As a young parent, you don’t really think about life insurance until you have children. Life insurance is some thing that always scared me prior to having children due to the fact that no one likes to talk about these types of things. Thankfully, proactive life planning made it super simple for me to understand the importance of having life insurance and provided a plan that worked best for me and my family. If you haven’t thought about having life insurance, and are afraid of it just get the right information in front of you and proactive life planning will certainly do that for you!

My neighbor recommended me to Claudia for health insurance for me and my family. I have been pushing this off for a while now as we don't have much money and was afraid it would be very expensive to get coverage. Claudia was able to get us on a plan that has a zero monthly premium with a small copay and very low prescription cost! I feel so relieved now that we are covered. Thank you again Claudia!

I recommend David and his team at proactive life planning! I called the person who I originally bought my life insurance plan from and left him several messags, but he never returned my call. So with nowhere left to go I did a quick Google search and found proactive life planning as they offer free help on existing policies. I’m so glad I did because they were so friendly and they helped me make the changes for me and my family. They didn’t even sell us the policies, but were willing and able to pull them up and help me free of charge. I will be sure to use them when I’m ready to get a policy for my granddaughter and will recommend them to everyone I know!

I'm a late bloomer when it comes to contributing towards life insurance and my retirement. As a single mother of 3 who started a corporation 2 years ago, the thought of investing towards my future while also securing my children and my company in the event something was to happen to me was an idea I liked but didn't see myself being able to afford. Last year I allowed someone to talk me into getting a life insurance but I didn't really know what I was contributing towards. I met David early this year. He reviewed the life insurance I had and discussed what my future plans were. It turned out that even though it was good that I was contributing towards an insurance, I wasn't getting what I really needed. He guided me and educated me not only on the new plan I have but also on everything I asked about, and I had A LOT of questions. David has been very patient and just a pleasure to work with. My only regret is that I didn't't start with him sooner.

I recently set up my life insurance with the help of Claudia, she was extremely patient and knowledgeable throughout the entire process. I appreciate your expertise in helping me make the right decisions. Thanks Claudia!