About Advisors Resource

Our Mission

Life insurance is a powerful tool that when used properly can improve and protect your client’s financial
situation. Your clients deserve honest advice regarding their existing policies or even policies they need to protect their family or business.

Our mission is to provide trusted advisors with unbiased information and advice regarding life insurance
in order to better serve their clients needs. Life insurance may not be your area of expertise. You may want a resource dedicated to your client’s specific goals and concerns.

Our Partnerships

The Right Fit Model

To receive the service the service you deserve, it is important that our values are aligned. We typically work with agents and advisors who work with business owners, professionals and individuals in the high-net- worth mature-market.

 

Professionals who treat their clients with consistency, honesty, respect and trustworthiness best align with our values. Our purpose is to work with fewer producers, with a focus on those who want to utilize our unique capabilities to grow their business.

 

You deserve to receive the highest standard of service. Which is why we believe in providing excellent service to our core group of producers who we feel are in the category of the Right Fit.

Meet The Team

Our team members take great pride in being a part of the Advisors Resource family, advancing our dedication to our clients.

Ralph Pence

President

972-338-9655 ext 101
ralph.pence@advisors-resource.com

Jordan Pence

Wholesale

972-338-9655 ext 102
jordan.pence@advisors-resource.com

Julie Ramirez

OFFICE MANAGER

972-338-9655 ext 102
jordan.pence@advisors-resource.com

Wayne Stephens

CASE DESIGN SPECIALIST

972-338-9655 ext 105
wayne.stephens@advisors-resource.com

Travis Pence

MARKETING

972-338-9655 ext 108
travis.pence@advisors-resource.com

Kathy Levins

CASE MANAGER

972-338-9655 ext 102
kathy.levins@advisors-resource.com

Bo Pence

GREETER

972-338-9655
CPR@advisors-resource.com