About Us

 

 

Jackie "Jack" E. Burrows Jr.

Jack Burrows, Jr., LUTCF, is the founder and principal of Burrows Insurance and Financial Services in Victoria, TX. Jack has been helping South Texas residents plan their retirement for over 18 years. He is a Certified Annuity Specialist and a Life Underwriting Training Council Fellow, and has been cited in industry publications for his expertise on retirement planning, including Brokers World. Jack is a proud member of the National Ethics Bureau, a membership organization of background-checked financial professionals. All members have passed a comprehensive, seven-year background check process and have agreed to uphold the NEB’s high standards.

Jack specializes in creating innovative strategies to help his clients “Live Well” during their retirement years. This may include significant tax reduction on retirement plans, leaving more money available for his clients’ enjoyment. Or it could mean portfolio optimization techniques that guarantee your principal while simultaneously maximizing growth opportunities. Additionally, it might include income optimization strategies, which provides an income stream while keeping your tax liability to a minimum.

In addition to his insurance practice in Victoria, he also assists other insurance agents throughout the country by being the featured educator at Financial Brokerage in Omaha, NE, where he teaches top financial advisors throughout the country a number of the retirement planning strategies that he uses to significantly reduce the taxation on his client’s retirement plans. 

Jack Lives in Victoria with his wife Alison and their two children.

Licensed in the following states:
Resident License: Texas
Non-Resident License: California, Illinois, Missouri, Louisiana, Michigan, Nebraska, Iowa, Virginia, Indiana, Wisconsin, Kansas, Minnesota.