My Mission Navigating the world of health and life insurance can feel like wandering through a maze of fine print. My goal is simple: to use my 24+ years of industry experience to provide you with clarity, honesty, and a strategic roadmap to protecting what matters most.

My Professional Journey I didn’t start my career in digital marketing; I started it on the front lines of the insurance world. With over two decades of experience, I served in leadership roles at some of the world’s most respected global financial institutions, including Prudential and AIG.

During my tenure, I developed a deep understanding of policy structures, risk assessment, and—most importantly—how to ensure that a policy actually delivers when a family needs it most.

Credentials & Education

• MBA in Finance: Providing the analytical foundation for every recommendation I make.
• AFP Certified: Ensuring that my insights meet the high standards of financial planning professionals.
• 24+ Years Experience: Specialized in Life and Health insurance operations and strategic planning.

Why I Started BobbyJose.com After a successful corporate career, I realized that there was a massive gap between complex “insurance speak” and what everyday people actually need to know. I created this platform to bridge that gap. Here, you won’t find high-pressure sales pitches. Instead, you’ll find data-driven guides, metabolic health research, and recovery protocols designed to help you live a longer, more secure life.

Connect With Me I believe in transparency and open communication. If you have questions about our research or how to better plan your coverage, feel free to reach out.