Matt Plan

Web Site & Social Media

About Me

As an Independent Medicare Broker I am dedicated to helping others. At LifeStream Insurance Solutions, I guide individuals through the complexities of Medicare Insurance, ensuring they transition into retirement with clarity and confidence.

Over the years I have been a general laborer, a bartender, a manager, a salesperson, a business owner, a sole-practitioner and I have taken odd jobs. I have worked in the automotive, insurance, pet food, financial services, software and hospitality industries. I am a parent, a partner and a pup-owner. I have volunteered to help rebuild homes after Hurricane Katrina and I have facilitated support groups at church. I have been the person who answers the phone when others have needed help and I have also learned to ask for help because at times, I have really needed it myself. I have had some successes and a few achievements while also experiencing my fair share of learning opportunities. Looking back on thirty-plus years, it seems a whirlwind but if I take the time to dissect this life, I have to say I have been nothing but blessed.

That holds true for my role at LifeStream. I get to work with people! I get to help folks!! I get many thanks and even a few hugs which is both humbling and gratifying. Knowing that retiring individuals and couples often come into our office with questions and confusion and get to leave with answers and clarity, makes me love what I do. In short, it's great to be in a position where my job is to help people transition into retirement with a clear idea and a well-vetted solution.

About My Company

At LifeStream Insurance Solutions, we help folks who are transitioning into retirement navigate the complex world of Medicare Insurance. Whether retiring early, at retirement-age or waiting until sometime down the road, we offer a no-charge, consultative process allowing us to help folks narrow-down their options and make an informed decision.

Who I want to meet...

Financial Professionals
CPAs
Estate Planning Attorneys
P&C Insurance Agents
Group Life & Health Insurance Agents
AWESOME PEOPLE with a passion for networking

A great referral for me is...

Anyone...
- approaching Medicare-age (65 in most cases)
- retiring soon
- considering retiring soon
- concerned with Medicare changes coming in 2025
- still working past age-65
- retiring soon and not yet age-65

Professionals who's client(s) may be in need of our services including:
- Financial Professionals (Consultants, CFPs, RIAs, 401k Specialists)
- CPAs and Accountants
- Estate Planning Attorneys
- Professionals who's clients are concerned about Medicare