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Your Plans Here

Your Trusted Source for the Best Life Planning

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Our Services

A Personalized Approach to All of Life's Plans

Medicare Solutions

  • Medicare Supplemental Plans

  • Medicare Advantage Plans

  • Medicare Part D Plans

  • Pre Planed Funeral & Cremation Plans

Life Insurance Options

  • Term Life

  • Whole Life 

  • Universal Life

Life Wave Distributor

  • Activate your Stem Cells

  • Copper Peptides

Retirement Planning

  • 401K Roll-Overs

  • Annuity Assistance 

  • Wealth Management

  • Certified Fiduciary 

  • Social Security Withdraw Timing Consultation

Document Assistance

  • Notary

  • Non-Lawyer Document Review

  • Non-Lawyer Estate Preparation

Estate Planning

From Retirement age to End of Life, we can help you be sure you have all of your Senior Solutions in place. 

Who We Are

Experience Protecting You and Those You Love

Steve & Misty Berner, Your Planning Team, parents to 8 children, and grandparents to 10, we know what it's like to raise a family, but also the peace of mind that comes with having a Plan in life! 

We offer our clients the best possible protection for all of their insurance and end of life planning needs. As one of the leading insurance companies in South Florida, we have built our clientele by living out our motto, "Our Family, Serving Your Family", and our customer-first approach. With a focus on Seniors and their families, we know there are considerations to be made in the Senior demographic that may not impact a younger demographic. 

 

We are also Life Wave specialists, and have experienced first hand the transformative power of phototherapy technology.

If you are looking to do business with a top-notch company that does everything in its power to ensure your satisfaction, contact us today. We are life planning experts and will be happy to supply you with a free estimate and plan comparison.

Get In Touch

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Contact Your Plans Here today! Let us know what your specific needs are and we’ll compile the best package for you!

Serving Florida, Michigan, Georgia, & Tennessee

772-359-PLAN (mobile)

   (7526) 

866-526-0077 (office)

866-642-8096 (fax) 

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