Plan Advisors

Plan Advisors We help agents and agencies optimize their Medicare health plan distribution.

With the start of the new year and OEP, retention of current members is top of mind!Take a look at Humana's 2026 Onboard...
01/21/2026

With the start of the new year and OEP, retention of current members is top of mind!

Take a look at Humana's 2026 Onboarding and Retention Guide for tips and tricks to help agents retain their current clients!

https://static.fmgsuite.com/media/documents/662bd01a-781e-4a75-9dc7-fd476de0e28e.pdf

In observance of Martin Luther King Jr. Day, our office will be closed on Monday, January 19th. We will resume normal bu...
01/16/2026

In observance of Martin Luther King Jr. Day, our office will be closed on Monday, January 19th. We will resume normal business operations on Tuesday, January 20th.

Generate extra earnings in the New Year with Humana! Click the link below for more information on potential earnings fro...
01/14/2026

Generate extra earnings in the New Year with Humana! Click the link below for more information on potential earnings from selling Humana Medicare Supplement plans!

https://static.fmgsuite.com/media/documents/bbf6ced7-8dcd-4a64-8e76-cbd7a472be35.pdf

Don't miss these Integrity Technology Training opportunities! Click below to register ⬇️https://static.fmgsuite.com/medi...
01/12/2026

Don't miss these Integrity Technology Training opportunities!

Click below to register ⬇️
https://static.fmgsuite.com/media/documents/09af3a93-3b85-4909-aac6-db1f6029508f.pdf

HealthSpringForBrokers (HFB) and their new business technology is now live for all Medicare Advantage (MA), Prescription...
01/09/2026

HealthSpringForBrokers (HFB) and their new business technology is now live for all Medicare Advantage (MA), Prescription Drug Plan (PDP), and HealthSpring Supplemental Benefits (HSB) brokers! Check out our blog for more information

https://www.myplanadvisors.org/blog/healthspring-for-brokers

OEP is from January 1 through March 31. This allows enrolled Medicare members (MA and MAPD) to make a one-time plan chan...
01/05/2026

OEP is from January 1 through March 31. This allows enrolled Medicare members (MA and MAPD) to make a one-time plan change or a coordinating change to add or drop Part D coverage.

For more in-depth information about marketing activities during OEP, please review the 2026 Agent Medicare Compliance Guide. If you have questions, please contact compliance@myplanadvisors.com

Download our cheatsheet for an FAQ and learn the do's and don'ts for agents this OEP! Let's make the most of OEP! https://lnkd.in/ehcv2svz

We’ve put together a series of sessions designed to equip you with the knowledge and resources to grow your business and...
12/03/2025

We’ve put together a series of sessions designed to equip you with the knowledge and resources to grow your business and better support your clients:

Why Plan Advisors – Learn why agents across the country choose to partner with Plan Advisors. From dedicated support and streamlined tools to expert training and a culture built around agent success, this session highlights how we help you thrive in a competitive market. https://email.email01.fmgsuite.com/c/eJxMkMuK4zoQhp_G2hwUSqXSbaFFbwJZ9GFeoWyVEkNkG0uTIW8_TDMNs_xv8PMt3A5e79utZBMg2OCT-vY-pXe-y63INta6ypmTJajFseY5oqZEpGdrFm0rxBoFEgKoZd8GL-OfWQ2CFVg0SvGaEiY9e5s0RQgOXRH2RpXMswejJJvgycfkA6i6nn38z03yJ79Z1XNvX-rHk7f_Pspr7fvZ1SMbKdGJIxNtEpBYJEJFh8Win8kmtWYEdAYBjbNk4VLRRUroEtV5qcFMBNJ4fYK51HbvP9chl2Vv6pkfYxx9sh8TXie8yku20S9DuPVLW5dz73sdf6rf4YRXGxNCiUVziFVTZatnSFYnW4qdQRL5ZSIIUGYuFrUXFzUZQzpGiTpSdd5742Kp6uBzvG8lW7QpkDrO_X5yu5VM6NWZ269zvT_GRNDex5M3_gvl6_wr4-8AAAD__x88kbI

Welcome Call – Perfect for new agents or those needing a quick refresher, this session introduces you to our partnership approach, available resources, and opportunities designed to accelerate your growth. https://email.email01.fmgsuite.com/c/eJxMUMuKGzEQ_JrRJchIrfdBh70s-LAhv9Az3bIF1swgKQ7--7BLFnKsF1XUhu3EetuvlHVQwQSfxDf3wWPgja_E-6ylcs_JWFXIocQ1grTJWrkavUlTVCyRVQKlxHbsE7f5X6wEhqKQJTB5aRMkuXqTpI0qOHDE6LWgjKtXWnDWwVsfkw9KlNrH_ImN8we-UJR-tC_064H7jzd61nH0Ie6ZC4TggjGEYdMMwWMhV3j1KbpUSNQMCpwGBdoZa9SlgIs2gUu2rFsJerGKG9aH0pfSbuN3nXzZjiYe-T7nORbztsD7Au_85H2Oy2Rs49Lq1o9xlPlp_RYXeFfakCOKMmkCaQ2BjH4zknBzKTmXrPssDIpWJAPSs4vSam1ljBxltMV577WLVMSJfb6ulA2YFKw4-3Hr2K6ULXjRc_vT6-0-F6va63zgjv9O-Rr_zPA3AAD__7JPkfA

Understanding ACA– Dive into the essentials of the Affordable Care Act, including its market impact and what agents need to confidently navigate and sell ACA plans. https://email.email01.fmgsuite.com/c/eJxMUMuK3DAQ_BrrEjS0Wu-DDntZmMOG_ELb6p4xjGxjKRPm78MuWcixXlRRC7WD1tt2rcVEiDaGrL65D-6dbnytvI1VVj5Ltg6ketI0J9QuO6dnaxZtBZIkhowAatm3Qcv4LyaRUYBYI9egXcas52CzdgmiR1-ZglG10BzAKC4mBhdSDhGUrGcfP6lx-aAXKTn39oV-PWj78Vafa9_Pru4lMocoIQqj8zVK5Rjn2aaFqslsUa0FAb1BQOOts3AR9Mll9NnJvEg0kwNutD7AXKTd-u918GXZm3qU-xhHn-zbhO8TvvOTt9Evg6n1S1uXc--7jE_rtzjhu2OoPkTRkKvVbl6SnjOKBg-QWRYJ5rMwQp2pWtSBfdLOGKdT4qSTEx9CMD5VUQed43WtxaLN0anj3G8ntWstDoM6S_tzrrf7mBy01_Ggjf6d8jX-WfBvAAAA__8jQZKm

Medicare 101– Build a strong foundation in Medicare with a comprehensive overview of key concepts and plan types—ideal for agents looking to sharpen their knowledge. https://lnkd.in/e5-zxSs4

A look back at ACA Way 2025. Two days of insight, innovation, and collaboration with some of the brightest minds in heal...
11/25/2025

A look back at ACA Way 2025. Two days of insight, innovation, and collaboration with some of the brightest minds in healthcare. The conversations around ICHRA and emerging technology continue to shape how we support agents, employers, and the communities we serve.

TriTerm Medical (SI 19–64) 👉 https://lnkd.in/e2Kf6BSkNo Social Security or ITIN requiredUnitedHealthcare PPO or EPO nati...
11/25/2025

TriTerm Medical (SI 19–64) 👉 https://lnkd.in/e2Kf6BSk
No Social Security or ITIN required
UnitedHealthcare PPO or EPO nationwide network with an average 58% network discount
3-year (-1 day) coverage
Pre-existing conditions are covered after 12 months

Short Term Medical (SI 19–65) 👉 https://lnkd.in/eQsv-HUE
No Social Security or ITIN required
UnitedHealthcare PPO or EPO nationwide network with an average 58% network discount
Coverage 6 months or 12 months (-1 day) (varies by state)
Pre-existing conditions not covered

Health ProtectorGuard (SI 18-65) 👉 https://lnkd.in/eED4nYmT
No Deductible, First Dollar Benefits, Robust Fixed Indemnity
3 Health ProtectorGuard Plan Choices
No Social Security or ITIN Required
UnitedHealthcare PPO Network (average 58% network discount)
Pre-existing conditions are covered after 12 months

Click here to learn more! 👉 https://lnkd.in/eJbyhjbF

Address

Louisville, KY

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

http://myplanadvisors.com/

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Our Story

In 1990, Larry Bishop began Bishop Marketing Agency. After spending several years as an educator and gaining his masters in educational administration, Bishop turned his attention to the insurance business and the rest was history.

A short 14 years later, in 2004, Bishop met Lance Hoeltke. Hoeltke had been in the insurance business since 1999 and had been working directly for Humana. A strategic relationship was formed.

Around the same time (2005), Carlos Rivera also joined Humana, eventually becoming the Director of the Miami Dade market.

As the years went on, Hoeltke moved to Louisville and later became a part of Bishop’s succession plan, running the agency as early as 2012.