Elevate Your Financial Services

with Expert Medicare Advice

We specialize in seamlessly blending Medicare planning with your financial strategies, ensuring your clients are well-prepared for this critical phase of their lives.

Why Integrate Medicare Planning
with Financial Planning?

Medicare planning is not just about healthcare; it’s an integral part of a comprehensive financial strategy. Proper Medicare planning ensures your clients:

Avoid penalties and unnecessary concerns by planning ahead, ideally 3 to 6 months before their 65th birthday or as they transition from employer plans.
Make informed decisions about Medicare Advantage, Supplement, and Drug Plans that align with their financial and healthcare needs.
Understand the costs, rules, and coverage options to make choices that protect their financial well-being and health.

Financial Implications

  • Cost Projections

    Assist clients in projecting Medicare costs and incorporate them into their retirement planning, ensuring that their savings can cover premiums, deductibles, and out-of-pocket expenses.

  • Income-Related Adjustments

    It's crucial to understand how a client's income affects Medicare premiums (IRMAA) for accurate financial planning.

How This Benefits You and Your Clients

The mutual benefits for advisors and clients when Medicare planning is integrated into financial services.

Strengthens Client Relationships

By addressing a critical need that is often overlooked, you demonstrate a deep understanding of your clients' comprehensive life needs, reinforcing their trust and loyalty.

Enhances Your Service Offering

Adding Medicare planning to your portfolio of services differentiates you from competitors and positions you as a holistic advisor who goes beyond traditional financial planning.

Opens Doors for New Relationships

Offering Medicare planning can attract prospects nearing retirement age, providing an excellent opportunity to introduce your broader financial planning services.

Maintains and Strengthens Existing Relationships

Regular reviews of your clients' Medicare plans ensure they have the right coverage as their needs evolve, keeping you engaged and proactive in their financial health.

Free Reviews and Educational Opportunities

To further support your efforts and enhance your client interactions, we offer:

Educational Seminars:

Empowering Clients and Advisors

We offer free educational seminars either in person or over Zoom.

These Informative presentations can be done for a group of clients, or a team of financial advisors. These sessions cover key topics such as Eligibility, Navigating the initial steps, Original Medicare Parts A & B, Eligibility & Costs of Medicare, Medicare Supplement and Advantage Plans, Medicare Part D, Individual and Group Insurance, Medicare Rules & Penalties, and Enrollment.

Personalized Medicare Consultations

We offer tailored one-on-one consultations to meet your clients' individual Medicare needs.

Take the time to review each client’s unique situation, evaluating every plan available based on their specific doctors, prescriptions, and financial situations. With a commitment to finding the right fit for your client, guide them through the enrollment process, ensuring a seamless and foolproof sign-up. Beyond the initial enrollment, provide ongoing support throughout the year, ready to assist with any questions or concerns that arise.

Meet Brian Krantz Your Trusted Medicare Partner

Brian works with financial advisors across the country at every major firm. He specializes in seamlessly blending Medicare planning with financial strategies, ensuring your clients are well-prepared for this critical phase of their lives.

Client Testimonials

All Client Reviews Are Verified From Real Clients

Brian was extremely helpful in getting me set up for Medicare. Took all the mystery out of it and helped me find the best plan. I have referred family and friends. All are happy with this group.
~ Russell Cloughen

Brian Krantz made my enrollment process clear, expeditious and easy to understand. He is someone everyone should have in their corner to help so much with filing for Medicare health benefit coverage which is confusing to the layman.

~ John U

Brian and his team made the entire process very simple and easy. I highly recommend them!

~ Howard Dorman

Facing Medicare and what to do?
All I can say is -
Brian and his outstanding team at Plan Medicare are to the rescue!
I highly recommend this impressive team in navigating all things Medicare.
They will not disappoint, call them!

~ Mary Margarites

Navigating the waters of Medicare plans was challenging and this wonderful company was like a life preserver! Everyone is polite, professional and supportive. Thank you Brian Krantz and team! I’m enrolled and relieved.

~ Jody Prusan

My experience was absolutely fantastic. Brian and team were responsive and helpful.

~ F. William Reindel

Plan Medicare. I will recommend it to everyone who needs help. Brian was awesome. He followed up with us and always ready to help and answer questions. Returned calls immediately. We are so happy to have found him since it is very overwhelming understanding Medicare.

~ Rocio Hary

Brian was such a professional & responsible person. He immediately responded to my questions I raised in my emails and clarified them. This is what I admire most about him!
He was very friendly too!

~ Jean Chen

Brian Krantz was an excellent agent. He was knowledgeable with all of the products available and beneficial to me personally. And he made the whole transition to medicare seamless and easy.

~ Nan DeBlase

We worked with Brian Krantz at Plan Medicare and couldn't have asked for a better experience. Brian was professional, knowledgeable, and so accommodating of our time schedule. Thank you, Brian, for all the support you gave us!

~ Marty Esparza

I don't know how I would have navigated the many options available for a Medicare plan. Brian Krantz explained everything clearly and helped me to choose the best plan for my personal needs. I am really glad that my friend recommended him to me.

~ B. Rosanna Ruffo