Plan Advisors

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

Employee Spotlight ✨A huge shoutout to Simone, who recently competed in HYROX—a challenge known for testing both enduran...
02/27/2026

Employee Spotlight ✨
A huge shoutout to Simone, who recently competed in HYROX—a challenge known for testing both endurance and mental toughness. Her dedication and strength shine just as brightly outside the office as they do in her work every day. Simone continues to inspire us with her determination, discipline, and the incredible energy she brings to our team. Congratulations, Simone—we’re so proud of you!

Our team will be out of the office for our Annual Employee Conference from March 3rd–6th. During this time, our team wil...
02/26/2026

Our team will be out of the office for our Annual Employee Conference from March 3rd–6th. During this time, our team will not be available to respond to emails or requests. Phone lines will be open, but the full team will be out, so please plan accordingly. We will return on March 9th.

Effective March 1, 2026, Devoted will no longer pay $50 for non-SNP HRAs. For applications written on March 1, 2026, or ...
02/24/2026

Effective March 1, 2026, Devoted will no longer pay $50 for non-SNP HRAs. For applications written on March 1, 2026, or later, Devoted will only pay $50 for HRAs completed for SNP plans (C-SNP or D-SNP) within 5 calendar days of the enrollment submission. Devoted still strongly encourages you to complete HRAs for all Devoted members.

Read more ⬇️
https://assets.devoted.com/brokers/hra-faq-brokers?utm_campaign=%5BBroker%5D%20Agency&utm_medium=email&_hsenc=p2ANqtz--NomWHFmKytHg9RW-coPq4tLZUotTV6X00PUMVpyc-i9FxjpwsqfyhZibv9DwqVCczinGtQjegIS_wt5mla0P9CUZ33Q&_hsmi=405140883&utm_content=405140883&utm_source=hs_email

We’ve updated our website! Our updated site is easy to navigate and filled with helpful tools and information to support...
02/18/2026

We’ve updated our website! Our updated site is easy to navigate and filled with helpful tools and information to support you. Take a moment to explore the fresh layout and new features — we think you’ll love the upgrade. Check it out today!

🖥️ Myplanadvisors.org

Valentine’s cheer, delivered! 💖Our Care & Connect Committee matched teammates to send each other thoughtful treats.We lo...
02/17/2026

Valentine’s cheer, delivered! 💖
Our Care & Connect Committee matched teammates to send each other thoughtful treats.
We love the culture we’re building at Plan Advisors!

REMINDER: Medica Blackout Period! 📆February 13th - April 15th.
02/13/2026

REMINDER: Medica Blackout Period!

📆February 13th - April 15th.

Blue Cross Blue Shield (HCSC plans in IL, MT, NM, OK, and TX) is paying full commissions on GI (guaranteed issue) Medica...
02/11/2026

Blue Cross Blue Shield (HCSC plans in IL, MT, NM, OK, and TX) is paying full commissions on GI (guaranteed issue) Medicare Supplement business in these states!

ICHRA is a quickly growing opportunity for agents already selling ACA plans. Join HealthSherpa March 1-3 on Marco Island...
02/06/2026

ICHRA is a quickly growing opportunity for agents already selling ACA plans. Join HealthSherpa March 1-3 on Marco Island at the 2026 HRA Council Foresight Forum to hear from HealthSherpa’s own Michael Levin and Libby Hart as well as other thought leaders innovating ICHRA strategy and distribution. You can even earn continuing education credits!

Register here: https://email-hubspot.healthsherpa.com/e3t/Ctc/I8+113/d2yX6h04/VVtn9N9jfzCWW6vfzhj1ydcDnW58c1_75JNm8yN8cZm4l3qgz0W7lCdLW6lZ3kwN4p9G9vjvfyvW8TcJ4c1KsrMQW4Gtl875W0hB5W5cbM9N3BhCv9W7HyC5c5pHv6nN65xdMt-hN5FW68NKG_2Tg9Q0Vf1g3d1xxlLkW2RCL3318Z9-ZM3m5rff78nDW7YVQj88MHcx3W6d3PJ058kn6JW54y7YJ6hx98wW1ML4Kb2rjRm7W2MxNF96dp99WN3wB4VH8ZHxVW6lWVBk1khLK9W8GJqX023K7TyW887mcJ3kZBgdW9js_gZ3X6Qw9W23Dqrx5R00R6Vbj9BZ87tsRBMSdxBq6SPjWW7xVX9d2kXZVLf50Bf-R04

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.