Partners
Good guidance is never a solo act.
SR Insurance Services collaborates with experienced agencies and Field Marketing Organizations to bring clients broader options, useful technology, and a more informed next step.
Talk with Soledad
A connected practice
More perspective behind every conversation.
SR Insurance Services collaborates with multiple agencies and Field Marketing Organizations (FMOs) to deliver services and technology to clients. These relationships give an independent practice the reach and resources to support individuals, families, and businesses with care.
Soledad represents top industry companies and passes along the knowledge needed to help educate and enroll clients. The goal is simple: make the options easier to understand, so the next decision feels more confident.
Life & LTC
A wider view of what comes next.
Through FMOs LifePro and Gameplan, SR Insurance Services has access to more than 20 major life and financial companies, all rated A to A+.
Allianz
North American
Lincoln Financial
EquiTrust
PrincipalExamples include Allianz, North American, Lincoln Financial, John Hancock, American National, and EquiTrust.
Medicare
Compare the coverage landscape with a local guide.
For Medicare, SR Insurance Services represents major carriers across CA, AZ, NV, TX, and WA and helps clients compare Medicare Advantage and Supplement options as they prepare for the next chapter.
UnitedHealthcare
Anthem
Aetna
Blue Shield
HumanaSupplemental (Medigap) plans are available too, including Plan F, Plan G, Plan N, and more.
A place to begin
Personalized Medicare guidance, so you choose with clarity and confidence. - no pressure, no jargon
Soledad works closely with all partners to bring you the latest information on insurance and the everchanging landscape of the industry.
Become a Partner
Let’s make the next option easier to reach.
If you would like to partner with SR Insurance Services, share a few details and one of our staff members will get back to you.
Email the teamNot every plan is available in every area. Consumers can visit Medicare.gov to review comprehensive options.