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.
* 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.
1401 N. Central Expressway Suite 230 Richardson, TX 75080