Meet Your Underwriter
Joseph Romero

LICENSED BROKER & FIELD UNDERWRITER

Joseph is based in Raleigh, North Carolina, where he lives with his amazing wife and two children. Before entering the insurance industry, he spent over a decade in IT, helping small business owners through managed services and later thriving in project management for more than six years.

 

Although successful in his own right, Joseph felt unfulfilled and was drawn to do work that truly made a difference. Inspired by his wife, an experienced and passionate insurance agent, he made the decision to join her in helping families protect what matters most. He now specializes in Final Expense, Term Life, and Whole Life coverage.

 

Licensed in 10 states, Joseph is committed to guiding families through the life insurance process with care and clarity..

 

Joseph’s understands that talking about insurance can feel overwhelming. His focus is on simplifying the process, making sure clients understand their options, so they can make confident decisions without the confusion. 

 

“To me this work is personal. I serve each family with the same dedication and integrity I’d want for my own loves ones. I aim to provide honest, straightforward guidance to help you protect what matters most, your family, your home, and your peace of mind.”

VERIFY MY LICENSE

National Producer Number 21213565

Our Carriers

Joseph only works with A rated carriers in the state. He will not only help you find the lowest price, but also to craft a plan that works best for your family to meet your needs now and well into the future.

TYPES OF PLANS

Final Expense

A whole life policy designed to cover funeral costs, medical bills, and other end-of-life expenses.

 

Term Life

Life Insurance solutions that give your loved ones maximum coverage to ensure they are financially protected.

Mortgage Protection

Safeguard your home’s equity and provide living benefits if unexpected events occur.

 

Indexed Universal Life

A permanent policy that builds cash value and can help supplement your retirement.



Contact Joseph:
Text "Quote" to (919) 367-1967