Welcome to Proactive Life Planning. As an insurance agency, we offer a range of services to help individuals and businesses plan for their future. We aim to provide comprehensive, reliable Life Insurance policies tailored to your specific needs and requirements.

We understand that every client has different circumstances and requirements, which is why we pride ourselves on spending the time to fully understand their needs and provide the best products to meet those needs. Our team of experienced agents is available to guide you through the process of choosing the right Life Insurance policy, whether it’s term life, whole life, or Indexed universal life insurance.

At Proactive Life Planning, we value the trust that our clients and community place in us. We strive to earn and maintain that trust by being the most reliable and trustworthy source when it comes to family and business planning. Our goal is to make sure each client fully understands all policies and benefits available so that they can make an informed decision.

In addition to Life 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 plan for their future and achieve their financial goals.

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