Our licensed associates are trained to assess each client’s situation and then find the best way to solve their needs.
Decades of experience in the life and health arena, along with continuous education assures us that clients are receiving the best possible advice and products.
We partner with many top-rated, world-class professionals in the industry, yet we are independent, allowing us to act in the best interest of our clients.
We are accessible to our clients, no matter what the question or need is. Contact our office and you will receive a prompt, courteous response.
SPC spends tens of thousands of dollars each year to maintain technology that helps our clients be more efficient, compliant and competitive.
REBC® – Registered Employee Benefits Consultant®
LUTCF® – Life Underwriter Training Council Fellow®
CASL® – Chartered Advisor for Senior Living®
ChFC® – Chartered Financial Consultant®
Licensed Insurance Agent
He founded Service Planning Corporation in 1990. He has been a continuous Florida resident since 1967, and insurance licensed since 1986 (active licenses include life, health, and variable), securities registered since 1989 (active registrations include Series 6, 63, and 65).
Rosy has been employed by SPC since 1993, insurance licensed since 1996, registered as an administrative assistant with Ameritas Investment Corp (Broker/Dealer) since 2003, and is a client manager.
Allan is a true Floridian. He was born in Plantation, graduated from the University of Central Florida (Go Knights) in 2011 with a Bachelor of Arts degree from the College of Business Administration, and currently resides in Fort Lauderdale. Allan began his career with Service Planning Corporation as a high school intern.
Reneé is a native Floridian and was born and raised in Miami. She moved to Ft. Lauderdale shortly after her son was born, and resides in Imperial Point, a subdivision of Northeast Ft. Lauderdale, with her fur babies, Ziggy and Freddy. She has two grown children and a beautiful granddaughter.
Katelynd is a Florida Native. She was born in the Florida Keys and raised in Central Florida. She has lived in South Florida for the last 4 years. She graduated in 2015 with her Bachelors in Business Management from Palm Beach State College. Katelynd entered the insurance industry in 2014 working as a 4-40 CSR and an office manager for a Property and Casualty Agency.
Jose is native Floridian born and raised in Miami, FL. He currently resides in the Ft. Lauderdale area with his wife Alexandra and their daughter Sofia. Prior to joining Service Planning Corporation in 2017, he worked in the Banking & Finance Industry as a Financial Counselor certified by the Credit Union National Association.
Spencer was born in Sunrise, Florida and was raised in Sunrise until moving to Boca Raton for High School. He is currently studying to obtain his Associate Degree from Palm Beach State College after which he intends to complete his education at Florida Atlantic University.