Life Insurance
Support Your Loved Ones, Even When You Can’t Be There
Life insurance isn’t just a financial decision — it’s an act of care. It ensures your family has what they need if something happens to you, and can even support long-term goals like retirement or college planning. We help clients across Rio Rancho and beyond find life insurance policies that offer:
- Protection for your spouse, children, or dependents
- Business continuity options for owners and partners
- Living benefits and investment potential through annuity-linked options
You’ll receive guidance on term life, whole life, and universal policies — all from providers we know and trust like AIG, Principal, Guardian, Foresters Financial, Mass Mutual, and Lloyd's of London.
Disability Insurance
Plan for the “What Ifs” — and Protect Your Income
An illness or injury can happen when you least expect it — and when it does, your income can take a serious hit. Disability insurance helps you stay financially secure if you’re unable to work for a period of time.
We work with top-rated carriers to offer:
- Short-term disability coverage for illness, surgery, or recovery
- Long-term disability insurance to replace lost income for serious conditions
- Business coverage options for owners who want to protect themselves and their employees
Whether you need personal coverage or are exploring long term disability insurance in New Mexico and beyond for your team, we’ll make sure the policy fits your life, your job, and your peace of mind.
Insurance for Businesses in our community
Protect Your People and Your Practice
If you own a business, life and disability coverage isn’t just about you — it’s about your team. Offering these benefits can help you attract talent, reduce turnover, and show your employees they matter.We’ll help you:
- Explore group life and disability plans from multiple carriers
- Build tiered coverage options so employees can choose what suits them
- Align benefits with your budget, goals, and company culture
Business life insurance and disability policies don’t have to be complicated — and with Jerry on your side, they won’t be.