Plan today for a better tomorrow.
Invest in your legacy.
When you think about what you’ll leave behind, do you feel confident that your loved ones will be prepared to face the future? When thinking about your assets, do you believe they’re protected from fees and restrictions that would diminish their value?
I think about it all the time. It’s my specialty.
Improve your portfolio today.
Building value today means having more to borrow from tomorrow – in the event of a disability, lien or financial need, your assets require thoughtful stewardship and guidance. That’s where Bort Jones comes in.
Areas of Service
“You know, a man’s life is the most precious thing in the world, isn’t it? So isn’t it odd that a man will insure everything but his life?”
– Ben Feldman
Hi, I’m Bort Jones.
I’m a native of Louisiana, and a resident of California and New Mexico since 1975. Besides operating my little homestead farm in Sierra foothills, I fill my time learning new businesses and finding new ways to serve others. Since 2005 I’ve been specializing in real estate and property management, before learning the ropes from giants in the insurance field. I’ve had some amazing mentors in the areas of life insurance, long term care and annuities, consulting with some of the best in the industry. Now, I’m happy to pass that experience and expertise on to my customers, helping them to prepare for the future and the legacies they’ll leave behind.
“Bort is a straight shooter and he steered me in the right direction setting up my life insurance. I feel much more confident now about my future and my family’s future.”
—Gilbert F.
My approach to serving you:
Assessing Need
I understand that when it comes to protecting your loved ones and securing your future, there's no one-size-fits-all approach. That's why I’m here to help you find the life insurance policy and additional coverage that fits your life, needs, goals, and budget.
Building Relationships
My commitment to providing tailored life insurance options comes from a deep understanding that each individual and family is unique. I’m not just here to sell policies; I’m here to build lasting relationships, offer peace of mind, and be your trusted partner.
Protecting Futures
I am here to be your unwavering partner, offering personalized life insurance solutions that cater to your unique needs. Our commitment extends beyond policies; it's about providing you and your family with the peace of mind that comes from knowing you're well-protected.
Let’s have a talk about protecting your future.
There’s no commitment, pressure, or obligation.