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Our Advisors

FRANK LEVETT

Frank founded HealthCare Planners in 2005 growing it to eleven agents throughout South Carolina, North Carolina, Georgia and Maine. With more than fifteen years with American Republic Insurance Company where he was Regional Vice President, Frank’s primary focus with HPI is the Senior Market. Frank has been licensed to sell health and life insurance, and annuities in South Carolina for 26 years. “I sold my first Medicare Supplement in 1989, and was hooked on the senior market. This market is constantly changing and keeps me engaged. I love what I do.”

 

JANET VINE

Janet’s area of expertise is the senior market specializing in Medicare products, long term care, and life insurance. Janet is a member of the Society of Certified Senior Advisors, indicating she has received specialized training in health, financial, and social issues most important to seniors. She believes that at this time in her life God has given her the privilege of working with seniors to help them find the best insurance plan that will suit their life style and financial plan. Prior to joining HPI, Janet worked 20 years as an executive manager, owner and manager of a Christian book store, piano teacher, and an independent antiques dealer. Married for 50 years, Janet and her husband have two sons and eleven grandchildren. Janet enjoys visiting with her grandchildren, singing in the church choir, playing the piano, sewing, scrapbooking, crocheting and traveling.

 

BILL FRICKE

Originally from Ohio, Bill has lived in South Carolina since 1980. Bill has a master’s degree, and previously worked as an educator and business administrator. He has been in the insurance industry since 1997. Bill’s core value for business is to offer quality products and to ‘treat each client like my Mom and Dad’. Bill and his wife Leslie are the proud parents of three sons and a daughter, and grandparents to three grandchildren. Bill enjoys playing golf and working out at his son’s Crossfit gym.

 

BRENDA McGRAW

Brenda specializes with senior and individual life insurance products. With more than 28 years’ experience in the insurance industry, she values assisting her clients in making sure they get exactly what they need and that all of their insurance needs are met. Married and the mother of five children, Brenda enjoys spending time with her two precious grandchildren, traveling (especially to Florida), and writing. Brenda loves the Lord and is very dedicated to serving Him through her work.

 

DAN BRUNSON

Dan has worked in the insurance industry for 28 years primarily advising the Upstate’s small group market, and the Upstate’s senior market. In addition to advising South Carolinians on standard Medicare products, Dan also represents national companies who have cancer, heart, accident and disability plans. Dan and his wife are the proud parents of a son and a daughter. Outside of work, Dan enjoys golfing and spending time with his family.

 

PAUL ROMAN

Paul  and his family, originally from Ohio, now reside in Greenville. His area of focus is health insurance and life insurance for small businesses, independent contractors, and the self-employed. Paul attended Greenville Technical College and Furman University. Before working at HealthCare Planners, Paul spent 20 years in the computer and technology field. Paul enjoys listening to books on CD, following business and financial news, watching the Carolina Panthers, and staying in shape by weight lifting and walking.

 

MARSHALL DARLEY, CLTC

A financial advisor for 6 years, Marshall helps clients maintain their health and financial independence thru a quality portfolio focusing on life, health and long term care insurance and annuities. He holds the CLTC (certified in long-term care) designation. Marshall grew up in Macon, Georgia, attended Middle Georgia and Georgia College, and served in the U.S. Navy as a dental technician in the 2nd Marine Division, Washington Navy Yard.  He enjoys golfing, fishing, and spending time with his family and five grandchildren.