Business Details
6 Years
experience
Your Trusted Insurance Partner in Anaheim
At E & P Insurance, we believe education empowers individuals to protect what they value most. With over two decades of experience in insurance and financial services, our team specializes in guiding clients through complex coverage options for health, retirement, dental, vision, life, disability, and travel insurance. Our founder, Jason Carvalho, leverages expertise gained from roles at Bank of America and Citigroup Global Markets to deliver personalized solutions tailored to individual and business needs.We prioritize client education to ensure informed decisions, offering services across California, Nevada, Arizona, and internationally. Our commitment to transparency and client-centric service has earned us trusted relationships with families and businesses seeking comprehensive protection strategies.
Services
Health Insurance
Retirement Planning
Dental Vision Plans
Group Coverage
Life Insurance
Travel Insurance
Details
- Year established: 2020
Highlights and features
- We offer 20+ years of insurance expertise and personalized guidance.
- Our client-first approach prioritizes education and informed decision-making.
- We provide comprehensive coverage across health, retirement, and life insurance.
- Licensed to serve clients in California, Nevada, Arizona, and internationally.
- Our founder's background in financial services ensures holistic risk management.
What people say
Trusted health insurance agents
Great to have Jason
Reassuring service
Kept eye out for family
Patient approach
Services
Health Insurance
We simplify health insurance selection by analyzing your medical needs and budget. Our team researches plans accepted by local providers and recommends affordable options with comprehensive coverage for routine care and emergencies. With expertise in navigating complex insurance networks, we ensure clients understand their benefits and limitations before enrollment.
Retirement Planning
Our retirement specialists guide clients through Medicare enrollment and 401(k) management. We explain Social Security timing strategies and create personalized plans to prevent outliving financial resources. While focusing on Medicare-qualified plans available in specific regions, we emphasize long-term financial security through risk assessment and portfolio diversification strategies tailored to individual retirement goals.
Dental Vision Plans
We offer bundled dental and vision insurance solutions that provide discounted rates for preventive and restorative care. Our plans cover routine checkups, cleanings, eyeglasses, and contact lenses while offering reduced rates for major procedures. By combining these services, we help clients maintain comprehensive wellness through accessible oral and vision care benefits.
Group Coverage
Our group insurance solutions help businesses attract top talent through competitive health benefits packages. We analyze company needs to design cost-effective plans that balance employee satisfaction with employer affordability. From small businesses to established corporations, we provide HR support materials and enrollment assistance to streamline implementation of comprehensive workplace insurance programs.
Life Insurance
We offer life insurance policies that protect families during employment loss or bereavement. Our term and permanent life options provide financial security for dependents while addressing income replacement needs. Recognizing the emotional weight of these decisions, we guide clients through policy features, coverage amounts, and beneficiary designations to create personalized protection strategies for their loved ones' future.
People
Jason Carvalho
Founder & Licensed Broker
With 20+ years in insurance and financial services, Jason Carvalho founded EDUPRO after roles at Bank of America and Citigroup Global Markets. Licensed since 2001, he specializes in risk management solutions for international clients. His volunteer work informs a client-centered approach emphasizing education as the foundation for effective protection strategies.
Questions
What insurance services do you specialize in?
We specialize in health, retirement, dental/vision, life/disability, group coverage, and travel insurance solutions for individuals and businesses.
Are you licensed to operate in my state?
We hold active licenses in California (0D70018), Nevada (629106), and Arizona (938352) to serve clients in these states.
How do you help with Medicare enrollment?
We guide clients through Medicare eligibility at 65 and explain plan options available in your area, while directing you to Medicare.gov for complete coverage information.
Can you assist with international insurance needs?
Yes, our founder's experience includes international risk management solutions while maintaining compliance with U.S.-based licensing requirements.
What makes your agency different from competitors?
Our focus on client education, 20+ years of financial services expertise, and personalized approach to risk management create lasting client relationships.
