Retail Program

Meet Our Retail Lead, Kaitlyn Klaas

Meet Our Retail Lead, Kaitlyn Klaas

Kaitlyn is your go-to resource for all retail needs. Whether you're securing a retail location, looking for guidance, or need help resolving an issue, she's here to support you every step of the way. Contact Kaitlyn at Retail@myplanadvisors.com.

FAQ

  Find answers to common questions about agent requirements, compliance, enrollments, store operations, and support.

Frequently Asked Questions

Open Store List

View the most up-to-date list of available Retail Program store locations. Use this resource to stay informed on location opportunities.

Browse Open Stores

Store Request Form Fill

Complete the Store Request Form to select your preferred store opportunities and submit your request for review.

Submit a Store Request

Payment Link

  Use this secure payment link to submit your Retail Program payment quickly and conveniently online.

Make A Payment

IFG Code of Conduct

All participating agents are expected to review and follow these standards to ensure a positive experience for customers and store personnel.

Program Agreement

Write More, Pay Less

Every store is assigned a tier based on how it has performed in past years. Your tier sets the cost. Your Medicare Advantage production lowers it. 

Cost Structure 2027 AEP