Jacob Montoya Insurance is a completely independent insurance agent specializing in Employee Benefits, Workers Compensation, Medicare, Life Insurance, and much more. We work with the top insurance companies so we can offer our clients the best coverage for them. Our clients are located all across TX, NM, CO, OK & CA giving us a great feel for the insurance landscape.
We design plans with a focus on low costs, and tax-efficiency, which we combine with personalized insurance advice aimed at helping clients make better informed decisions. Our mission is to provide seniors, families and business owners with assistance in building their financial freedom. We have the skills, knowledge and experience to help meet our client's established goals.
Our personal goal is to become a lifetime resource for my clients and give them greater confidence in their financial situation.
We design plans with a focus on low costs, and tax-efficiency, which we combine with personalized insurance advice aimed at helping clients make better informed decisions. Our mission is to provide seniors, families and business owners with assistance in building their financial freedom. We have the skills, knowledge and experience to help meet our client's established goals.
Our personal goal is to become a lifetime resource for my clients and give them greater confidence in their financial situation.
Services
Here at Jake Montoya Insurance we can offer you competative rates on a number of services such as Group & Individual Health Insurance, Medicare Supplements, Prescription Drug Plans (PDP), IRAs, Roth IRAs, Annuities, 401Ks, 403Bs, Workman's Compensation, Surety Bonds, Business Insurance, Life Insurance and Burial Insurance.
After serving in the United States Army in Korea during the Vietnam era, Jake Montoya received an hornorable discharge in 1969.
Upon receiving a Bachelor of Arts Degree at Howard Payne University, Jake Montoya came to Lubbock, Texas to teach and serve as the certified athletic trainer on the coaching staff at one of the Lubbock area high schools.
After serving in the United States Army in Korea during the Vietnam era, Jake Montoya received an hornorable discharge in 1969.
Upon receiving a Bachelor of Arts Degree at Howard Payne University, Jake Montoya came to Lubbock, Texas to teach and serve as the certified athletic trainer on the coaching staff at one of the Lubbock area high schools.
Life insurance may be one of the most important purchases you'll ever make.
In the event of a tragedy, life insurance proceeds can help pay the bills, continue a family business, finance future needs like your children's education, protect your spouse's retirement plans, and much more.
If you're considering securing you and your family's financial future, we would be happy to review your current situation and offer a few ideas on how you can protect it!
Term Insurance is the most affordable type of insurance when initially purchased, is designed to meet temporary needs.
In the event of a tragedy, life insurance proceeds can help pay the bills, continue a family business, finance future needs like your children's education, protect your spouse's retirement plans, and much more.
If you're considering securing you and your family's financial future, we would be happy to review your current situation and offer a few ideas on how you can protect it!
Term Insurance is the most affordable type of insurance when initially purchased, is designed to meet temporary needs.
A Medicare supplement (Medigap) insurance, sold by private companies, can help pay some of the health care costs that Original Medicare doesn't cover, like copayments, coinsurance, and deductibles.
Some Medigap policies also offer coverage for services that Original Medicare doesn't cover, like medical care when you travel outside the U.S. If you have Original Medicare and you buy a Medigap policy, Medicare will pay its share of the Medicare-approved amount for covered health care costs.
Then your Medigap policy pays its share.
Some Medigap policies also offer coverage for services that Original Medicare doesn't cover, like medical care when you travel outside the U.S. If you have Original Medicare and you buy a Medigap policy, Medicare will pay its share of the Medicare-approved amount for covered health care costs.
Then your Medigap policy pays its share.
We also offer various types of supplemental insurance plans, which are needed when life's unexpected health issues come up.
Having this type of insurance can save you thousands of dollars in medical bills.
Our experienced staff of insurance agents will help you choose the plan that will work for your current situation, as well as help you plan for unexpected problems that may occur in the future.
Supplemental coverage options also referred to as ancillary benefits, are often overlooked, but are an affordable health insurance option for many individuals and families.
Having this type of insurance can save you thousands of dollars in medical bills.
Our experienced staff of insurance agents will help you choose the plan that will work for your current situation, as well as help you plan for unexpected problems that may occur in the future.
Supplemental coverage options also referred to as ancillary benefits, are often overlooked, but are an affordable health insurance option for many individuals and families.
So you've taken all the steps to protect yourself from disaster due to medical conditions and it's time to think about how to protect your finances over the long term.
What has that CD that you've rolled over for 10 years done for you?
The rate of interest for a CD is virtually always less than that of an annuity, and many annuities offer guaranteed rates.
Certain annuities offer an option of paying monthly interest to you, some offer bonuses for satisfying certain requirements such as leaving it for 5-10 years then taking 10%/year (that is an example, different annuities offer different terms).
What has that CD that you've rolled over for 10 years done for you?
The rate of interest for a CD is virtually always less than that of an annuity, and many annuities offer guaranteed rates.
Certain annuities offer an option of paying monthly interest to you, some offer bonuses for satisfying certain requirements such as leaving it for 5-10 years then taking 10%/year (that is an example, different annuities offer different terms).
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