Agustin Martinez

Agustin Martinez

Financial Services Representative

New England Financial - Houston
3700 West Sam Houston Parkway South, Ste. 410
Houston, TX 77042

Phone: (713)963-4172
Fax: (713)963-1420
E-mail:

 

 

BUSINESS PHILOSOPHY

 My goal is to put together a strategy to help our clients meet their financial objectives.  I am trained and have the knowledge and experience to proactively work with my clients to take control of their financial future.

 PRODUCTS ANDSERVICES

  •  Fixed Annuities
  • Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance
  • Health Insurance
  • Lump Sum Pension Distribution

 QUALIFICATIONS

  •  Licensed to sell Life & Health Insurance in Texas
  • Life Underwriter Training Council Fellow (LUTCF)
  • FINRA Series 6, 63 and 65 licensed
  • Degree in Finance

 PERSONAL

  •  Resident of HoustonTexas
  • Wife: Betty Lou
  • Hobbies: Watching International Soccer Leagues and Outdoor activities
  • Fluent in Spanish

 ORGANIZATIONS

  •  Member, National Association of Insurance and Financial Advisors (NAIFA)