National Producer Number
21308245
Who I Am
Jorge Lozano, an independent life insurance broker dedicated to guide families with honesty and care. Comparing top carriers, and offering personalized protection plans. Serving with integrity, clear information and trustworthy support.
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SERVICES
Tailored insurance for
every stage of life.
01
Family Protection Plans
Coverage designed to ensure your loved ones are financially secure no matter what happens. These plans provide peace of mind by replacing income, covering expenses, and protecting your family’s long-term stability.
02
Mortgage & Home Security
Life insurance that safeguards your home by helping pay off the mortgage if the unexpected occurs. Protect your family from losing their home during difficult times.
03
Final Expense Coverage
Affordable policies that relieve the financial burden of funeral costs and end-of-life expenses. A simple way to help your family focus on healing rather than bills.
04
Income Replacement Solutions
Plans created to provide your family with a steady financial foundation if you’re no longer there to support them. Helps cover everyday needs, debts, and long-term obligations.
05
Retirement Planning
Build long-term financial security with strategies that combine life insurance and retirement planning. Create a steady stream of tax-advantaged income and enjoy peace of mind knowing your future is covered.
06
Business Owner Protection
Coverage tailored for entrepreneurs to secure their company’s future. Options include key-person insurance, buy-sell agreements, and policies that stabilize business operations through unexpected loss.
OUR CARRIERS
Every person is different,
carriers are too.
So we have them all.
TESTIMONIALS
What our clients are saying
“I’ve dealt with insurance before and honestly never felt like anyone was actually listening. Jorge took the time to understand what I needed now and what my family would need later. He explained things straight, no sugarcoating, and didn’t try to upsell me. It’s the first time I’ve had coverage I feel good about since leaving the service.”
Marcus R. – U.S. Army Veteran
“As a business owner, my schedule is all over the place. Jorge worked around my hours and broke everything down in a way that made sense. He helped me set up a policy that protects my kids AND keeps the business stable if something happens to me. Super helpful, no pressure, just honest advice.”
Ana L. – Local Business Owner
“I’m getting close to retirement and was worried I waited too long to get anything in place. Jorge walked me through a few options that didn’t feel overwhelming or too expensive. He didn’t rush me or make me feel dumb for asking questions. I left the meeting actually feeling prepared, which is new for me.”
Robert H. – Nearing Retirement
“My budget is tight, so I didn’t think I could afford much. Jorge sat with me and found something realistic that fit what I could actually pay each month. He didn’t push anything out of my reach. I appreciate that he treated me with respect and worked with what I had.”