Business Owners’ Policy
Credentials and Licenses
My passion for insurance comes from knowing that I have the ability to protect people, their families, and for some, even their business. Everything I know was learned by obtaining 50 licenses across the country with a company that has been in business for over a century. With an immense background in insurance, I decided to specialize my 50 licenses to my home state of Texas.
What do I do? I specialize in helping: families, small business owners, CEOs, CFOs, and related businesses who want to focus on running their businesses and not stress about insurance.
When I meet with you about all the insurance options, I put it in real-life terms based on your circumstances to find the right fit & value for you.
What people think about me
“Jeffrey was so patient with me asking questions. He was so informative and helpful. I didn’t think of life insurance as a necessity but he definitely helped me realize the importance of having it in place as well. GLAD I called.”
Being curious is human nature
Working Days & Hours
Mon-Fri – 9:30am-6:30pm
Sat-Sun – Appointment only