What departments does Plan Advisors have?

Plan Advisors has employees across 2 departments including Consultant, Finance.

What is the largest department at Plan Advisors?

The largest department at Plan Advisors is Consultant with 1 employees.

Where are Plan Advisors employees located globally?

Plan Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Plan Advisors's team size changed over time?

Plan Advisors's team has decreased from approximately 41 to 38 employees based on available data.

Plan Advisors Employee Directory

InsuranceKentucky, United States51-200 Employees

Plan Advisors is an insurance-focused organization based in Louisville, Kentucky, that supports brokers and agencies within the Medicare Advantage ecosystem. The company emphasizes helping partners grow their businesses by delivering onboarding assistance, marketing support, and access to preferred vendor pricing for lead generation and technology tools. Its approach centers on connecting brokers with industry-specific resources and productivity tools tailored to health plan distributors, aiming to make Plan Advisors a primary point of contact in the market.
Operating within the insurance sector, Plan Advisors positions itself as an accessible and engaged insurance marketing organization that facilitates collaboration and resources for its network of partners. The firm serves a mid-sized market footprint and leverages its knowledge and brand to provide guidance and practical support for agents and agencies navigating Medicare Advantage, with ongoing focus on resources that enhance efficiency and effectiveness in the distribution channel.

Plan Advisors Global Highlights

North America
42

United States Of America
42

Plan Advisors's Leadership

S. E.
Managing Partner
Mobile Phone
Email
E. K.
Brokerage Business Consultant
Mobile Phone
Email
L. L. B.
Insurance Agent
Mobile Phone
Email

Plan Advisors Employee Metrics

100%

50%

0%

2026

2025

Finance
Business Development
Legal
Administrative
Business
Other
Consultant

Contact profiles from Plan Advisors

Name

Title

Contact

Location

Last Update

S. E.
Managing Partner
Mobile Phone
Email
Oct 21, 2024
E. K.
Brokerage Business Consultant
Mobile Phone
Email
Oct 20, 2025
L. L. B.
Insurance Agent
Mobile Phone
Email
Jun 28, 2026

Frequently Asked Questions

What is Plan Advisors known for?

Plan Advisors was founded in 1990 and operates in the Insurance industry. Explore Plan Advisors's company overview page for more information.

What is Plan Advisors's most common email format?

Plan Advisors employees' email format typically follows the pattern of FLast@myplanadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more Plan Advisors email formats with LeadIQ.

How many employees does Plan Advisors have currently?

Plan Advisors has approximately 57 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Plan Advisors's key employees and leadership?

As of September 2026, Plan Advisors's key employees include:

Managing Partner: S. E.
Brokerage Business Consultant: E. K.
Insurance Agent: L. L. B.

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Plan Advisors Employee Directory

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