I help you make informed decisions about life insurance, retirement, and wealth building—without the sales pressure.
Life insurance that secures your loved ones
Build wealth without tax penalties
Clear guidance, no confusing jargon
English & Spanish support
100% confidential • No obligation
We focus on education and responsible guidance, not aggressive sales tactics
Protect your family against any eventuality, ensuring financial stability and peace of mind.
Accumulate money that grows tax-free, allowing you to enjoy more in your retirement.
I explain every step clearly so you can make informed and confident decisions, without pressure.
Ensure your legacy and wealth transfer to your loved ones without complications.
I don't believe in aggressive sales tactics. My goal is to empower you with knowledge so you can make the best financial decisions for your family's future with confidence and clarity.
I learn about your goals, family, and financial situation to create a personalized plan.
I explain every option in simple terms, showing you how each product works and its benefits.
We review different carriers and plans together to find the best fit for your needs and budget.
I'm here for you long after the policy is in place, ready to answer questions and adjust as needed.
Meet Your Advisor
Licensed Insurance Agent & Financial Educator
I've helped hundreds of families protect their financial future and build lasting wealth through personalized insurance and financial strategies.
I specialize in serving bilingual families who want clear, honest advice in their preferred language—without the pressure or confusion that often comes with financial planning.
My goal is not to sell, but to advise you responsibly so you can make informed and confident decisions.
Sandra Plata
Founder, Plata Safe Insurance
National Life Group
F&G
Prudential
Nationwide
Allianz
Mutual of Omaha
Transamerica
AIG
Comprehensive solutions to protect your financial future, health, and family wellbeing
Protect your family and build wealth with the best market options:
Guarantee stable retirement income regardless of market conditions:
Guaranteed lifetime income
Complete medical coverage for you and your family at every life stage:
Free consultation to choose the best plan
Plan your ideal retirement with smart strategies and tax advantages:
401(k), IRA, TSP transfers without penalties
Secure your ability to earn income against unexpected events:
Protect your family's financial stability
Protect your company and key team members with professional strategies:
Schedule a free consultation and I'll help you find the perfect solution for your situation
Schedule Your Free ConsultationIf you drive across the United States, you have unique needs. We help you protect your financial future while you're on the road.
As a truck driver, you spend weeks away from home, work long hours, and face unique risks on the road. Your income is strong, but you need a plan that fits your lifestyle.
If something happens to you on the road, your family is financially protected.
Reduce taxes while building wealth for retirement.
Plan your retirement with secure monthly income when you stop driving.
If you can't work due to injury, maintain your income.
100%
Bilingual Service
Phone or in-person advice
We understand your work is different. That's why we offer flexible plans you can manage from the road.
100% Remote Process
Everything by phone, email, or WhatsApp. No office visit needed.
Bilingual Service
Clear explanations in English or Spanish, no complications.
Flexible Hours
We understand your irregular schedule. We adapt to you.
Nationwide Coverage
Service in all states where you drive.
Call or text from wherever you are. I'll explain everything in a quick call.
100% confidential consultation with no obligation
Real stories from families we've helped protect their financial future
Florida
"I already opened my 3rd IUL with Sandra because this strategy really works! My money is growing tax-free, and I'm building wealth for my family's future. Highly recommend her!"
Charlotte, NC
"Sandra explained everything with so much patience. I had never understood how an IUL works, and now I have a plan that protects my family and will help me in retirement. 100% recommended."
Orlando, FL
"I felt I was in good hands from the first moment. Sandra not only advised me, but found the best plan for me without pressuring me. I'm at peace knowing I have protection and growth for the future."
Hollywood, FL
"Sandra and her team advised me with my Medicare and guided me through the entire process. Very grateful for their patience and professionalism."
Trucker Testimonial
Trucker - Texas
"I drive my truck from Texas all across the United States. Thanks to Sandra for understanding my needs as a trucker, helping me save strategically to expand my fleet, and also insuring me and my children with real, affordable protection. Thank you!"
Trucker Testimonial
Trucker - San Diego, CA
"Carlos from the Plata Safe team helped me plan my savings to leverage the purchase of new trucks. I'm earning interest that no bank gives me, and with my National Life Group policy, I feel supported on the road. I'm secure and focused on my growth. Thanks!"
100+
Families Protected
5.0
Average Rating
100%
Client Satisfaction
Schedule a free, confidential consultation today. No pressure, just honest advice.
Schedule Your Free ConsultationWe respect your privacy and will never share your information
We'll help you get your license and provide continuous support to start strong. Join our team of successful professionals and build the career of your dreams.
We help you get licensed
Mentors and resources always available
Uncapped earning potential
Work with the best in the industry