It’s not about what you need, it’s about what your family needs when you’re not here.

1 Million+

Families Helped

$150 Billion

Life Insurance Placed

$800 Million

Premium Sold

10,000+

Professional Agents

It’s not about what you need, it’s about what your family needs when you’re not here.

1 Million+

Families Helped

$150 Billion

Life Insurance Placed

$800 Million

Premium Sold

10,000+

Professional Agents

Valerie M Rodriguez

Licensed Broker & Senior Field Underwriter

ABOUT ME

ABOUT ME

Valerie M. Rodriguez is a wellness enthusiast, a renowned real estate broker, and entrepreneur who entered the insurance & financial services industry in 2018. Looking to not only expand her business services and resources she endeavors to help make a difference in closing the generational wealth gap; with her newest mission to help 10000 families with securing their financial futures. Her vision to execute and reach this goal is to continue to speak on different platforms while building her brand as a financial strategist and “Ms. Self-Development.”

Valerie is a force in the world of women’s financial empowerment and is undeniably one of the most recognized experts on personal finance. She provides keynote speaking presentations, workshops and seminars throughout the finance industry and to empowerment groups. Her mission is to meet clients where they are financially and provide the best solutions for their needs.

Valerie Attended John Jay College of Criminal Justice where she majored in Forensic Psychology. Her love for health and fitness led her to a vegan lifestyle and healthy eating habits. As a single mom, she saw how important it was for her to self-educate and do something different in order to leave a legacy for her child. A motivating force was seeing how her father went from living a lavish and prosperous life to having nothing and living in a shelter.

WE GOT YOU COVERED

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Final Expense

Final Expense insurance will cover you for life. Prices are locked and will never increase nor will your policy end. These types of policies are designed to make sure all funeral and other end of life expenses are covered.

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Indexed Universal Life

This is a type of permanent policy that allows the insured to accumulate cash value in addition to their death benefit. It can be setup to help supplement your retirement plan.

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Mortgage Protection

Mortgage protection insurance is a way to protect one of your most valuable assets in the event of a death. Most terms are designed to give you a full return of premium if you outlive the policy. In the event of a death, the mortgage will be paid in full, so your family can keep the house.

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Fixed Indexed Annuities

This is a safe way to participate in the market's gains while avoiding potential loses and keeping your retirement secure.

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Final Expense

Final Expense insurance will cover you for life. Prices are locked and will never increase nor will your policy end. These types of policies are designed to make sure all funeral and other end of life expenses are covered.

Image

Indexed Universal Life

This is a type of permanent policy that allows the insured to accumulate cash value in addition to their death benefit. It can be setup to help supplement your retirement plan.

Image

Mortgage Protection

Mortgage protection insurance is a way to protect one of your most valuable assets in the event of a death. Most terms are designed to give you a full return of premium if you outlive the policy. In the event of a death, the mortgage will be paid in full, so your family can keep the house.

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Fixed Indexed Annuities

This is a safe way to participate in the market's gains while avoiding potential loses and keeping your retirement secure.

Licenses & Credentials

National Producer #: 18717395

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