We help businesses and individuals make smarter, more strategic decisions about insurance and financial protection. Our agency specializes in designing customized employee benefit solutions that support business growth, improve retention, and protect what matters most. We partner with business owners to implement life and disability insurance strategies that safeguard their income, families, and long-term plans. We also work closely with residents, physicians, and dentists to provide tailored disability and life insurance solutions built around their unique career paths and earning potential. For individuals and families, we offer comprehensive coverage options including life, health, dental, vision, and Medicare—ensuring the right protection at every stage of life. Our approach is consultative, strategic, and relationship-driven—focused on delivering clarity, confidence, and long-term value.
| Employees | 16 (3 on RocketReach) |
| Founded | 2001 |
| Address | 4242 Woodcock Dr Suite 160, San Antonio, Texas 78228, US |
| Industry | Insurance |
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Benefit Source Questions
Lisa Nava is the President of Benefit Source.
3 people are employed at Benefit Source.
Benefit Source is based in San Antonio, Texas.
Top Benefit Source Employees
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Lisa Nava
President at Benefit Source
San Antonio, TX, US -
Edi Cook
Sales Representative at Benefit Source
United States1 -
Debra Perez
Account Manager at Benefit Source
San Antonio, TX, US
