Health Insurance

Life Insurance

Proactive Life Planning – Health Insurance

Welcome to Proactive Life Planning. As an insurance agency, we offer a range .of services to help individuals and businesses protect their health and financial well-being. We aim to provide comprehensive, reliable Health Insurance policies tailored to your specific needs and circumstances.

We handle all your healthcare needs for both individuals and business owners. Whether you’re looking for Affordable Care Act(ACA) plans, including options with zero premiums, or group health Insurance for your small or large Businesses, we’ve got you covered.

Business owners can also take advantage of many tax breaks and write-offs related to health Insurance. Our team is here to explain the entire process and guide you step by step, ensuring you maximize your benefits while securing the best coverage for yourself and your employees.

At Proactive Life Planning, we value the trust that our clients and community place in us. We are committed to earning and maintaining that trust by being the most reliable and knowledgeable source for health and financial planning. Our goal is to ensure every client fully understands the policies and benefits available, empowering them to make informed decisions about their healthcare coverage.

In addition to Health Insurance, we also offer Medicare education and training, annuities, investments, client services, and 401K management. Our range of services is designed to help our clients secure their future and achieve peace of mind.

If you’re looking for an insurance agency that prioritizes your health and financial goals, Proactive Life Planning is here to help. Contact us today to learn more about our Health Insurance offerings and how we can help you protect your health and plan for the future. We operate in San Antonio, Texas, and Southern California and look forward to serving you.

What Our Client’s say

Testimonials

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!

Lizbeth Bell

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!

Noah Guevara

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!

Rachel Ortiz

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.

Carla Pastor

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!

Nadia Castro