At Senior Market Advisors, growth is about building durable solutions that support insurance agencies and agent better serve retirees navigating an increasingly complex healthcare and Medicare landscape.
That philosophy is exactly why we are excited about our recent acquisition of Plan Medicare and our partnership with its founder, Brian Krantz. While the press release announced the transaction, I want to share why this decision matters strategically to our organization and how it strengthens the Medicare support our partners provides to financial advisors and firms across the country.
An Advisor First Approach to Medicare Planning
When you look at supporting financial advisors with Medicare through a microscope, every growth initiative we pursue begins with one question.
Does this make life easier for financial advisors and improve outcomes for their customer?
Medicare planning is one of the most challenging and unknown parts of retirement, and usually way outside the scope of a financial advisor. Medicare eligibility, enrollment timing, and understanding the Medicare program take a lot of knowledge, but not areas where advisors want to become Medicare experts. Yet these decisions have lasting financial and healthcare consequences for beneficiaries.
Advisors acting as fiduciaries often want trusted Medicare advice they can rely on without putting their client relationships at risk. They need Medicare guidance that complements broader retirement planning, not a disconnected referral that creates friction or confusion.
Financial advisors need Medicare partners they can count on to deliver white-glove level of service.
That is where Plan Medicare stood out to us as a growth partner.
Why Brian Krantz and Plan Medicare
Brian Krantz has spent more than 15 years building a national Medicare service that aligns directly with the way financial advisors work. He and his team deliver education first Medicare planning combined with concierge services that support clients through every step of the way.
Plan Medicare helps beneficiaries evaluate enrollment options, compare Medicare Advantage and Medigap, select a Part D health insurance plan, understand Medicaid and ACA interactions when applicable, and determine the best plan based on their unique needs. The result is peace of mind for the retiree and clarity for the advisor.
This is white-glove Medicare advice delivered with precision while keeping the advisor customer relationship front and center.
White Glove Medicare Service Without Added Complexity
What impressed us most was how Plan Medicare operates as a full-service Medicare concierge while feeling like an extension of the advisory firm.
Advisors receive clear summaries, timely updates, and confidence that their clients are receiving white-glove service from licensed Medicare advisors who represent multiple insurance carriers. And, it’s not a call center operation which is important to point out in regards to the ability to deliver exceptional customer experiences.
The enrollment process is handled end to end. Clients are supported before, during, and after enrollment. Questions about providers, healthcare coverage, and long term implications are addressed proactively through Plan Medicare’s embedded communication funnels.
This high-touch approach works because it scales without losing quality. That combination is rare in health insurance and Medicare support.
Scaling High Touch Medicare Planning
By bringing Plan Medicare into Senior Market Advisors and the AmeriLife Group ecosystem, we can scale this white-glove Medicare service nationally while preserving what made it successful in the first place.
Senior Market Advisors brings the infrastructure, compliance oversight, and insurance agency support needed to expand responsibly. AmeriLife Group adds national reach, technology, and deep relationships with insurance carriers across the health insurance market.
Together, we are building a Medicare service model that supports advisors, protects client relationships, and improves outcomes for Medicare beneficiaries across all 50 states.
What This Means for Financial Advisors
For financial advisors working with PlanMedicare, this acquisition delivers immediate value.
You now have access to dedicated Medicare advisors who understand retirement planning, Medicare eligibility, and the broader healthcare ecosystem. You gain a trusted partner who handles Medicare planning and enrollment while keeping you informed and aligned with your client strategy.
This allows advisors to remain focused on what they do best while ensuring their clients receive best in class Medicare guidance and white-glove Medicare support.
A Long Term Growth Strategy
From a growth perspective, this acquisition strengthens our position as a full-service partner to advisors and firms serving retirees.
It enhances our Medicare service capabilities, expands our Medicare planning expertise, and reinforces our commitment to advisor aligned solutions as boomers continue to retire.
At SMA, growth means investing in people, platforms, and partnerships that deliver long term value. Brian Krantz and Plan Medicare embody that philosophy.
We are proud to welcome them into the Senior Market Advisors and Amerilife family and excited about what this means for advisors, retirees, and beneficiaries across the country.
If you’re a financial advisor interested in working with an experienced white-glove Medicare partner, please contact Brian at Plan Medicare.
