About Us

Cara Lovenson embarked on her illustrious career in the Insurance and Employee Welfare Benefits industry amidst the bustling streets of Manhattan, New York City, seizing the reins at the remarkable age of 28. With a visionary mindset, she swiftly ascended to become the top salesperson within her company, establishing an unparalleled reputation in just her first year.

Fueled by unyielding determination and a profound passion for business, Cara transformed Plan Professionals, Inc. into a powerhouse, solidifying its position as a leading Women-Owned Insurance agency in the tri-state area. The driving force behind her mission was a deeply personal experience when her father, at the age of 63, faced a lung cancer diagnosis without the protective shield of Whole Life and Long-Term Care Insurance.

Witnessing the profound financial and emotional impact on her family, Cara resolved to channel her expertise into guiding others on the path to comprehensive Health and Wealth planning. Her guiding principle became a rallying cry: “Your Health is your Wealth!”

At Plan Professionals, Inc., we specialize in unlocking hidden corporate value by optimizing bespoke Corporate Health Insurance solutions. This not only enhances our clients’ financial well-being but also ensures their utmost satisfaction. Beyond Health and Life insurance products, our firm offers a holistic One-Stop-Shop approach for Individuals and Small Business Owners.

Our unique approach seamlessly blends traditional, personalized customer service with cutting-edge technology. This fusion empowers our clients through top-notch benefits administration, engaging employee education, compliance management, onboarding, and payroll services. Ultimately, this not only fuels business growth but also cultivates a robust and thriving workforce.

Our diverse clientele spans foreign banks, law firms, advertising agencies, technology enterprises, startups, credit unions, cultural institutions, consumer goods corporations, healthcare providers, higher education institutions, hospitality establishments, nonprofits, retail outlets, recruitment agencies, and more. At Plan Professionals, Inc., we are dedicated to propelling our clients toward success while fostering a culture of health and productivity. Contact us today to unlock the full spectrum of insurance solutions tailored to your unique needs.