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Rogelio Valdez

Financial Professional
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(806) 686-5340(806) 686-5340
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Rogelio ValdezInsurance Sales Representative, Lubbock, TX

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Meet Rogelio Valdez
Personal Business Philosophy
I’m dedicated to helping my clients protect their financial security as they prepare for retirement. I hold myself to the highest level of personal and professional integrity and promise only to recommend insurance product solutions that are in my client’s best interests.
licensed in
NM, TX
professional background
Joined Bankers Life in 2019Became a Financial Representative in 2019Began work in the Insurance Industry in 2019Education: Texas Tech University
additional languages
Spanish

Rogelio Valdez, Bankers Life Agent in Lubbock, TX

Closed - Opens at 10:00 AM
Contact Me
Office Phone:
(806) 792-1597(806) 792-1597
Direct Phone:
(806) 686-5340(806) 686-5340
Cell Phone:
(806) 239-7335(806) 239-7335
rogelio.valdez@bankerslife.com
Branch Info
3223 S Loop 289
Ste 260
Lubbock, TX 79423
US
Hours
Day of the WeekHours
Monday10:00 AM - 4:00 PM
Tuesday10:00 AM - 4:00 PM
Wednesday10:00 AM - 4:00 PM
Thursday10:00 AM - 4:00 PM
Friday10:00 AM - 4:00 PM
SaturdayClosed
SundayClosed

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

Forget Me Not Days

At Bankers Life, our insurance agents and associates witness firsthand the impact that Alzheimer’s and dementia have on our customers, their families and their caregivers. That’s why we established Bankers Life Forget Me Not Days®, our nationwide fundraising campaign to benefit the Alzheimer’s Association®. This June marks the 23rd anniversary of the campaign. Since 2003, we’ve helped raise more than $7.8 million for the Alzheimer’s Association through the Forget Me Not Days campaign and corporate donations.

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 Lubbock, 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

Reviews for Rogelio Valdez

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(1 Review)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Rogelio is very professional agent we discussed a very in depth program for our future it was a great experience.

Customer Reviews for Lubbock, TX

4.9
Rating 4.8full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(91 Reviews)
  • Sherry A
    April 29, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Sarah has been very helpful in getting me set up with my insurance needs.
    Sarah has been very helpful in getting me set up with my insurance needs.
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  • James M
    April 23, 2025
    4.0 out of 5.0
    Rating 4.0full star ratingfull star ratingfull star ratingfull star rating
    Very good
    Very good
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  • Landon H
    April 22, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Amazing always goes above ad beyond to help.
    Amazing always goes above ad beyond to help.
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  • Carolina S
    April 3, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very informative, makes transition easy, and she also gives great recommendations, and explains very well!
    Very informative, makes transition easy, and she also gives great recommendations, and explains very well!
    Read More
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  • Larry G
    March 29, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service
    Great customer service
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  • Joseph S
    March 25, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent
    Excellent
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  • Luis F
    March 25, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very informative, answered all questions I had ,and very friendly. Thanks Ashley for easing my mind about Medicare bless you!!!!
    Very informative, answered all questions I had ,and very friendly. Thanks Ashley for easing my mind about Medicare bless you!!!!
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  • Mary O
    January 9, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Ashley was very helpful and informative. So glad to have met her and get her help.
    Ashley was very helpful and informative. So glad to have met her and get her help.
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  • Mary P
    January 3, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service. Lesia Bryant was nice and polite and very helpful.
    Great customer service. Lesia Bryant was nice and polite and very helpful.
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    Read Less
  • George V
    December 15, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Rogelio is very professional agent we discussed a very in depth program for our future it was a great experience.
    Rogelio is very professional agent we discussed a very in depth program for our future it was a great experience.
    Read More
    Read Less
  • JILL S
    November 18, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    THE ONLY PERSON THAT I WILL EVER TRUST WITH MY RETIREMENT. JOSH IS THE GREATEST.
    THE ONLY PERSON THAT I WILL EVER TRUST WITH MY RETIREMENT. JOSH IS THE GREATEST.
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  • Josefina S
    November 1, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Knowledgeable & personable
    Knowledgeable & personable
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  • Keith S
    October 31, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    She was very thorough with my needs
    She was very thorough with my needs
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  • Jason M
    October 22, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Melissa and Kolten were great to deal with! Very knowledgeable and professional!
    Melissa and Kolten were great to deal with! Very knowledgeable and professional!
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  • Debra W
    October 15, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Joshua Williams,
    Did an excellent job ,in an timely matter
    Joshua Williams,
    Did an excellent job ,in an timely matter
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  • Dennis M
    October 11, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kay Wood is so very helpful.
    She is my go to lady because she gets the job done.
    Kay Wood is so very helpful.
    She is my go to lady because she gets the job done.
    Read More
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  • Mercelle M
    October 8, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Joshua made sure that all of the information that I needed was very clear and concise. We weren’t just a check but important.
    Thank you Joshua
    Joshua made sure that all of the information that I needed was very clear and concise. We weren’t just a check but important.
    Thank you Joshua
    Read More
    Read Less
  • Jeremiah L
    July 5, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very good experience and prompt policy issue.
    Very good experience and prompt policy issue.
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  • Jason M
    July 2, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    She helped get me started and was very polite. She was very informative also. Thank you.
    She helped get me started and was very polite. She was very informative also. Thank you.
    Read More
    Read Less
  • Marina U
    June 8, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very friendly and very knowledgeable on his products. Was able to answer each of my questions thoroughly.
    Very friendly and very knowledgeable on his products. Was able to answer each of my questions thoroughly.
    Read More
    Read Less
Displaying reviews 1 - 4 out of the 20 most recent

FAQs

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Understanding “Cash on the Sidelines” and the Shifting Economic Landscape
As we navigate through changing economic times, it’s essential to understand some key financial concepts that impact both individual and global economic conditions. You may have heard of the concept, “Cash on the Sidelines,” which often comes up in discussions about stock markets and worries over high risk investments and keeping money in either cash or lower risk, lower-yield investments.
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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.
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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.
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Planning for Market Uncertainty: 5 Things to Consider If the Market Is Shaky
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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.
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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.

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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