Plan Advisors

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

Great conversations. Strong connections. Lots of coffee. ☕Our Coffee & Chat at the Medicarians Convention in Las Vegas w...
04/28/2026

Great conversations. Strong connections. Lots of coffee. ☕

Our Coffee & Chat at the Medicarians Convention in Las Vegas was a huge success!
Thank you to everyone who stopped by to connect with the Plan Advisors team.
We loved meeting new faces and catching up with our broker partners—and this is just the beginning.

More in‑person Coffee & Chat events are on the way, so stay tuned for a pop‑up in your area!

&Chat

☕ Coffee & Chat with Plan Advisors ☕Join us for a relaxed morning of conversation, connections, and coffee—on us! Swing ...
04/28/2026

☕ Coffee & Chat with Plan Advisors ☕
Join us for a relaxed morning of conversation, connections, and coffee—on us! Swing by to meet members of the Plan Advisors team and say hello while you’re grabbing your caffeine fix.

📍 The Bean Yard | Sandy, UT
🗓 May 4 | 9:00–11:00 AM
🤝 Come and go—bring a friend!

We’re looking forward to chatting with you!

🔗 RSVP via the link below
9f9ccd97-19ae-4cc0-bf98-17614cd02e7f@70dbad32-6e58-4114-88e8-84f5666158df" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/9f9ccd97-19ae-4cc0-bf98-17614cd02e7f@70dbad32-6e58-4114-88e8-84f5666158df

Explanation: Humana "Notice of State Specific Appointment Termination"What is this email? This is an automated administr...
04/27/2026

Explanation: Humana "Notice of State Specific Appointment Termination"

What is this email? This is an automated administrative notification triggered by Humana’s annual "Appointment Cleanup" process. It is a standard procedure used to manage state-level appointment fees for legal entities that have not been utilized for recent sales.

Devoted giveback plans are designed to help your clients save — putting money back into their Social Security check by l...
04/23/2026

Devoted giveback plans are designed to help your clients save — putting money back into their Social Security check by lowering their monthly Part B premium amount.

View their giveback guide to see how these budget-focused plans could be the right match for the right client.

https://5866371.hs-sites.com/help-clients-save-and-grow-your-book-with-our-giveback-plans-2?ecid=ACsprvvZDb8uHDrmkTUUtsSSmXgPCOOLMeixVFPwf9tflbESVKAyTJ4fqb3A5-HZmf6MJGxkAy21&utm_campaign=41627965-Agency&utm_medium=email&_hsenc=p2ANqtz-_yiJ4Gjuczd_u1Rn5xmJq_69oGyNTPCcF0toBLqehFuAumBmwXJte9me_ZZyp1lZJ0D5Wv_oG1LFcVw01Ypdhmi_lo9MsG392PofNBi_7uWHfPEBQ&_hsmi=413701722&utm_content=413701722&utm_source=hs_email

Baylor Scott & White Health Plan: Agent UpdateBaylor Scott & White Health Plan has announced it will exit the Texas Medi...
04/15/2026

Baylor Scott & White Health Plan: Agent UpdateBaylor Scott & White Health Plan has announced it will exit the Texas Medicaid Managed Care Program effective August 31, 2026, and will discontinue individual ACA marketplace plans after...

CMS CY 2027 Final Rule: Quick Overview for AgentsThe CMS CY 2027 Final Rule streamlines agent processes while maintainin...
04/14/2026

CMS CY 2027 Final Rule: Quick Overview for AgentsThe CMS CY 2027 Final Rule streamlines agent processes while maintaining strong consumer protections. The focus has shifted from rigid timing rules to clarity, transparency, and consumer...

Effective May 1, 2026, Clover Health will implement an onboarding freeze for all agencies and agents. This freeze will r...
04/13/2026

Effective May 1, 2026, Clover Health will implement an onboarding freeze for all agencies and agents. This freeze will remain in place until the release of our Plan Year 2027 training, anticipated in mid-to-late July 2026.

Please note the following important details:
- All in-progress onboarding cases must be fully completed prior to May 1, 2026.
- Any incomplete cases as of May 1, 2026 will be canceled and will not carry over during the freeze period.

Integrity Webinar: Overcoming Client ObjectionsJoin us for a sales training designed to help you prevent common Medicare...
04/10/2026

Integrity Webinar: Overcoming Client Objections

Join us for a sales training designed to help you prevent common Medicare-related objections before they arise - and equip you to confidently respond to clients when they do.

Register here: https://events.integrity.com/Integrity-Events/overcoming-objections-4-15?utm_campaign=Integrity%20-%20PR&utm_medium=email&_hsenc=p2ANqtz--t7DmaOfTUqtzMqexYDxFz4claaOlO-BEoCNPtRsDwgSMaSJz2oX9ECDDsRLaHJ8k5tdpJGsyMvjeurjgeIy2syysQXOkqJIa5TzfJFWEr2ttptPM&_hsmi=412028173&utm_content=412028173&utm_source=hs_email

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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.