“With guidance and care, we make health plans and retirement planning simple.“
What we offers at Plan Benefits Hawaii
We offer a full suite of services designed to protect your health, secure your financial future, and provide peace of mind for you and your family. From retirement planning and Social Security guidance to Medicare options, life insurance, and estate planning, our goal is to help you make confident, informed decisions. Whether you're preparing for the future, safeguarding your assets, or ensuring your loved ones are cared for, our diverse range of insurance and financial products is tailored to support your needs today and for years to come.
Social Security
A federal program that provides retirement, disability, and survivor benefits to help individuals maintain financial stability.
Retirement Planning
The process of preparing financially for life after work through savings, investments, and strategic income planning.
Medicare Advantage Plans
All-in-one Medicare alternatives offered by private insurers that include Part A, Part B, and often prescription drugs and extra benefits.
Medicare Supplement Plans
Policies that help cover out-of-pocket costs not paid by Original Medicare, such as deductibles and coinsurance.
Health & Disability Insurance
Coverage that helps pay for medical expenses and provides income protection if illness or injury prevents you from working.
Life Insurance
Policies that provide financial protection to beneficiaries in the event of the policyholder’s death.
Estate Planning
The process of organizing and managing assets to ensure a smooth transfer of wealth and protection of your legacy.
Dental & Vision
Insurance plans that provide coverage for routine and major dental and eye care services.
ACA – Individual/Family Health Plans
Affordable Care Act-compliant health insurance options for individuals and families seeking comprehensive medical coverage.
Fixed Indexed Annuities
Retirement products that offer growth tied to a market index with protection from market downturns and guaranteed income options.
Prescription Drug Plans
Medicare Part D or private plans that help reduce the cost of prescription medications.
Short & Long-Term Care
Insurance solutions that help cover the cost of care services, from temporary recovery assistance to extended long-term support.
Final Expense
Low-cost life insurance designed to cover end-of-life costs such as funeral and burial expenses.
Who are we?
Vision
To be Hawaii’s most trusted partner in guiding individuals, families, and businesses toward financial security, health coverage confidence, and lifelong peace of mind.
Mission
Plan Benefits Hawaii is committed to empowering our communities through clear education, personalized solutions, and exceptional service in retirement planning, health insurance, and financial protection. We strive to make every client feel informed, supported, and confident in their future.
Core Goal
Plan Benefits Hawaii is committed to guiding individuals, families, and businesses with clear, personalized solutions for retirement planning, health coverage, and financial protection. Our vision is to be Hawai‘i’s trusted partner for long-term financial security, offering accessible education, reliable support, and service built on trust and integrity.