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Our Company
VISION
In the area of business protection planning & consulting, be the most well known and trusted local insurance and financial service firm among business owners in our target market in the Rio Grande Valley.
MISSION
To provide every business owner in our target market with security and peace of mind by focusing our efforts on providing superior business consulting as well as business protection planning services that will address core issues allowing them to worry less about business and more about family.
For over 10 years, people have chosen to work with us because we care about them and serve as a resource for their financial clarity and confidence. We work with motivated people who realize that planning for the future is far too serious to handle on their own. What this means to the people we serve is we share a genuine interest in helping them connect with what they deeply care about. We address our clients' CORE issues by helping them eliminate concerns and realize new opportunities. We educate clients and then make recommendations based on their needs and desires. We are committed to providing the guidance and consistent service my clients need to develop, implement and maintain business and individual strategies.
As your licensed Mutual of Omaha insurance agent, I pledge to be here when you need me. I proudly chose to represent the Mutual of Omaha companies to assist my clients. They meet my own expectations for integrity and leadership.
Our Staff
Jeff Moore
President
Jeff L. Moore is recognized as one of the Rio Grande Valley’s leading experts in the field of business planning services, having dedicated over 10 years to helping small business owners, addressing four major areas of their concern:
- Buy/Sell Agreements & Funding
- Estate and Succession Planning
- Key-Employee Protection & Executive Bonus Arrangements
- Business Consulting & Planning
*GetMoore Insurance & Financial Service Client Profile:
*GetMoore Insurance & Financial Service Promise: Planning for Generations
As a member of the Inner Circle of Insurance and Financial Service Professionals, Moore is continually upgrading his wealth of knowledge on the subject of business planning and marketing, passing this information on to the community in the form of public speaking engagements, press releases, seminars and literature distribution, such as a his monthly newsletter on Business and Estate Planning issues for those small business owners who meet his ideal clientele.
In addition, he keeps the professional community abreast of new and changing retirement planning information by providing articles to financial centers of influence, including the area’s leading law firms and CPA firms.
Education
- Graduated from the University of Texas Pan American with a Bachelor's Degree in Broadcast/Journalism
GMI Honors and Accolades
- The Order of the Blue Vase
- Million Dollar Round Table Producer
- Chairman's Council Producer
- President's Club Producer
- Several Agent of the Month Awards for the Michael J. Fargnoli Division of Mutual of Omaha
- Multiple Agent of the year recognitions for the Michael J. Fargnoli Division of Mutual of Omaha
- Top Life, Disability, and Annuity Producer Awards for the Michael J. Fargnoli Division of Mutual of Omaha
- Gold and Silver Pyramid Achievement Awards
Community:
- Member of the Hispanic Chamber of Commerce
- Ambassador for the McAllen Chamber of Commerce
- Director for SCORE (Counselors to America's Small Businesses)
- Business Network International (BNI) organization member
- Food Bank Advocate
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Video testimonial: Edward Dominguez after suffering a Critical Illness:
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Video testimonial: Marloe Mosley about the importance of having a qualified and trustworthy Insurance team
Carlos Yarritu
Junior Partner
- Graduated in 2004 from Texas A&M University
- An agent with Mutual of Omaha
- Has been a licensed agent in the state of Texas since September 2007
- Experienced professional in the area of business protection planning including Buy/Sell Agreements and key-employee protection plans
- Other key areas of expertise include individual life protection plans and income replacement protection plans for individuals
