Plan Advisors

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

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

This Open Enrollment Period (OEP) is predicted to be a time of significant change for many Americans. Join Golden Rule I...
11/21/2025

This Open Enrollment Period (OEP) is predicted to be a time of significant change for many Americans. Join Golden Rule Insurance Company for a webinar to learn how their plans are uniquely positioned to help you meet your clients' needs and grow your sales. They will discuss TriTerm Medical Plans, Short Term Medical Plans, and Health ProtectorGuard Fixed Indemnity plans.

Event Details:

đź“…Date: Tuesday, November 25
đź•’Time: 11:00 AM ET
đź“ŤLocation: Webinar

Click here to register! 👉 https://email.email01.fmgsuite.com/c/eJxMkMGKHCEURb-m3Aw2-nxa5cLFEDKkFwn5hac-uyVtVaGmYf4-ZMhAtufeC5eTqJ1Ub_s1B-08-tWB-GTfeQy68TXzPmup3EMuxFspRqatZIlbSZLIF6nKyllvhMo7kY59Upr_zRySsgZJ-mi1RENRbmC8VJs1bKPhjFHkQNEpLTjo1ZnVGkQUpfYxf1Dj8K2-fO11X-CLKP1oH-zng_aX1_ys4-hD3IPH7EzKJTIUbQywohUKp5xzIRu1qAEUWK1Ba28U4sVxdkalNTEh25gWVNyoPpS-lHYbv-vkSzqaeIT7nOdYzOsCbwu88ZP3OS6TqY1Lq6kf4yjzb_UzXODNJNaRIMq4EUl0yUuvI0hAnTdv_YqxLKhyVLZQIpk2IInRZxl9slIVh9Gt1iJocVKf79ccDBi_ojj7cevUrjkgONED_9rr7T4XVO39fNBO_6R8nH8G-BMAAP__1xeXeg

HealthSpring is making major changes that could affect you and your clients, including the discontinuation of select HMO...
09/29/2025

HealthSpring is making major changes that could affect you and your clients, including the discontinuation of select HMO and PPO plans and a full exit from 20 counties.

Please review the FAQ for the full list of impacted plans and details to prepare for AEP 👉 https://email.email01.fmgsuite.com/c/eJxMkM9q5DwQxJ_GunzItFr_DzrkMjCHfOwrtKT2jGBkG1tJmH36ZcIG9lg_qqCqCvWd2m291qQcojFOiR_2zudJN75WXkdbGh_JW0s-Oy095SINLCCpMksKQXOJ1mYfRdnWQWX8E1s84wLEErk6aSJGmZ2O0gTwFm1lckrURNmBEpyUt1HZAM6IpR3n-J86p3d6kliOrX-rXw9a_3urn-3cjlPcUwzVhFqjtQE8AUQgh846BocYghctIaCFiFFZAIsz2UI1gK3FAOgSJgPcqT1AzUu_nR9t8Fy2Lh7pPsZ-TvptwsuEl1PP1On3ttLX-TK80KDRyvzazes4-Id3ro0mvNStfHRexznhxRO5nJWTi1EoTSlKRk1a6uwylqwwxDzvdRE7HeN5rUmjjt6I_dhuB_VrTQadOFL_OtrtPiYD_bk_aKW_X3x3_kz4JwAA__9EvZMQ

Don't forget to become Ready-to-Sell (RTS) for WellCare! To begin marketing WellCare's benefits, you’ll need to complete...
09/26/2025

Don't forget to become Ready-to-Sell (RTS) for WellCare! To begin marketing WellCare's benefits, you’ll need to complete both the 2026 WellCare ACT and either AHIP or NABIP.

All requirements must be complete by 09/30/2025. Brokers who have not completed the 2026 AHIP/ACT training will be at risk of suspension effective 10/01/2025.

To complete the ACT requirement, please log in to your Single Sign-On portal and access the Training Center within Centene Workbench. https://email.email01.fmgsuite.com/c/eJxMT7uq3DAU_BqrCTZ6HkmFim0MC7khXepj68grsGQj696wfx92SSBMNcM8mBXLiXmr9xgECKVBOPZP-6Drwo3ukWrPKVMLKjrlBfqRc-VHDYsYnZI4oogojDMLKsHWo3Zc-3-xZEkmjjRKijBqL_24wKvAcWukiYQgWAy4ABeMgrDGgfJgHEu5Xf0HFgof-ESW2lHe7OeO9dstfuXraBd7hOTBJksvwOKQR-AcQKVl8ZyMtiwHyaXhXiphONd2Wik6kSgZZzUYdIPmVDDvXEypbNdn7jStR2F7ePR-XoO6DXIe5Hylfk4r1U71bRjk_IuWQc63dT0-ax_k_P3Ycp0evbATW3_eY1BSeavZ2Y6tYbnHoCWwFsrvlrdHHzQvz3PHin8PvYe_gvwTAAD__0VggQY

Important Information👇

Effective September 15: All pending hierarchy change requests will be placed on hold.
From September 15 through December 31: Hierarchy and subtype change requests will not be accepted.

We know many of you are eager to start your FFM certification for 2026. Click the link below to join the alert list and ...
09/25/2025

We know many of you are eager to start your FFM certification for 2026. Click the link below to join the alert list and be the first to know when registration opens!

Also, we have been creating a document with updated carrier info as it becomes available. Be sure to select all carriers you’re appointed with so your AHIP completion is automatically reported.

FFM Alert 👉https://email.email01.fmgsuite.com/c/eJxMj82K3DAQhJ_GugQNUuvPPuiwl4E5bMgr9KhbtsCyjaRsmLcPuySwxyqq-PgS1gvLejwoaq-N9dqL_907944rP4iPUXLhFhWSAktOWuuStCl5idmAVHNANoE0BS3SeQxM49stB4askCUweWkXWOTTm0XaWQUHjhi9FhTx6ZUWHHVws3MGgha5tD5-YuX4ji8UuZ31K_3a8fjxRh-ln62LLVJKSJSCMzA_OVAAcstTBw6BHSUrSgQFTi0A2inl9E3NYBzxbGezGM1-soorll3pW65r_10G39JZxR63Ma4-mbcJ7hPcy5HP28a4j61v3C78XE1wz7nKxO3TOOEo5yEubOP1oGjALMGKq51rw_qgaMGLFuufVtZtTFbV17Xjgf9svqgfEf4GAAD__-9agas

Certification Details by Carrier 👉https://email.email01.fmgsuite.com/c/eJxMkM9q5DwQxJ_GunzItFp_bB10yGVgDvnYV2i72zOCkW0kJWH26ZcJG9hj_aiCqlqpnJRv-5WTCca6YIL6Ye_SGt3kyrL3vGWpCYgBHXvtnF-1W9egabOoYZ5I7MSGJ6PWY--09n9i2yS4AYlG4aBdxKiXYKN2M0wePQsFozjREsAoSWbys_cWJ6O2XFv_n4qkd3qS2upRvtWvB-3_vfFnbkdt6p7QbGgXty40B6CIdoFZZjFx8w7cElVOCOghIhoP4M0IM1rPMrvZRmskDA6kUH6AGbdyax-5y7geRT3SvfezDfZtwMuAl2ZHKvT72OmrvQwv1KnndXztlr1X-eFFONOAFz7WjyJ7bwNeLDEzAekIgbSTCfXikHREFm_iDNGG8eRNnVT788rJoo2TU2c9bpXKlZPDoGoqXzXf7n1wUJ7ng3b6-8V358-EfwIAAP__u_2Slw

We are very excited to share with you Humana's next partner learning opportunity: 2026 Top Plans and Top Markets.During ...
09/24/2025

We are very excited to share with you Humana's next partner learning opportunity: 2026 Top Plans and Top Markets.

During this time, their Regional Sales Directors will break down key market highlights for their 2026 plans from each region. You won’t want to miss it!

Understanding your very busy schedule, Humana has outlined the agenda below to help you pinpoint which presentation may be best suited for you. Click on the link below to view.

Event Details:
đź“… Date: Friday, September 26th
đź•’ Time: 1:30 pm CST
đź“Ť Location: Virtual - https://email.email01.fmgsuite.com/c/eJxMj0-L2zAUxD-NdSk20tM_-6DDthAIdJcWCgt7KS_WkyOIJCMpG7KfvjS0pbeZYQbmt2LaMW756J0wQiojDPubPVNruNHRU-4xRKqOo-egvB6V0uuo1tWMGCSMfLZI0nrhrWBryR3X_t8sWILAkUYgb0a1wDKejFxGNXOrQXtCI5h3eDJcMHLC6llrCVawEGvrL5jIPeMdWaglPdy3C-ZPT_49tlIbO7ugFgQUs7RBLkGiUsoKbYUJShNKw6IDDpovAEJzrsXEZ5Da06xmuUhBZlCcEsYLF1NIW7vGTtNaEru4c-97G-TTAIcBDudrwozTRylpurYBDjc6xYx1gEOlLbZOv-Xry8-8v73dvP748fkV9hIafP3-RdwGkP-aFXssme1Y-_3onQS5WMX2WraK6eidAsOqS7cat3MfFE_3_YIZ_1A_3r07-BUAAP__rfmNSw

https://email.email01.fmgsuite.com/c/eJxMkM_O0zoUxJ8m3lylso__JF548V1KRBEfBQESsDu1j1OLOolst9C3RxSQ2M38RiONxmPeMM3LIThhhFRGGPaXPVOtONMh0NJSTFQcx8BBBd0rpX2vvDc9Rgk9HwckOQQRBsH8ujT07Z9aHAgiR-qBgumVBdufjLS9GvmgQQdCI1hweDJcMHJi0KPWEgbBYiq1vcVM7hnvyGJZ88O9u-Dy31O4pbqWys7OktBGn6Q0wgZjVJCBn7TUI3j00RJLDjhobgGE5lyLHR9B6kCjGqWVgkynOGVMFy52Mc_1mhrt_JrZxZ1b22onnzqYOpjC6utuXtf58sh_k2umpf2SHUwivv56xO0H7o_321GmL7a8ebV9jlPxH77Z9n8oL-aPdfj0cv-edzBRSK2T07VundzXM5a0zGzD0u6H4CRIOyi2lXUumA_BKTCsuPy9pPncOsXzfbvggn-OeAy-OfgZAAD__1A0kzg

We are excited to invite you to Florida Blue's upcoming virtual instructor-led training, designed to help you succeed in...
09/22/2025

We are excited to invite you to Florida Blue's upcoming virtual instructor-led training, designed to help you succeed in Medicare Sales. Their training session is carefully designed to provide you with in-depth knowledge and essential tools to help you build strong relationships and drive results. Click the link to register: https://email.email01.fmgsuite.com/c/eJxMkcuK5DwMhZ_G2fy4sOVLkoUXDU2gFv0zb1AotpwYEidju_oyTz90zRTM5vBJHAmk43E_MS35Gpy0UmkrbffsvVGtuNA1UG4pJipOYBCgg-FaG8-195ZjVMDF0COpPsjQy84fuaFv_4zFniAKJA4ULNcjjHy2auR6EL0BEwit7ILD2QrZkZO9GYxR0MsuplLb_7iTe8Mv7GI59kf1Y8P830t4T_UotVudjnJWInirtfV2GH3vhzmSjiOoGITtkgMBRowA0ghh5EUMoEygQQ9qVJIs04J2TJuQl7gv9Z4aXfyxd5tbWzsrUy8MJgbTck-BPmjbuP953ueLP-rht-Mevt0Mpu_rKbc_lMk_SDKYegYT5W95p9zqExhMdcVCgcEUKOJ9a7dG-7lho6fnVmhJtRVs6ciXte0bU8_1vFKt6chMvc6F6NdDPtcM_tOaZRlgTiozsNUfPAWmXiVYq7TqLQN78yuWSu3G1Ou9RT50J5b2dQ1OgRp73Z3lWAru1-A02K64_aOkZW1Mi_3r3DDj3wger3p38DsAAP__vAG-iQ

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.