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Cory Ortiz

Financial Professional
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(512) 256-2048(512) 256-2048
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Cory OrtizInsurance Sales Representative, Austin, TX

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Meet Cory Ortiz
Personal Business Philosophy
I believe building a strong retirement plan provides peace of mind. I’m dedicated to educating you on the innovative insurance planning solutions we offer, providing personal service and helping to make certain you can enjoy the life of your retirement.
licensed in
TX
professional background
Joined Bankers Life in 2025

Cory Ortiz, Bankers Life Agent in Austin, TX

Open Now - Closes at 5:00 PM
Contact Me
Office Phone:
(512) 256-2025(512) 256-2025
Direct Phone:
(512) 256-2048(512) 256-2048
Cell Phone:
(512) 256-2048(512) 256-2048
cory.ortiz@bankerslife.com
Branch Info
2211 S Ih 35
Ste 410
Austin, TX 78741
US
Hours
Day of the WeekHours
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM

Our Brands and Partners

Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.

  • Bankers Life Logo
  • Colonial Penn Logo
  • Washington National Logo

Explore Medicare Advantage

You have many choices when it comes to Medicare – I can help you compare Medicare Advantage plans to find the right coverage for you.



  • Medicare Advantage (Part C) is an all-in-one alternative to Original Medicare Parts A and B.

  • It offers similar coverage, and with the optional benefit of prescription drug coverage (Part D).

  • Medicare Advantage Plans include an annual maximum out of pocket limit, and some plans offer premiums as low as $0 per month.


Products & Services Offered in Austin, TX

  • Life Insurance

    Find out how life insurance can help protect the financial security of you and your family.
    Explore
  • Medicare Supplement Insurance

    Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
    Explore
  • Long-term Care Insurance

    Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.
    Explore
  • Annuities

    Learn how an annuity can help protect and grow your retirement savings.
    Explore

Financial Calculators & Tools

Our calculators are here to help support your retirement and insurance planning needs so you can make confident and informed decisions.
Retirement Calculators
Insurance Calculators
  • How Long Will My Retirement Savings Last?

    Determine how long your retirement savings may last considering your monthly spending, sources of income, inflation and more.
  • Estimate Social Security Benefits

    Estimate your future Social Security benefits based on your income history and expected retirement age.
  • Traditional 401(k) or Roth 401(k)?

    How do traditional 401(k) and Roth 401(k) contributions differ, and which option best suits your financial needs?
  • Retirement Income Estimator

    Input your current savings and income sources to estimate your future retirement income and assess if you’re on track to meet your goals.
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Reviews

Customer Reviews for Austin, TX

4.9
Rating 4.9full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(68 Reviews)
  • Dee B
    April 25, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Thoroughly professional, extremely informative, very attentive and even empathetic to one’s questions and concerns; need I say more! Highly recommend Ellen.
    Thoroughly professional, extremely informative, very attentive and even empathetic to one’s questions and concerns; need I say more! Highly recommend Ellen.
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  • Anita T
    April 22, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Larry is exceptional helpful. Very good at explaining things to me.
    Larry is exceptional helpful. Very good at explaining things to me.
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  • Tim K
    April 9, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jacob's the best. Always ready to help with insurance and always ready to answer any questions you may have.
    Jacob's the best. Always ready to help with insurance and always ready to answer any questions you may have.
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  • Debra P
    April 3, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent service. Professional, knowledgeable and personable. Jacob goes the extra mile for his clients.
    I highly recommend his services.
    Sincerely,
    Debi Petersen
    Excellent service. Professional, knowledgeable and personable. Jacob goes the extra mile for his clients.
    I highly recommend his services.
    Sincerely,
    Debi Petersen
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  • Pamela S
    April 1, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jake and Joe were very knowledgeable and friendly.
    Jake and Joe were very knowledgeable and friendly.
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  • Mark C
    March 5, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    She was very informative and pleasant.
    She was very informative and pleasant.
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  • Kat P
    February 27, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Ulises is a very professional agent. Knows what to say to sell it. Koodos to you my friend. You made a believer out of me when it came to other companies. Keep up the good work Amazing Agent!!!!
    Ulises is a very professional agent. Knows what to say to sell it. Koodos to you my friend. You made a believer out of me when it came to other companies. Keep up the good work Amazing Agent!!!!
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  • Elenora J
    February 7, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    The rep who came to me, Jeremy Leal gave me great customer service. Friendly n knowledgeable of all services offered.
    The rep who came to me, Jeremy Leal gave me great customer service. Friendly n knowledgeable of all services offered.
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  • Bobbi A
    January 22, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Joe Sollami was extremely helpful when we were choosing Medicare Advantage plans. His knowledge and expertise were invaluable in providing us with the information we needed to make informed decisions. He was truly a trusted partner in finding the best plans to suit our needs. I would not hesitate to recommend him.
    Joe Sollami was extremely helpful when we were choosing Medicare Advantage plans. His knowledge and expertise were invaluable in providing us with the information we needed to make informed decisions. He was truly a trusted partner in finding the best plans to suit our needs. I would not hesitate to recommend him.
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  • Rudolf B
    January 21, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Ellen was extremely helpful in helping me navigate the many Medicare options, including selecting the best fit plan for me, and help with reaching Social Security to check on the status of my Part B application. I really appreciate having Ellen's help right here in Austin
    Ellen was extremely helpful in helping me navigate the many Medicare options, including selecting the best fit plan for me, and help with reaching Social Security to check on the status of my Part B application. I really appreciate having Ellen's help right here in Austin
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  • Rico S
    January 10, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable and friendly! Made Medicare SO easy to understand for my spouse and I. Has been helping us for years, always reliable. Met him helping my parents with their long term care policy and financial services. Love working with Jake! Would recommend to anyone!
    Very knowledgeable and friendly! Made Medicare SO easy to understand for my spouse and I. Has been helping us for years, always reliable. Met him helping my parents with their long term care policy and financial services. Love working with Jake! Would recommend to anyone!
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  • Ron C
    January 7, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very pleased The agent that took care of me was great and explained the policy thoroughly
    Very pleased The agent that took care of me was great and explained the policy thoroughly
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  • Mario G
    December 21, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Outstanding customer service service. Made sure all of my questions were answered.
    Outstanding customer service service. Made sure all of my questions were answered.
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  • Cyndi M
    December 13, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jake made by Medicare life choices so much easier. Very pleasant young man. Looking forward to working with him.
    Jake made by Medicare life choices so much easier. Very pleasant young man. Looking forward to working with him.
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  • Daniel G
    December 10, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Mr Ulises Gonzalez was very professional, polite, and a great listener to our needs. He's also a very dedicated person to his Job.
    Mr Ulises Gonzalez was very professional, polite, and a great listener to our needs. He's also a very dedicated person to his Job.
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  • Clay W
    December 6, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Ellen came to my mother's house to review her accounts with Bankers Life. She was very well prepared and knowledgeable about all of the available products. She was able to change my mother's part D coverage and save her a great deal of money. I will be calling her myself in a couple of years to help walk me through all of the Medicare process as well.
    Ellen came to my mother's house to review her accounts with Bankers Life. She was very well prepared and knowledgeable about all of the available products. She was able to change my mother's part D coverage and save her a great deal of money. I will be calling her myself in a couple of years to help walk me through all of the Medicare process as well.
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  • Monika W
    December 5, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Ulises didn't just meet my needs- he exceeded them in every way possible. Let's just say he knows how to leave a lasting impression. Can't wait for the next time- definitely 10/10
    Ulises didn't just meet my needs- he exceeded them in every way possible. Let's just say he knows how to leave a lasting impression. Can't wait for the next time- definitely 10/10
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  • Stephanie H
    November 27, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    She is very professional, knowledgeable and quite charming as well. She simplfied it for me and was able to meet my needs for Medicare Supplement. I also enjoyed talking to her about life in general. I would highly recommend her. Thank you Ellen
    She is very professional, knowledgeable and quite charming as well. She simplfied it for me and was able to meet my needs for Medicare Supplement. I also enjoyed talking to her about life in general. I would highly recommend her. Thank you Ellen
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  • Joy E
    November 22, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Extremely personable and knowledgeable agent. I highly recommend him for your insurance needs.
    Extremely personable and knowledgeable agent. I highly recommend him for your insurance needs.
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  • Marc B
    November 16, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Super smart and informed about what products and services she's offering. Super patient, if you don't understand something, she will explain it until you do understand. Very kind, personable and easy to get along with.
    Super smart and informed about what products and services she's offering. Super patient, if you don't understand something, she will explain it until you do understand. Very kind, personable and easy to get along with.
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Displaying reviews 1 - 4 out of the 20 most recent

FAQs

Insights From Cory
Featured Videos
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve. Someone may need long...
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve. Someone may need long-term care if they can no longer perform activities of daily living on their own (such as eating, bathing, dressing, or taking medications). These assisted care needs usually arise as part of the normal aging process, but can also occur as a result of injury, illness, or cognitive impairment. Long-term care can be costly and Medicare may not cover many of the expenses. Long-term care insurance pays benefits for assisted care services received at a facility or at home
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve. Someone may need long-term care if they can no longer perform activities of daily living on their own (such as eating, bathing, dressing, or taking medications). These assisted care needs usually arise as part of the normal aging process, but can also occur as a result of injury, illness, or cognitive impairment. Long-term care can be costly and Medicare may not cover many of the expenses. Long-term care insurance pays benefits for assisted care services received at a facility or at home
Featured Videos
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits...
Life insurance that pays benefits while you’re living?
Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Featured Videos
Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!
Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!
Featured Videos
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insu...
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
Middle aged couple embracing in autumn.
How to Navigate Social Security Survivor Benefits for a Spouse
"When a loved one passes away, you may need to take some time to process your emotions and seek solace. But when the loved one is your spouse, you may have to both grieve and address a handful of immediate issues, such as figuring out funeral arrangements and costs and sorting out estate, probate, and legal expenses.",Are 60 years old or older; or if you have a disability and are 50 years old or older,Were married for at least 9 months before your spouse passed,Didn’t remarry before age 60 (or age 50 if you have a disability),More than 75% at 61,More than 80% at 63,More than 90% at 65,The deceased’s death certificate,Your and the deceased’s Social Security number,Your birth certificate and marriage certificate (if applicable),"A term or whole life insurance policy can provide a lump sum upon a spouse’s death. This can help replace lost income, cover living expenses, and provide financial stability during an emotionally difficult time.",Annuities are contracts that guarantee regular income payments for life or a set period. Some annuities offer survivor benefits that provide ongoing income to spouses.,A well-funded 401(k) or IRA can supplement survivor benefits and help maintain financial stability.,"Stocks, bonds, and mutual funds can generate dividends and capital gains to supplement Social Security benefits.",Owning rental properties can generate a steady monthly passive income stream that doesn’t rely on employment or Social Security benefits.
Older couple sits in their kitchen with a financial advisor.
Protecting Your Nest Egg: Understanding Sequence Risk in Retirement
As you prepare for retirement, one of the most important considerations is how to ensure that your nest egg lasts throughout your lifetime and you don’t outlive your money. One risk that many may overlook is sequence risk, which occurs when you face poor market returns early in retirement while you’re drawing down your savings. This can cause long-term damage to your portfolio, leaving you vulnerable later on in life.
Two seniors talking with a financial professional.
Planning for Market Uncertainty: 5 Things to Consider If the Market Is Shaky
If you’re retired or nearing retirement, market uncertainty can feel unnerving. After you’ve spent decades working, saving, and planning, it’s natural to be concerned when the market dips or prices start rising.
Older couple sitting at table and smiling.
Annuity vs. Life Insurance: What’s the Difference?
As you think about how you want to approach planning for retirement, you’ll need to make decisions about how to manage financial risks and income. Annuities and life insurance policies are both excellent tools for doing that, but they serve different purposes.
Man on his laptop looking serious.
Annuities: A Financial Anchor in Times of Economic Instability
In times of economic instability, investors often seek safe havens to protect their financial future. Annuities, a financial product designed to provide a steady income stream, can be a valuable tool for those looking to mitigate risk and ensure stability. We’ll explore how annuities can serve as a reliable option during times of financial uncertainty.
Mature man drinking coffee from a mug while looking out the window of his home.
10 Retirement Income Streams Beyond Traditional Investments
Planning for a financially secure retirement often requires a bit of creativity. The average American retiree aged 65 or older spends approximately $4,818 a month, and relying solely on traditional investments, like 401(k)s or pensions, might not be enough.

Let's Talk About Your Plans for Long-Term Care!

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As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?

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