I love Broker Connect. It’s been a life saver! It is so easy to use, and the filter tool saves you a ton of time to search different plans and benefits! I constantly remind all my agents how much time it could save them. Broker Connect is a game changer!“
Maureen Wilson
”I’ve never actually met anyone on the team, but they feel like family. Lance has spent hours on the phone with me helping to solve problems, create marketing strategies, and understand plan options. He has been more than a friend or an upline broker, he has been my guide. If you’re considering joining, you will not find a better, more professional and caring company than Plan Advisors.“
Jeff Shermer
”Lance and his team have responded in a timely manner to each inquiry, my request for resources and making the path simpler in providing that special touch that my clients need from me. Their expertise, their passion to make my path smoother and the heart to prosper my clients is evident in their attention, attitude and consideration.“
Jolynn Allen
”Working with Plan Advisors has been a great experience that has allowed me to grow my business. They are quick to respond when I need assistance, they add technology when I request it, they support my agents through contracting and commission issues and support my agency through marketing funds...I have seen how bad an upline can be and how great an upline can be. I have nothing but praise for Plan Advisors.“
John Boyer
"We started our partnership with Plan Advisors when they first started the business and have enjoyed complete and “second to none” cooperation. Always in the willing mode, the entire staff is excellent in their responses and the timeliness of the responses. We have grown our business parallel with Plan Advisors and couldn’t have done it without their help and consideration."
Jason Blake
"Plan Advisors gives you all the tools you need to succeed in the Medicare marketplace without any of the games played by lesser FMOs. The company supports us in the spirit of service, and we are empowered to do the same for our members in our community. It allows the type of care we’d all want for our grandparents to be given nationwide through our more than 4,000 agents."
