We serve individuals, families and businesses with life, health insurance and group benefits.
Our staff and agents are trained to provide you with the most extensive and up-to-date information about current products, and how they can benefit you. We pride ourselves in serving you with professionalism and integrity.
Keywords: Life Insurance
Annuities
Health Insurance
Group Benefits
Disability Insurance
Medicare Supplements
Long-term Care Insurance
Critical Illness Insurance
Interview Q&A
How long have you been in business?
Since 2008
What is your primary product or service?
Annuities, Critical Illness insurance, Disability insurance, Health insurance, Life insurance, Long Term Care, Medicare Supplements, etc...
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Shelly has an extensive financial background. She worked for years in the mortgage industry and received the recognition of being named #1 Loan Officer in the State of Texas, by her fifth month of employment. After mortgage, Shelly transitioned into the commercial real estate industry, as an investment sales broker. She specialized in retail sales in West and South Texas, and was the first recipient in Texas to receive the Pacesetter award in the retail category (Marcus & Millichap).
How do you differentiate yourself from other businesses in your category and area?
With my extensive product knowledge and financial background, I possess the quality of service that keep my clients happy and retained for life.
How many locations do you have and do you have plans to expand?
Shelly decided to open up her own insurance agency in February 2008, and has big plans for the company. She plans to open up a P&C Division, which will allow the agency the opportunity to be more full-service to its business owner clients.
Provide detailed directions to your location
We meet with you at a preferred location throughout town.
What type of payments do you accept?
Check, Visa, Mastercard
Which areas do you service?
The States of California, Florida, Indiana and Texas, with expansion plans to all 50 States.
Who owns your company or runs daily operations?
Shelly Alvarez, Juan M. Alvarez
What are your hours of operation?
Monday through Friday
8:00 A.M.- 6:00 P.M.
Saturday
9:00 A.M.- 1:00 P.M.