Broker Success Stories

I have worked with many FMOs in my 13 years of business and have never had the level of support and the relationship like I do with Plan Advisors.

My experience with Lance and the Plan Advisors Team has fulfilled my expectations. I have dealt with publicly traded Field Market Organizations, as well as localized organizations, since becoming involved with Medicare for the past ten years. Hands down, Plan Advisors has far exceeded their competition. They have consistently gone above and beyond for me in every aspect that you could think of. The number one thing you will hear from Lance and his team is, “How can I help?” I think that says it all. If you are new to the industry, an experienced agent, or an agent looking to build an agency and are reading this, you should call this place home.

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. We have had a beneficial, supportive relationship with Plan Advisors since the beginning. I made the change to Plan Advisors following a terrible experience with my prior upline. The two experiences have been completely opposite. I have seen how bad an upline can be and how great an upline can be. I have nothing but praise for Plan Advisors.

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!

I cannot say enough good things about Plan Advisors and how supportive and helpful everyone is there. When I need something for myself or one of my agents, they are always there to take care of us quickly!

Working with Lance and the gang; they have been top-notch.  A new plan entered our area and their team was diligent in getting all of our agents and downline brokers contracted.  When we’ve needed anything, they have been quick to get done what we’ve needed done.