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Refer a Friend

Protecting You is the Plan

Refer a friend: The greatest compliment we can receive is a referral to help your close friends and loved ones!

We offer our clients access to the top insurance companies and we provide side-by-side comparisons to truly show you what is best for you based on your situation! 
When you refer potential clients to us, it’s truly a win-win. You can trust that your friend or family member will get the care and attention they deserve and that they will be able to make a decision based on unbiased advice.
When we receive referrals, it allows us to spend more time helping people obtain protection rather than spending time on marketing efforts. 
Please take a moment to complete the form below, we would be so grateful for your referral for non-Medicare members.

REFER A FRIEND

13406 Ironton Dr, Tampa, FL 33626

(813) 526-1591

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By Appointment 7 days a week
813-526-1591

Calling the numbers above will direct you to a licensed sales agent.

Protector Planning
5.0
Based on 17 reviews
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Josh is excellent at what he does. He really knows his stuff when it comes to life insurance and explains everything in a way that’s clear and easy to understand. He’s smart, professional, and very approachable, which makes having these important conversations feel simple and stress-free. If you’re looking for someone who’s knowledgeable and easy to talk to, Josh is definitely the person you want helping you with your life insurance needs.
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.
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