Guiding Transitions. Protecting Futures.™
840-236-3776
INSURANCE ProActive | INSRPRO™ provides comprehensive personal insurance solutions for healthcare, retirement, and legacy transitions - for individuals and partner organizations alike, with a focus on life transitions support.
Coverage Continuity & Life Transitions
Guidance through healthcare, retirement, and legacy planning during life’s major transitions—ensuring clarity, confidence, and coverage continuity.
Retirement Income & Distribution
Tax-efficient income planning that protects assets, supports lifetime needs, and increases legacy distributions to beneficiaries.
Legacy Care & Coordination
Simplified beneficiary management, coordinated stakeholder communication, and a smooth transfer of assets to protect what matters most.
Who We Serve
Employers & Affinity Groups: Partnering to bridge personal coverage gaps and maintain coverage continuity for those leaving the group plan—providing clear guidance and ongoing transition support.
Employees & Retirees: Clear, step-by-step guidance on coverage options, timing, and enrollment—plus continued support after leaving the group plan to ensure long-term protection.
Financial Advisors & Agents: Tailored insurance and legacy solutions that complement existing planning that secure clients' futures.
Individuals & Families: Coverage Continuity, retirement income & distribution strategies, and legacy care & coordination.
On-Demand Access