At Losey Insurance & Financial Services, we specialize in risk management, estate planning, and wealth transfer strategies for families and businesses with extraordinary assets to protect. Through portfolios and products that are tailored specifically to your unique needs, we can help you grow your wealth and protect your assets for generations to come.

Details That Make a Difference

Our family-owned and operated independent insurance agency has served the Baton Rouge, LA community for more than 30 years. We believe that the best strategy for helping individuals and businesses obtain the right coverage at the right price is to develop strong relationships with every client. This gives us valuable insight into their needs and the ability to create sound solutions for asset protection and wealth management.

Our highly educated staff includes CSRs and CPAs, and staff members hold numerous other degrees, licensures, and certifications. Our staff has well over a combined 65 years of experience in the industry. We remain actively involved in the community, frequently volunteering with the American Heart Association, the American Cancer Society, the Junior League of Baton Rouge, and various local churches.

Losey Insurance & Financial Services has garnered numerous awards and recognitions through the years, including the Million Dollar Round Table, Progressive Platinum Blue, Ed Slott Master Elite, NAIFA Quality Award, Dave Ramsey Endorsed Local Provider (2009-2014), and Trusted Choice.

Insurance Coverage for All Your Needs

Our extensive list of services and coverage options include home insurance, business insurance, life insurance, automobile insurance and coverage for your watercraft, personal excess liability, and umbrella coverage. We work with you to assess your goals and objectives for asset protection, and then devise a custom-tailored program to execute your vision. We also strive to keep you informed and educated about all your coverage options with our online resources and glossary.

Personalized Insurance Coverage

It is not uncommon for families and businesses to discover gaps in coverage with standard insurance policies. Is your new diamond necklace covered by your current plan? Will the contents of your garage be protected if your hot water heater bursts? Regardless of the coverage you need, our personalized approach ensures that your assets are fully protected. We also offer convenient online tools, financial services, and an app to access your information, get quotes, and pay premiums.

Let the team at Losey Insurance & Financial Services put our extensive experience to work for you. For more information or to set up an appointment, fill out our online form or give us a call at (225)767-6745 today.

MDRT, Progressive Platinum Blue, .Trusted Choice, Independent Insurance Agent, Dave Ramsey, Endorsed Local Provider, NAIFA, ED Slott