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We believe Education better equips us to Protect ourselves and those we love. We patiently advise our clients and once satisfied, move towards implementation. We're proud you chose us as your broker and we're convinced that Educating today to Protect tomorrow will accomplish our goal to make you, a life long client.
WHAT WE DO
HEALTH
Health insurance can be confusing. The plan that'll cover a physical exam, a cold we're not kicking, or the big stuff, we'll know it. The plan a doctor or hospital will accept, we'll research it. Finally, the plan that's affordable based on your input, we'll recommend it.
RETIREMENT
Retirement can be rewarding and challenging. Are you becoming Medicare eligible at age 65? What do I do with my 401(k)? Don't want to outlive your means? When do I apply for Social Security? Let's guide you through the challenges and reap the rewards of your success.
DENTAL/VISION
Dental/Vision is like peanut butter and jelly, you can't have one without the other. You get a discount when they're bundled together. Don't we want people to see that beautiful smile?
GROUP COVERAGE
Want to attract and retain the best employees? Group health insurance will do that and add more value to your already successful business.
LIFE/DISABILITY
Loss of employment can add stress in more ways than one. Loss of someone we love is the most devastating thing to go through. Please accept our deepest sympathies if you've experienced these and know that we're here for you.
TRAVEL
Wanderlust, yes we love it too but we want you to be safe as well. Let's get you covered so all you have to worry about is toes in the sand and your drink in hand.
TESTIMONIALS:
Jade H
With so many changes in life, we needed someone to help us. It's been great to have Jason take care of our insurance needs. Having him as one of a trusted health insurance agents near me is reassuring. Thanks Jason for keeping an eye out for our family!
YOUR BROKER
Jason Carvalho has over 20 years of experience in insurance and financial services. Holding positions at Bank of America and Citigroup Global Markets gave insight in securities and managed funds. Licensed in 2001, his realization to manage risk through insurance became his focus and EduPro Insurance Agency LLC was created to assist clients in the U.S. and worldwide. His role in international volunteer work has brought a keen awareness... that Education empowers individuals to Protect what they value and the opportunity for a better life.