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.
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Before choosing a plan we want to be sure you know the difference between your many Medicare plan options.
Our staff of experienced benefits professionals can develop programs that make sense for your employees.
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Whatever your commercial insurance needs, we can design a protection program that's right for you.
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We'd be happy to evaluate your current coverage and present you with side-by-side comparisons.
We offer various types of supplemental plans, which are needed when life’s unexpected health issues come up.
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Annuities are investments that can be used to help build a guaranteed income stream or a retirement nest egg.
Protect What Matters Most!
Life insurance may be one of the most important purchases you'll ever make.
The decision to purchase Long-Term Care insurance is a big one with definite financial consequences, both in terms of premiums and future personal care.
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