Medicare Advisory Group


Roger Garrett

Roger Garrett

Committee Member

Roger Garrett is president of Insurance & Business Planning, Inc. in Evansville, IN. Insurance & Business Planning, Inc. was established in 1981; and works with consumers and brokers in providing services in health, life, and disability insurance. Markets include Medicare Supplements, Medicare Part D, Medicare Advantage plans, Individual/Marketplace, and Employer/Employee benefits.

Roger began his insurance career upon graduation from the University of Evansville in 1978 where he earned a Bachelor of Science in Business Administration - Finance. He has also earned the professional designations of Chartered Life Underwriter, Chartered Financial Consultant, and Certified Senior Specialist.  He is NAHU Medicare-certified, and is a Life Underwriter Training Council Fellow. Roger is a past president of the Evansville, IN Estate and Financial Planning Council, the Evansville, IN Chapter of CLUs and ChFCs, the Southwestern IN Chapter of NAIFA, and the Evansville, IN General Agents and Managers Assoc. Roger has been an active member, officer, and board member of the Southwestern IN Association of Health Underwriters since its inception over 20 years ago.  During his career, Roger has been recognized as both the Life Underwriter of the Year and the Health Underwriter of the Year by his peers in the respective local organizations. In 2015, Roger was honored to be selected to be a member of the NAHU Medicare Advisory Working Group.