HOW BRIAN SUPPORTS YOUR CLIENTS
Medicare Support, Built for the Advisor Relationship
Brian provides white-glove Medicare support designed to feel like an extension of the advisor’s business. He works alongside financial advisors to help clients navigate Medicare Supplement, Medicare Advantage, prescription coverage, enrollment timing, employer and retiree coverage, COBRA, HSA coordination, IRMAA, spouse and household timing, provider networks and costs—while keeping the advisor informed and involved throughout the process.
Whenever possible, Brian recommends starting the Medicare conversation 3–6 months before age 65, retirement or a major coverage change. He helps coordinate Medicare decisions with the client’s broader retirement and financial plan, helping reduce missed enrollment windows, avoidable penalties and last-minute confusion.
Brian is licensed in all 50 states and appointed or contracted with more than 50 insurance companies. He also provides Medicare education and client-case support to financial advisors, branch teams and professional organizations nationwide, including professionals affiliated with firms such as J.P. Morgan, Morgan Stanley, UBS, Mercer, PNC and Wells Fargo Advisors.
There is no separate consultation fee to the client. Brian may be compensated by insurance carriers when an enrollment occurs.
A Simple Handoff
You stay the quarterback.
We handle the Medicare details.
A seamless extension of your client experience, from the initial introduction through the written recap.
Warm Introduction
Advisor or CSA introduces the client and shares the basic timing and coverage details we need to get started.
Medicare Consultation
Brian handles timing, coverage coordination, plan comparison and enrollment support.
Written Recap
Advisor receives a client-safe written recap with the decision, timeline, key watch-outs, next steps and follow-up items.
For your team
Medicare Education for Financial Advisor Teams
Each year, Brian works with financial advisor offices and branch teams to provide educational Medicare presentations focused on the issues that most often intersect with retirement and financial planning.
The goal is not to turn advisors into Medicare experts. Sessions cover topics such as Medicare timing, employer coverage, HSA coordination, IRMAA and other Medicare decisions advisors frequently encounter with clients.
These are educational—not product presentations. Advisors gain a clearer understanding of the issues their clients are likely to face while also getting to know Brian as a trusted Medicare resource they can confidently call when a client needs help. Many advisor teams invite Brian back each year, and the sessions are consistently well attended with advisors asking real-world Medicare questions.
When Medicare enters the client conversation, Brian is already a familiar and trusted resource.
Schedule an Education Session
Founder & President, Plan Medicare
Brian Krantz
Medicare Advisor & Financial Advisor Resource
Brian Krantz is the Founder and President of Plan Medicare and an experienced Medicare advisor helping individuals, retirees, families and financial advisors navigate enrollment timing, coverage decisions and retirement transitions.
Licensed in all 50 states, he works directly with advisor teams and their clients, bringing more than 15 years of Medicare experience to each conversation.