Plan Advisors

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

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 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
📍 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

Join us for our new 30-minute Coffee and Chat webinar series. Live every other Wednesday at 11:00 am ET on Teams.👉https:...
09/12/2025

Join us for our new 30-minute Coffee and Chat webinar series. Live every other Wednesday at 11:00 am ET on Teams.
👉97b1c6c8-b4d2-40bd-8cbf-1c7eb7d8e97b@70dbad32-6e58-4114-88e8-84f5666158df" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/97b1c6c8-b4d2-40bd-8cbf-1c7eb7d8e97b@70dbad32-6e58-4114-88e8-84f5666158df
This casual session is your chance to:
• Hear highlights from the latest newsletter
• Get reminders on key trainings, tools, and deadlines
• Ask questions directly and stay connected with our team

Don’t miss it. Join us on Teams at 11:00 am ET and stay plugged in!

2026 Certification is now live for all Alignment Health Plan agents! Whether you’re a new agent joining them for the fir...
09/05/2025

2026 Certification is now live for all Alignment Health Plan agents!

Whether you’re a new agent joining them for the first time or a returning agent, it’s time to get certified and ready to sell!

🔄 For Returning Agents:

Log into the Agent Portal
Click the Certification tab
Follow the prompts to complete your training and exam

🆕 For New Agents:

Visit AlignmentHealthPlan.com
Click the FOR AGENTS tab
Select “Need to certify or recertify?”
Enter your NPN and follow the instructions

✅ What’s New for 2026?

Discounted AHIP Training
E&O Attestation
Integrated License Verification

Join us for Ultimate Health Plans’ 2026 AEP Kickoff with Plan Advisors!Date: Wednesday, 9/11/20205Time: 10:00 AM ETLocat...
09/02/2025

Join us for Ultimate Health Plans’ 2026 AEP Kickoff with Plan Advisors!

Date: Wednesday, 9/11/20205
Time: 10:00 AM ET
Location: Microsoft Teams (click here when it's time to join)

Your next edge in Medicare & ACA starts here!UHOne is hosting exclusive training sessions just for you—covering Medicare...
08/19/2025

Your next edge in Medicare & ACA starts here!

UHOne is hosting exclusive training sessions just for you—covering Medicare, ACA, ancillary products, and their broker portal. Get prepped, stay sharp, and ask your questions directly to the carrier. Spots are limited—register now!

Broker Portal/eStore - 8/21 at 11 AM ET
cedd45c4-34b9-41cf-8045-4b8e732e9a45@70dbad32-6e58-4114-88e8-84f5666158df" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/cedd45c4-34b9-41cf-8045-4b8e732e9a45@70dbad32-6e58-4114-88e8-84f5666158df

One of the best perks of working with Plan Advisors? Our Newsletter updates!We take complex industry news, condense it, ...
08/19/2025

One of the best perks of working with Plan Advisors? Our Newsletter updates!

We take complex industry news, condense it, and deliver it straight to your inbox in a way that’s quick, clear, and actually useful. It’s a service designed to save you time and keep you ahead.

If you’re not seeing these, email brokersupport@myplanadvisors.com with your current address and a quick opt-in, and we’ll get you back on the list. Stay informed, stay connected, and never miss an update that impacts your business!

We invite you to take advantage of exclusive training sessions hosted by UHOne and Plan Advisors. These sessions are ope...
08/05/2025

We invite you to take advantage of exclusive training sessions hosted by UHOne and Plan Advisors. These sessions are open to all agents—contracted or not—and will cover Medicare, ACA, ancillary products, and the UHOne broker portal. It’s a valuable opportunity to hear directly from the carrier, ask questions, and gain confidence to present and sell these products effectively.

Here’s a look at the upcoming exclusive Plan Advisors training sessions:

Medicare / 65+ Ancillary – August 8 at 11 AM ET

ACA / Under 65 Ancillary – August 14 at 2 PM ET
d40f5c41-eb2a-44fe-a046-fc1b0730d045@70dbad32-6e58-4114-88e8-84f5666158df" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/d40f5c41-eb2a-44fe-a046-fc1b0730d045@70dbad32-6e58-4114-88e8-84f5666158df
Broker Portal / eStore Training – August 21 at 11 AM ET
cedd45c4-34b9-41cf-8045-4b8e732e9a45@70dbad32-6e58-4114-88e8-84f5666158df" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/cedd45c4-34b9-41cf-8045-4b8e732e9a45@70dbad32-6e58-4114-88e8-84f5666158df

Need help contracting, or have questions? Reach out to brokersuppport@myplanadvisors.com, we’ve got you covered!

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

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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.