Independent guidance
Brian is not tied to a single insurance carrier. His approach starts with understanding the client’s situation and explaining the available Medicare choices.
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.
Brian works directly with advisors and their clients — no call centers or intermediary handoffs.
15+ YearsMedicare Experience
30,000+People Helped with Medicare Decisions
50 StatesLicensed Nationwide
2,500+Financial Advisors Supported
Brian’s story
Independent. Experienced. Founder-Led.
For more than 15 years, Brian has focused on helping people understand Medicare before they enroll. His guidance looks beyond a plan name to the costs, provider networks and longer-term implications of a coverage decision.
That approach grew from seeing how difficult it could be to get clear answers. Brian’s work centers on personal conversations, an understanding of each client’s situation and explanations that make the choices easier to evaluate.
Today, he works with people turning 65, individuals approaching retirement and clients facing complex transitions from employer coverage. Medicare Supplement strategy, prescription coverage and income-related premium considerations are part of that work.
As Founder and President of Plan Medicare, Brian works alongside financial advisors, family offices, CPAs, HR departments and insurance professionals. He handles the Medicare details while keeping the advisor connected to the client and aligned throughout the process.
Professional profile
A personal resource. Substantial Medicare experience.
Experience that informs the conversation
15+ years in Medicare. More than 30,000 people personally helped with Medicare decisions, as documented in Brian’s Plan Medicare biography.
Advisor relationships, nationwide
Supporting 2,500+ financial advisors, with licensing in all 50 states and appointments/contracts with more than 50 insurance companies.
Recognized Medicare production
Recognition includes Aetna Elite Medicare Front Runner, UnitedHealthcare Diamond and Platinum Premier Producer awards, Empire BlueCross BlueShield sales awards and the SilverScript Agent Advisory Council.
Direct guidance, no consultation fee
Clients receive personal Medicare support with no separate consultation fee. Plan Medicare may be compensated by insurance carriers when an enrollment occurs.
An extension of your client experience
Why Financial Advisors Work With Brian
Financial-planning coordination
Brian works directly with financial advisors to incorporate Medicare considerations into retirement income planning, while keeping the advisor involved.
Medicare specialization
A focused Medicare resource for Supplement strategy, coverage comparisons and the decisions that arise as clients turn 65 or retire.
Plan and cost analysis
Clients receive help comparing Medicare Supplement options and understanding total coverage costs, provider networks and the implications of their choices.
Avoidable enrollment mistakes
Brian helps identify enrollment and timing issues before they become costly problems, including transitions from employer coverage.
Personal, white-glove support
Direct guidance designed to feel like an extension of the advisor’s client experience, with no separate consultation fee to the client.
Knowledge areas
Medicare Expertise
Medicare Supplement / Medigap
Supplement strategy, plan comparison and total cost analysis.
Medicare Advantage comparisons
Comparing coverage choices and provider networks.
Part D / drug planning
Prescription coverage considerations within the Medicare decision.
IRMAA & income coordination
Medicare premium considerations alongside retirement income planning.
Employer coverage transitions
Coordinating the move from workplace coverage to Medicare.
Retirement Medicare planning
Coverage decisions as clients approach or enter retirement.
Financial advisor clients
Medicare guidance within the broader financial-planning relationship.
Enrollment timing
Turning 65, enrollment windows and coverage start dates.
HSA / Medicare coordination
Enrollment and contribution timing considerations.
Spouse / household timing
Coordinating different coverage and retirement timelines.
Broad carrier relationships
Carrier Appointments
Brian is appointed/contracted with more than 50 insurance companies. The directory below includes all 35 carrier names listed on his current professional profile.
- UnitedHealthcare
- Aetna / CVS Health
- Humana
- Cigna Healthcare
- Anthem BlueCross BlueShield
- Empire BlueCross BlueShield
- Excellus BCBS
- Horizon BCBS of New Jersey
- Independence Blue Cross
- Highmark
- Blue Shield of California
- BlueCross BlueShield of Montana
- BlueCross BlueShield of Massachusetts
- Blue Cross Blue Shield of Rhode Island
- Blue Cross Blue Shield of Arizona
- Blue Cross Blue Shield of Tennessee
- Mutual of Omaha
- Physicians Mutual
- Transamerica
- Globe Life
- United American Insurance
- American Home Life Insurance
- EmblemHealth
- Healthfirst
- WellCare Medicare
- Fidelis Care – New York
- MVP Health Care
- ConnectiCare
- Molina Healthcare
- Devoted Health
- Clover Health
- AmeriHealth
- Florida Blue
- WPS – Wisconsin Physicians Service
- UHone (Golden Rule)
Proof of experience
Performance & Recognition
Aetna · 2016 – 2025
Aetna Elite Medicare Front Runner
National recognition for Medicare production performance.
UnitedHealthcare · 2016 – 2025
Diamond A2Oh Reward – Medicare Supplement Plans
Recognition for top-ranking Medicare Supplement sales performance.
UnitedHealthcare Medicare · 2020 – 2025
Platinum Premier Producer
Production recognition spanning Medicare Advantage and Medicare Supplement plans.
Empire BlueCross BlueShield · 2020 – 2021
Empire BlueCross BlueShield Medicare Sales Awards
Medicare Broker of the Year (2021) · Top Medicare Sales (2020).
SilverScript / CVSHealth · 2018
SilverScript Agent Advisory Council
Selected for market leadership and advisory contributions to prescription drug plan strategy.
UnitedHealthcare · 2013 – 2022
UnitedHealthcare Sales Awards
Top Sales Award (2021) · 1st Quarter Medicare Supplement Sales Excellence Award (2022) · Top Dual Special Needs Plan Sales (2020) · #1 Selling Medigap Agent in New York State (2018–2021) · 100+ Club (2013).
UnitedHealthcare · May 2019
2019 Top National Medicare Sales Leader (#1)
Issued by UnitedHealthcare in May 2019, as documented on Brian’s Plan Medicare profile.
Financial advisor & institutional experience
Medicare guidance within the planning relationship.
Brian provides educational Medicare presentations for advisor offices and branch teams, advisor/client case guidance and an advisor-aligned handoff process. Examples of institutions where Brian has delivered educational Medicare seminars or provided advisor support and client-facing Medicare guidance include J.P. Morgan, Morgan Stanley, UBS, Mercer, PNC and Wells Fargo Advisors.
You stay the quarterback.
We handle the Medicare details.
Nationwide reach
Licensed in All 50 States
Brian is licensed in all 50 states, allowing Plan Medicare to support financial advisors and their clients across the country. That includes clients who live in New York, maintain relationships across state lines or relocate in retirement.
View all 50 states
AL · AK · AZ · AR · CA · CO · CT · DE · FL · GA · HI · ID · IL · IN · IA · KS · KY · LA · ME · MD · MA · MI · MN · MS · MO · MT · NE · NV · NH · NJ · NM · NY · NC · ND · OH · OK · OR · PA · RI · SC · SD · TN · TX · UT · VT · VA · WA · WV · WI · WY
Plan Medicare offices
Locations
Melville, New York
48 South Service Road
Suite 400
Melville, NY 11747
New York City
717 Fifth Ave
Suite 1401
New York, NY 10022
Connect with Brian
Have a Client Who Needs Medicare Guidance?
Brian works directly with financial advisors and their clients on Medicare timing, coverage and retirement transitions.