About Us

Cara Lovenson, Founder & CEO

Cara Lovenson started her Insurance and Employee Welfare Benefits career in Manhattan, New York City at the incredible age of 28, with a vision well ahead of her time, she quickly became the top salesperson in her company in the first year of her career.

With sheer determination and a passion for business, she successfully built Plan Professionals, Inc. into one of the most successful Women-Owned Insurance agencies in the tri-state area. Cara learned the true importance of Insurance after her father was diagnosed with lung cancer at the young age of 63. Without having any Whole Life and Long-Term Care Insurance.

She watched the financial and emotional toll this took on her family. She then decided to focus her area of expertise on helping others in planning for their Health and Wealth.
Cara lives by the mantra “Your Health is your Wealth”!

Plan Professionals, Inc. successfully helps clients find hidden corporate dollars by saving money on Corporate Health Insurance.

This helps clients’ financial bottom line, and our clients are happy! In addition to offering Health and Life insurance products, Plan Professionals, Inc. provides a One-Stop-Shop strategy for Individuals and Small Business Owners. 

This was created from a cumulation of combining old-school personalized customer service with current technology. Utilizing these tools benefits clients with benefits administration, employee education engagement, compliance management, onboarding, and payroll, which ultimately helps scale their business while enjoying a healthy and productive workforce.

Our diverse client base includes foreign banks, law firms, advertising, technology, startups, credit unions, cultural institutions, consumer goods, healthcare, higher education, hospitality, nonprofits, retail, recruitment agencies, and much more

We are your trusted adviser

Plan Professionals, Inc. clients receive benefit solutions that keep costs inline without compromising quality service while being educated with healthcare reform and avoiding costly penalties

We speak your language and we understand your business
We deliver quick, convenient and affordable coverage

Integrity, Innovation, Respect, and Accountability are our focus.

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New York, US

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