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Medicare

Protector Planning specializes in securing all of your Medicare options.

Life Insurance

Protect your family from unexpected financial stress.

Fixed Annuity

Fixed annuities prevent losses.

Long-Term Care

Long-term care insurance covers you in your own home, an assisted living facility or nursing home.

Welcome to Protector Planning

Call today for a no cost, no obligation Medicare Planning Review

Protector Planning is a family owned Insurance and Financial services agency serving the pre-and post-retiree market. Our process is designed to help eliminate the complexity around insurance products to help you find what is best for you. We decided a long time ago to be independent rather than captive. This is one of the most important pieces for the insurance consumer to understand. This means that we can offer multiple companies rather than just one. With this in place, we can just focus on what is important to you and find the right insurance solutions based on your needs.
Calling the number above will direct you to a licensed sales agent.

We offer plans from many great companies, call today to find out more about:

  • MEDICARE SUPPLEMENT

  • LIFE INSURANCE

  • FIXED ANNUITY

  • LONG-TERM CARE

Products

We specialize in helping people understand the rights and options they have with Medicare.

Medicare

Medicare Supplement is a type of Medicare health plan…

Life Insurance

Protect your family from unexpected financial stress. First step is to decide what you want…

Protective Planning

Fixed Annuity

Fixed annuities prevent losses. You are typically guaranteed that the value of your principal…

Protector Planning

Long-Term Care

Long-term care insurance covers you in your own home, an assisted living facility or nursing home…

Client Reviews – What Others Say About Us

Protector Planning
5.0
Based on 16 reviews
review us on
Josh is Wonderful he is so professional but yet like a Family member ..Josh has helped us with our insurance needs for yrs now, we can pick up the phone and call at him anytime with questions/help with our insurance and has always helped us to the fullest and has had our best interest in mind ..He is the Best .. Thank you Josh for all of your help ..Barbara & Raymond Menendez
Josh has been so great in explaining and helping us plan for our future. He’s been involved with making sure my mom has good insurance and looking our for all of our well being. We cannot recommend Proctor Planning enough!
Josh has done a great job of helping us work through through complex and sometimes overwhelming decisions about health insurance. He is friendly, helpful and always follows up immediately to answer questions. Josh puts our minds at ease knowing that we don’t have to worry about our health insurance.
My mom needed asset protection advice. Josh was extremely helpful and made the process very seamless. My mom was very comfortable with his services and I highly recommend him.
Can't say enough great things about Josh and Protector Planning! So helpful, knowledgeable, and easy to work with. I've not always had positive experiences working with insurance agents but he definitely changed that. Repeat customer here for sure!!
I have had the privilege of working with Protector Planning for over a year and I just cannot say enough good things. Josh and Protector Planning does such an amazing Job taking care of any and all insurance needs. I highly recommend Protector Planning and Josh to help with anything insurance. Being Independant allows for a REAL search for what best meets the clients needs.I am looking forward to working with Protector Planning for many years to come!!!
We used protector planning for medicare part C and D they explained everything thoroughly and helped us pick the best possible plan which has saved us so much money I can't even believe how great it is, and they will help you if you have any problems with any Incorrectly paid claims. We've had our insurance for 4 years now and they call periodically to check up on us. Something you usually don't see in this day and age. So if you're about to turn 65 getting ready to get medicare there's a lot to it And this is the exact professional Help you need. So don't hesitate To call them because they're the best
If you want to work with someone that has over a decade of experience and listen to what is important to you, than you need to work with Josh. He will simplify Medicare and your options. He has access to the best prices for Life insurance too. Great guy!!!!!!
My wife and I were looking for affordable life insurance and did not know where to look. We had a meeting with Josh and he was able to help us find a policy that had the right coverage and price. Sign up was extremely easy and all the paper work was taken care of by Josh.
Very knowledgeable and had a great personal touch. Really seemed to care about what I needed. Extremely easy to work with and helped me make choices that were right from me!
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Contact Us Today

Connect with us today for a no cost, no obligation Medicare Planning Review. Submit your information and a licensed agent will contact you about your Medicare coverage options. This is a solicitation for insurance.

 

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Disclaimer

Plans are insured or covered by a Medicare Advantage (HMO, PPO and PFFS) organization with a Medicare contract and/or a Medicare-approved Part D sponsor. Enrollment in the plan depends on the plan’s contract renewal with Medicare.

This site is not affiliated with or endorsed by the United States government, the federal Medicare program or the website medicare.gov. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. (TTY users should call 1-877-486-2048), 24 hours a day/7 days a week. When you call the number listed on this website, you will be directed to a licensed insurance sales agent or broker. This website is a solicitation of insurance. By providing us with your contact information, you agree that an authorized representative or licensed insurance agent/producer may contact you by telephone, email or mail to answer your questions or provide additional information about Medicare Advantage, Part D or Medicare Supplement Insurance plans.