Haneke Financial & Insurance Congratulates Isabela Rose on Licensing

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  • Haneke Financial & Insurance Congratulates Isabela Rose on Licensing

J.L. Haneke Financial & Insurance Services, Inc. would like to congratulate our staff member, Isabela Rose, for passing the Colorado Property & Casualty licensing exams this month. These exams are required by the State of Colorado in order to sell insurance such as commercial general liability, workman’s comp, homeowners, auto, and more. These exams are very difficult and take a great deal of preparation in order to pass. With her background in life and health insurance, we knew moving into the property and casualty arena would be an easy transition for her. As an Independent Agency, we want our Agents to be able to consult with clients on all sides of their life. So, we are excited for Isabela to further assist our business and individual clients that she has already been helping with their other policies. We are very proud of her achievement!

The mission of Haneke Financial and Insurance is to assist individuals and businesses in meeting their financial goals and in protecting themselves against unexpected loss. We are not in the business of fortune telling. Instead, we are dedicated to knowing the needs and wants of our clients and using our staff’s resources, knowledge and experience to fulfill them. We can research all of your options and make customized recommendations for you or your business.

In the insurance arena, our specialties include matching clients with the appropriate life, disability, health, dental, long-term care, and supplemental insurance policies to meet their business or personal needs. Our specialties also include researching policies to cover property and liability needs, such as workers compensation, commercial general liability & property, commercial auto, directors & officers, homeowners, personal auto, motorcycle, and more. Finally, we have relationships with outside vendors who offer third party administration for Cafeteria Plans, COBRA administration, HSA plans, in addition to representing Pre-Paid Legal Services, Inc.

J.L. Haneke Financial & Insurance Services, Inc. is a proud member of the Better Business Bureau, Eagle Valley Chamber of Commerce, Gypsum Chamber of Commerce, Professional Independent Insurance Agents of Colorado, Inc. (PIIAC), Vail Valley Business Women, and the Vail Valley Partnership. Please check out our website at www.jlhaneke.com.