Alamo Exchange offers Umbrella Medical plans providing major medical protection from $50,000 to $10 million, Healthiest You direct primary care memberships, BESTDoctors specialty consultations, chronic disease management, and access to diagnostic services through Quest Diagnostics and Imaging Diagnostics.
The Umbrella Medical plan focuses on catastrophic protection with lower premiums starting around $89/month, avoiding complex networks and high costs typical of traditional insurance. It functions as part of an operating system that supports healthcare navigation before, during, and after care, rather than just paying claims after illness.
Ideal clients include individuals aged 50-64 in the Medicare gap, small business owners, self-employed professionals, rural property owners, and conservative or insurance-skeptical consumers seeking asset protection and affordable major medical coverage.
Yes. The Healthiest You direct primary care membership provides unlimited access to comprehensive primary care services including 24/7 virtual care, musculoskeletal, mental health, dermatology, and nutrition support.
The Healthy Living Rewards Program offers a decreasing deductible up to $10,000 per plan year as a financial reward for meeting personalized wellness milestones and maintaining healthy behaviors.
Led by a Registered Tax Return Preparer with insurance licensing and a finance degree, Alamo Exchange aligns healthcare financing with tax strategy, optimizing after-tax outcomes, HSA usage, and long-term asset preservation through coordinated financial and health planning.
Clients receive access to Quest Diagnostics for lab tests covering men's and women's health, vitamins, metabolism, allergies, and more, plus Imaging Diagnostics offering high-quality imaging services such as MRI, CT scans, X-rays, and mammograms with no extra radiologist fees.
You can book webinars and consultations easily through the website's calendar integration, allowing you to select available times for educational sessions or personal consultations either remotely or in person in San Antonio.
Yes, through BESTDoctors specialty consultations and chronic disease management support, the service offers expert second opinions and personalized guidance to manage complex or chronic health conditions effectively.
Alamo Exchange primarily serves San Antonio, Texas, and surrounding communities within approximately a 60-mile radius, including suburban and rural areas.
Yes, the plans and consulting services are designed to help small business owners provide affordable, flexible health benefits to themselves and their employees without the complexity and high cost of traditional group insurance.
Unlike traditional insurance that pays claims after illness, Alamo Exchange offers an operating system approach that proactively supports healthcare navigation before, during, and after care, integrating primary care, specialty access, diagnostics, and financial incentives for healthier living.
Alamo Exchange's private health plans provide high-limit hospital and physician protection designed to shield asset-owning clients, including rural property owners, from the financial risks of medical liens imposed by local hospital districts.
The firm offers personalized advisory services, including educational webinars, direct consultations, and ongoing support to help clients choose providers, understand billing, and manage medical episodes efficiently, reducing stress and unnecessary expenses.
The founder holds a finance degree from the University of Texas at San Antonio, is a Registered Tax Return Preparer, and holds an insurance license, ensuring expert integration of financial, tax, and health plan strategies.