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Porterie Financial is a licensed finance brokerage agency based in Albuquerque, New Mexico. As a licensed professional, I work on behalf of individuals and families nationwide to identify, explain, and help arrange financial and insurance solutions. My goal is to simplify Sophisticated decisions, save clients time, and strategically align solutions with their lifestyle and long-term goals.
*As a reminder: Wealth, whether in health or finances, grows through consistency and planning, not spending more.
"We are committed to helping you achieve your goals while solidifying both your future and your family’s legacy"
A-rated carriers are insurance companies that have received strong financial-strength ratings from independent agencies, such as AM Best. These ratings indicate a carrier’s ability to maintain stability, manage risk, and meet policyholder obligations over time. Below are more A-rated carriers I work with to help identify well-suited solutions for the individuals and families I serve across the country.
The visuals below are intended for educational purposes for the client!
1. The above visual, top left, highlights "9 key factors that Financial Carriers and insurance providers commonly consider when determining the cost of Policy solution". Each factor helps carriers assess risk and tailor coverage and pricing to the individual.
2.The visual on the top right highlights a key distinction in the insurance industry. A broker works independently with multiple carriers, allowing them to compare options and help clients find solutions that best fit their needs. An agent, by contrast, represents a single insurance company and can only offer that company’s products.
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