Name

Jason Loveless

Company

The Reaves Agency

E-mail

Contact Jason Loveless (The Reaves Agency)

Website

http://www.reavesagency.com

Office Phone

(972) 669-2435 x 102

Cell Phone

(214) 476-2566

Fax

(972) 235-9604

Description

1401 N. Central Expressway Suite 230 Richardson, TX 75080

About Us:

The Reaves Agency provides solution-oriented financial services for individual families and for Texas employers. Our mission is to listen to our clients' needs, to educate them on options and to craft solutions to meet their financial goals. Proactive service is our priority. The secret of our success is our commitment to our clients. We take time to find out what is important to you. We make sure you understand everything you need to know to make wise decisions to help achieve your goals. We will be there every step of the way, whether to evaluate your life insurance needs or to handle a claim on your behalf. In fact, you will hear from us often. We want to keep you prepared for life's events and unforeseen circumstances as your needs change.

Jack Reaves founded The Reaves Agency in 1974 to provide insurance products and benefits to individuals and their families. In 1979, Jack expanded the range of services to provide group benefits for employers and their employees. As The Reaves Agency developed a strong reputation for consistent services, client referrals and word of mouth fostered business growth. Many of our clients have been with us for more than 20 years. Today, we have over 30 years of experience and represent more than 60 insurance carriers. But we remain a family-owned business working for your individual or corporate family.

The Reaves Agency was founded on the principles of trust, honesty and integrity. In a new millennium, those principles continue to guide our practices. We succeed when you succeed. We want you to feel comfortable working with our agency so that you can concentrate on what you do best.

Areas of Expertise

* Estate Planning - From solving for income replacement needs to high level estate planning needs. We can form a team of experts around the client to satisfy their planning wishes. Able to audit existing trust owned life insurance for goal and cost effectiveness (Life Insurance Audit). Asset Protection Services, Premium Financing, Life Insurance Settlements, etc.

* Group Benefits Services - With over 25 years of experience, this is one of The Reaves Agency's (TRA's) specialties. Group health insurance audit, design, implementation and service; qualified and non-qualified retirement plan design and maintenance. Superior service is our differentiator.

* Business Succession Planning - From funding buy-sell agreements to full scale business continuation consulting TRA can assist based on the needs of the client. Key Man Life & Disability Insurance; Buy-Sell Agreement Funding Flash valuation services, exit strategy coaching, client relationship and knowledge transfer are key tools we employ based on client needs.

* Key Executive Benefit Planning - We assist companies get creative in designing executive bonus/benefit plans. Non-qualified retirement plans; Deferred Compensation Plans, High Limit Disability, High Limit Accidental Death, Kidnap & Randsom, etc.

* SBA Loan Packaging & Brokerage Services - Through our strategic partnership with Funding Resources, TRA provides our clients with SBA loan packaging & brokerage services. Primarily 7(a) loan guaranty program for working capital, machinery & equipment, furniture & fixtures, land & building, leasehold improvements, and debt refinancing. Funding Resources has long-term relationships with over 140 regional and national bank & non-bank lenders.

Testimonials

"Jason is one of the most dynamic men that I know. He has a way of meeting the right people and keeping them in the loop no matter how big or small the client. He has been a great refferal source and introduced me to clients that already knew I would be calling them. Jason above all is a man of integrity, and I would refer him to my family, friends, and any of my clients." August 23, 2007

Brandon Reese, Account Executive, Powter Insurance
was with another company when working with Jason at The Reaves Agency

"Jason did a nice job of finding my wife and I more life insurance coverage while dropping our premiums." August 13, 2007

Top qualities: Great Results, Personable, Good Value

Ed Gough
hired Jason as a Insurance Agent in 2007

"Very few individuals can compete with Jason in his ability to listen, learn and direct his clients. Jason has a unique ability that allows him to take in all of the client's desires and exceed their needs. Even more amazing, if Jason does not know the answer he will find it. When making a referral, it is difficult to gage how a client will view the introduction. With Jason, you can rest assure that he will make a great impression on the client, make you look good in the process and most importantly help your client. As such, I highly recommend any professional to making Jason a part of your team." August 12, 2007

Brad Adatto, Attorney, SettlePou
was with another company when working with Jason at The Reaves Agency

"I have worked with Jason for several years. His professionalism, intelligence and bright attitude make him stand out from the competition." August 10, 2007

Brian Hutson, Owner, The Hutson Group
was with another company when working with Jason at The Reaves Agency

"Jason does a great job at evaluating needs for our clients and finding the correct solution for them. His team- based approach at finding solutions for our clients has been a tremendous asset to our business as we strive to find ways to help and serve our clients." November 13, 2006

Jonathan Reaves, Owner, The Reaves Agency
worked with Jason at The Reaves Agency

"I've known Jason for several years now, and have found him to be quite capable from a technical standpoint, very diligent in his follow-up, and one who promotes and practices very high personal values. He has been generous in recommending me to a number of similarly-minded professionals in a variety of fields. I predict that you, too, will enjoy and benefit from knowing Jason." November 12, 2006

Bruce Bradford, Market President, Frost Bank
was with another company when working with Jason at The Reaves Agency

"Jason is a excellent thinker, problem-solver and strategist. With both brains and ethics, he is the financial advisor to have in your corner." November 10, 2006

Evan Fogelman, Head of Intellectual Property and Entertainment Law Practice Group, Underwood Perkins & Ralston PC
was with another company when working with Jason at The Reaves Agency

"Jason is a man of both intelligence and integrity. His efficiency and commitment to get the job done well showed in every instance of our relationship. He consistently demonstrate hard work, a clear head, and excellent managerial skills under pressure and time constraints." November 10, 2006

Daniel Hampton, Primerica Financial Sales Associate, Primerica Financial Services/Citigroup
worked directly with Jason at The Reaves Agency

"It has been an honor and privilege to work with Jason. His ethics, competency and determination to act in the best interest of the client are evident. His recommendations are consistent with the needs and objectives and his ability to educate is always much appreciated. I happily recommend Jason without hesitation to any of our clients." November 10, 2006

Monica Coney, Sales, Marsh Private Client Services
was with another company when working with Jason at The Reaves Agency

"I referred clients to Jason. The feed back from them is always - how impressed they are with his professionalism, his drive, and attention to detail most importantly how he keeps them informed and advised at every step in the process. I continue to refer clients to Jason because he never disappoints." November 10, 2006

Jack Howe, Managing Partner, Performance Enablers LLC
was with another company when working with Jason at The Reaves Agency

"Jason is an extremely helpful and able networker and he is held in high regard by his clients. He sat me down and really listened to my needs and then responded with solutions. I appreciate Jason and his agency very much.Best, Chuck Lustig" January 9, 2006

Chuck Lustig
was with another company when working with Jason at The Reaves Agency

"It was a pleasure doing business with Jason. He was very professional and informative as he walked me through the process of evaluating and purchasing additional Life Insurance coverage. I would highly recommend him and look forward to a long relationship with him" December 8, 2005

Dan Martin
was Jason's client

"My wife and I have appreciated working with Jason for our estate planning needs. We found him to be very professional, thorough, and objective in serving our needs. Through this process we have become good friends and enjoy the times we get together. Dirk Hansen" December 4, 2005

Dirk Hansen
was Jason's client

"Very soon after contacting Jason, he had provided me not just with the typical information I expected, but he took the time to educate me on life insurance, something I knew nothing about. For 9+ months, he answered every question I sent him, guided me as I had mis-steps with other 'family' agents, etc. In the end, was very patient and much more than an agent." December 1, 2005

Vik Bhatia
was Jason's client

"Jason and his firm are professional, careful and provide great service and follow up without being asked." December 1, 2005

Scott Paly
was Jason's client

"Jason has done an outstanding job as an Agent representing the Reaves Agency. I know he has several clients but, he continues to treat me like I'm his only one. This kind of customer service is a nice rarity. I would highly recommend Jason and Reaves to anyone reading this. He is always there when I need him and he continues to keep the best interest of me and my family at heart." December 1, 2005

Rick Harvey
was Jason's client

"I have worked with Jason on numerous occasions and his expertise and service is exemplary. I highly recommend him. Regards, Alex Vantarakis, The Vant Group" December 1, 2005

Alex Vantarakis
was Jason's client

"Jason is extremely prompt and professional in handling all of our related business matters." December 1, 2005

Bob Whitehead
was with another company when working with Jason at The Reaves Agency

"When eLevel, Inc. needed insurance for its employees, we interviewed several agents & companies. By far, Jason and the folks at The Reaves Agency delivered us the best services at the best rates. Everyone there is very knowledgable and very easy to work with regarding any insurance matter. I highly recommend them." September 14, 2005

Steven McFarland
was Jason's client

"I have met many individuals in the insurance industry and have chosen to work primarily with Jason because of his professionalism and objectivity. Jason recommends efficient solutions for our clients, and follows through with terrific service." September 14, 2005

Rob Wilson
was with another company when working with Jason at The Reaves Agency