About Us


Albuquerque, we do ONE thing and do it WELL. We eliminate taxes and stock market crashes with fixed indexed annuities.  We specialize in 401(k) rollovers into Individual Retirement Accounts (IRA). We are passionate about fixed indexed annuties.

Savvy, conservative, and conscientious consumers who are looking for smart alternative retirement solutions have come to the right place. Our products  provide control and peace of mind over your long long-term retirement finances. We recognize the important function of fixed indexed annuities (FIAs) have in any well-balanced financial plan. Attend our exciting financial seminar for more specific information.

Licensed New Mexico Agents
We are licensed local agents in New Mexico only who only represent large A-Rated Insurance Companies. Our firm services Albuquerque, Los Lunas, Belen, Santa Fe, Rio Rancho, and all of the surrounding area in the State of New Mexico.

A retirement annuity can be purchased through one of our licensed agents with a single premium or by premiums paid over a period of years prior to retirement.

Annuities dramatically transform your retirement portfolio by eliminating investment and longevity risk.

A fixed indexed annuity must meet strict suitability requirements based on your current financial situation and retirement goals. We help you determine which annuity product is right for your given situation.

Why You Should Consider a Fixed Indexed Annuity?
     1) Safety of principal is guranteed by the issuing insurance company via a contract.
     2) You build longevity credits. Discover why longevity credits are so important. We encourage you to attend our seminar.
     3) Earnings are not currently taxed, which may allow for your nest egg to greatly accumulate.
     4) Guaranteed interest rate.
     5) The fixed annuity's account value does not fluctuate with the bond or stock market.
     6) Tax deferral on earnings may help protect Social Secuirty benefits. Earnings accumulating in an annuity contract are not counted as income when determining tax on Social Security benefits, unless earnings are withdrawn (in contrast to a certificate of deposit's taxable interest or a municipal bond's tax-free interest).
     7) Current taxes may be reduced if money is moved from an investment generating currently taxable income to fund the tax deferred annunity, where future earnings are tax deferred.
     8) A fixed annuity may be available with no upfront fees or charges, which means that 100 percent of the premium can go to work immediatly.
     9) Various payout options are available, including payments that can last your lifetime.
     10) A fixed annuity may offer access to certain percentage of the account value each year free from surrender charges.
     11) Confidence with contractual guarantees with large A-rated insurance companies.
     12) Renewal rates cannot drop below a preset minimum, offering some protection against generally lower interest rates in future years.
     13) Proceeds can be paid to a named beneficiary with the expense and delay of probate.
     14) Surrender charges may be waived to help in the case of an emergency, such as a nursing home confinement, terminal illness, or unemployment.
     Note: Certain restrictions apply; see our Disclaimer; suitablity requirements apply to each persons given financial situation. With each annuity contract, the amount of payments depends on the amount invested, the interest applied, and the income option chosen subject to the claims-paying ability of the issuing insurance company.

Office Location - Home Visits
We are located in Nob Hill in Albuquerque New Mexico. 3712 Central Ave SE Suite D, Albuquerque, NM 87108. More than often our agents will visit with you at your home or place of employment with a scheduled appointment.

Licensed and Bonded Agents
Each of our agents are licensed and bonded through the State of New Mexico, Insurance Department. Insured Portfolios is the marketing platform to the Albuquerque community. Each agent represent various A-rated insurance companies via their license. Insured Portfolios does not accept any payments for or on behalf of any issuing insurance companies. Payments are tendered directly to the issusing insurance company. Each agent is appointed and trained with the insurance company they represent.

We believe in honesty, integrity, and providing suitable contracts as a fiduciary to each of the clients we serve. Local banks, financial advisors, and insurance agents in Albuquerque don't always tell the truth. We do! We are committed to telling each of our clients the truth about their financial situation and if our product is suitable. Our insurance products are not for everyone, but for a vast majority of retirees who love safety and security, they are fantastic.

Required Mininum Amount
Our required minimun rollover amount is $10,000. and over.

IRA, 401(k) Roll-overs, Insured Annuity Products, Life Insurance

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Definition of NAICS Code 524210: This industry comprises establishments primarily engaged in acting as agents (i.e., brokers) in selling annuities and insurance policies.