Plan Advisors

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

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

To streamline operations, improve the broker experience, and reduce fees, Elevance Health’s L&C team will terminate cert...
04/06/2026

To streamline operations, improve the broker experience, and reduce fees, Elevance Health’s L&C team will terminate certain legal entity appointments for existing Medicare agents and agencies. These entities are no longer required for Medicare business. Affected agents will receive an email and a termination letter.

Join us for a special edition of our Coffee & Chat series—this time live and in-person at the Medicarians event in Las V...
04/03/2026

Join us for a special edition of our Coffee & Chat series—this time live and in-person at the Medicarians event in Las Vegas!

📆 April 21
⌚9am - 11am
📍Medicarian's Summit - Chez Bon Bon located in the Fontainebleau

Whether you have specific questions or just want to say hello, we’d love to see you there. Stop by, recharge, and chat with us!

RSVP here: 097fcd3c-0f14-4078-b832-acedc2cddb0e@70dbad32-6e58-4114-88e8-84f5666158df" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/097fcd3c-0f14-4078-b832-acedc2cddb0e@70dbad32-6e58-4114-88e8-84f5666158df

Please note that Plan Advisors will be closed on Friday, April 3rd, in observance of Good Friday. We will reopen and res...
04/02/2026

Please note that Plan Advisors will be closed on Friday, April 3rd, in observance of Good Friday. We will reopen and resume normal business hours on Monday, April 6th.

03/30/2026

A CRM that remembers your clients just as well as you do? That’s IntegrityCONNECT®! Plan details, health info, birthdays, pets and more are all accessible with a simple voice command using the Ask Integrity® digital assistant. Check it out for yourself: https://bit.ly/4rI848o

Florida Blue has released updates to their commissionable plans. Check it out!
03/25/2026

Florida Blue has released updates to their commissionable plans. Check it out!

Strong teams are built through connection, collaboration, and a little friendly competition. A great team‑building day a...
03/23/2026

Strong teams are built through connection, collaboration, and a little friendly competition. A great team‑building day at our annual retreat.

Join Eric Smith from Molina Healthcare for a detailed look at integrated D-SNP care models and what they mean for agents...
03/18/2026

Join Eric Smith from Molina Healthcare for a detailed look at integrated D-SNP care models and what they mean for agents. This session will cover the transition to integrated plans, SEP considerations for dual-eligible between D-SNP plan types. Agents will gain valuable insights to better understand Molina's integrated approach and confidently support their clients.

Register here:
fe497c2c-ea6b-41d7-b15b-805beb8fc3c3@70dbad32-6e58-4114-88e8-84f5666158df" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/fe497c2c-ea6b-41d7-b15b-805beb8fc3c3@70dbad32-6e58-4114-88e8-84f5666158df

Staying compliant is essential in our industry. Take a moment to review this important compliance update regarding Devot...
03/16/2026

Staying compliant is essential in our industry. Take a moment to review this important compliance update regarding Devoted Health Plans.

https://5866371.hs-sites.com/prohibited-use-of-unapproved-consumer-initiated-digital-tool/software-for-devoted-sales?ecid=ACsprvuXCnRy-4Ye6CzW1OVnr86W7iaeqVR-DwPW_NvPDEV7lbI6D_bWevU_tIIj9HC49POZd74c&utm_campaign=%5BBroker%5D%20Agency&utm_medium=email&_hsenc=p2ANqtz--ciwvih9zse2qUdx0iN7CE5dDVFuAxVzNB8BeMm_aQ2S2TVI0fNnNKeXxnqmj4h9BCopRKiIkB4n2qpqcSwAxvh3hgph_Ag1-emYd0z7eLRJoe7RM&_hsmi=407413103&utm_content=407413103&utm_source=hs_email

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.