Medicare Advantage

Medicare Supplement

Medicare Part D RX

Long Term Care

Hospital Indemnity

Colorado LTC Continuing Education

Senior Centric Solutions

PlanAmerica, LLC provides retirement and estate planning services for people who are approaching Medicare and Social Security age. These two core public programs represent the foundation of a successful retirement for virtually all citizens. It is critical to maximize your benefits and control your costs as you move into retirement.

We are an independent licensed insurance agency and represent the finest companies approved to provide Life, Long Term Care, Disability, Medicare Supplements and Medicare Advantage insurance policies.

With over sixty years of combined involvement in the financial service and insurance industry we have the vision to assist our clients accomplish their goals and the experience to guide you around the pitfalls that you will encounter along the way.

We are looking to grow our practice by serving individuals and families who would like someone to make the journey with them. We also would like to identify additional financial service professionals who would like to build a career with us in this planning based practice. If you know of people that  we should meet,  please tell us about them. Go to the tab on the left “Refer a Friend”.

CONTINUING EDUCATION COURSE INFORMATION, REGISTRATION AND PAYMENT

Go to Advisor/Agent Registration

We Are
Here For
You

Get Started Today!

Featured Carriers

Aetna Logo
Anthem Logo
Centene Logo
Cigna Logo
Clear Spring Health Logo
Humana Logo
Lafayette Life Logo
Mutual of Omaha Logo
Principal Logo
Rocky Mountain Logo
Silver Script Logo
UHC Logo

“Steve was introduced to our architectural firm by another insurance and investment broker to help us solve a sticky retirement planning problem. His performance in designing our 401(k) plan, revising our buy-sell agreement, and heling our partners and staff is...

-R. Russell Seacat, Partner
Barker, Rinker Seacat & Partners, Architects, P.C.

“Steve has always been available and willing to compare his product proposals and concepts with those of his competition. While he is a salesperson, he is low pressure and matches his products to our financial needs. I feel free to...

-Dr Marvin A Childers III, Physician/Owner
Marvin A Childers III, M.D., P.C.

“Since the formation of our manufacturing and distribution business in 1982, my two partners and I have been able to rely on Steve for sound financial planning advice. His integration of our personal estate planning needs with our Corporate objectives...

-James W. Jensen, President,
Payhauler Corp.

“Because of Steve’s integrity and trustworthiness, I have enjoyed doing business with him since I started my medical practice in 1977. I know he has benefitted my partners, our employees, and our office manager with his ability to bring effective...

-Dr John W. Carlton, Physician/Owner
Loveland Women’s Health Center

“Since 1982 I have been relying on Steve’s advice and expertise in both business financial and practice management matters. Of all my advisors, his opinions and guidance have been the most effective in coordinating my personal and business lives.”

-Dr. Mark E McCaulley, Physician/Owner
Mountain Medical Associates

View More

What Clients Say

Our Latest Articles