Broker Check

What is Ascend Insurance Planning?

What We Do

What We Do

At Ascend Insurance Planning, we specialize in comprehensive health insurance solutions, including group health insurance for businesses, Medicare planning, and individual health insurance options. We help individuals, families, and employers navigate complex coverage choices to secure the right protection at the right cost.

Why It Matters

Why It Matters

Medical expenses represent one of the largest and most unpredictable factors in any financial plan. From deductibles and copays to out-of-pocket maximums and network restrictions, these details can significantly impact your cash flow, savings, and long-term wealth. We ensure your health insurance works in seamless coordination with the rest of your financial strategy—so you're protected without derailing your broader goals.

Our Services 

Health Insurance

Individual, Medicare & Group Plans

   Life    Insurance

      Term, Life, Universal,       & more

Disability Insurance

           Short - Term &           Long - Term

Long-Term Care Insurance

Traditional, Short-Term, Group Long- Term & more

How It Benefits You

When you partner with Ascend Insurance Planning, you gain clarity, confidence, and true coordination across your health coverage and financial life.

  • Protect What Matters Most — Comprehensive health insurance that shields you and your family from unexpected medical costs without overpaying for coverage you don’t need.
  • Seamless Integration — Your group health, Medicare, or individual plans are designed to work hand-in-hand with your overall wealth strategy — so nothing falls through the cracks.
  • Simplified Decision-Making — We cut through the complexity of deductibles, out-of-pocket maximums, networks, and plan options, giving you clear recommendations tailored to your situation.
  • Long-Term Peace of Mind — Avoid costly surprises and make smarter, more strategic choices that support your retirement goals, cash flow, and financial independence.

The result? Health coverage that doesn’t just protect you today — it strengthens your entire financial future.

Our Process

Initial Consultation

Assessing your insurance needs and goals.

Plan Development

Crafting a tailored insurance plan.

     Implementing

Selecting and securing the right policies.

Ongoing Support

Regular reviews and adjustments as needed.

Our Insurance Specialist

Carmen Valentino

Insurance Broker

(312) 259-0333

Carmen@AscendPlanningNetwork.com

Carmen is a trusted, bi-lingual health insurance broker, licensed in 20 states and contracted with a variety of health insurance companies i.e., BCBSIL, United Healthcare, Mutual of Omaha, Humana, Aetna to name a few. Whether you’re a...
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Alex Mau

Insurance Broker

708-390-0034

Alex@AscendPlanningNetwork.com

Alex is a licensed health insurance broker committed to guiding businesses toward group health insurance plans and employee health benefits plans that perfectly suit their unique needs. Whether serving startups or established firms,...
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