Keystone Advisors

We still need your support! Keystone Advisors is thrilled to be in the running once again for the Houston Chronicle’s Best of the Best-Insurance Agent! But we need YOUR support to make it to the voting round! The top five nominees in each category will advance to the voting stage, and every nomination counts. 👉Vote Here-https://lnkd.in/gETD3zGx It only takes a minute! Just click the link below, head to the Insurance Agent section, and nominate Keystone Advisors. Getting recognized in the Best of the Best isn't just an award on paper—it is a reflection of the effort we all contribute to serve our clients and support each other. It’s an opportunity for us to keep growing, improving, and offering even more value to both you and the clients we work with so please be sure to nominate and share with your family and friends! #BestOfTheBest #KeystoneAdvisors #SupportLocal #VoteNow #HoustonChronicle #InsuranceAgent #NominateUs #HoustonBusiness #WeNeedYourVote #BestInHouston

A new episode of Happy Hour with Keystone Advisors is live! 🎉 This time, we’re joined by Brian Neal, Co-Owner of Keystone Advisors, for a fresh, fun, and dynamic conversation redefining the insurance agent’s world. 🎧 Our podcast has lively debates, trending industry topics, candid insights, and exciting guest appearances—all with a relaxed, after-hours vibe. 📩 Check out the latest episode on our YouTube channel: https://lnkd.in/gUhGxw2m So, grab your favorite drink 🍹, unwind, and let’s chat—it’s always 5 o’clock somewhere! 🕔 Cheers! #HappyHourWithKeystoneAdvisors #InsuranceReimagined #KeystoneAdvisors #Podcast #Insurancepodcast

💙 Today, we’re wearing blue for Winston and Duban, the sons of two of our team members, and for all those on the autism spectrum, to Light It Up Blue for World Autism Awareness Day! We’re proud to raise awareness and celebrate these incredible kids. Let’s continue spreading kindness, understanding, and acceptance—not just today, but every day! 💡 #LightItUpBlue #WorldAutismAwarenessDay #KeystoneCares #InclusionMatters #AutismAwareness #KeystoneAdvisors

A huge thank you to the CarynHealth team, Tim Ovington and Emily Griffin-Mancilla, for coming out and training our staff. We really appreciate the time and effort you put into helping us get up to speed. For anyone who missed the training, no worries at all! Just reach out to our agent support team at agentsupport@keystonema.com, and we’ll be happy to share all the details with you. We’re excited to work together and can’t wait to offer such a great product to our clients. Looking forward to what’s ahead! #KeystoneAdvisors #CarynHealth #TeamTraining #AgentSupport #ClientCare #Partnership #HealthTech #ExcitedForTheFuture

This training is essential for agents looking to build their business, gain financial stability, and grow their financial success. Don't miss out on this incredible opportunity! We are thrilled to announce an upcoming 3-part financial planning series for our agents, led by Soledad Tanner, MIB Tanner from STC Consulting . Soledad is the founder and CEO of STC Consulting, a business and financial management firm dedicated to boosting profit and productivity for businesses. With 30+ years of international experience in Finance & Controlling, Strategy & Consulting, and Performance & Metrics across the Global Logistics and Banking industries, she brings invaluable expertise to the table. Soledad's mission is to help businesses identify areas for improvement and seize growth opportunities by removing uncertainty and providing clear, actionable pathways to achieve their goals. Known for her strong project management and leadership skills, she excels at translating complex financial strategies into simple, results-driven actions. Soledad's approach considers both the numbers and the human factors involved, bringing a unique blend of insight and personality to her work.

Every Wednesday, Keystone Advisors hosts carrier trainings, providing you with valuable insights into plans and tips for selling them. This ensures you're fully equipped to serve your clients and grow your business. This week we are excited to highlight Aetna Health Plan.

Every Wednesday, Keystone Advisors hosts carrier trainings, providing you with valuable insights into plans and tips for selling them. This ensures you're fully equipped to serve your clients and grow your business This week we are excited to highlight Cigna Health Plan. Join us to gain valuable insight into their health plans.

Last week, our team had a great time at the Houston Hispanic Chamber of Commerce 2025 Annual Luncheon & Business Expo! As a Hispanic-owned business, we’re proud to be part of such a strong and thriving community. It was inspiring to connect with fellow professionals, celebrate Hispanic business leadership, and be part of an event that truly uplifts and empowers. A big thank you to @HoustonHispanicChamber for hosting such a fantastic event—we’re already looking forward to next year! #KeystoneAdvisors #HoustonHispanicChamberofCommerce #BusinessExpo #HispanicOwned #CommunityConnections