Frisco, Texas · Forty years independent
Forty years of getting people
covered, and keeping them there.
Glen Baker Insurance Agency is an independent life insurance and estate planning firm. We are not tied to one carrier, one product, or one answer — which is why we can say, honestly, that if it can be written, we can write it.
Start here
- You need life insurance and don’t know which kind
- Your estate is large enough that taxes are a real question
- You own a business and a partner’s death would break it
- You have an old policy nobody has looked at in years
- You’re near retirement and want the income math checked
The agency
An independent firm, built on long relationships rather than transactions.
Glen Baker Insurance Agency is an independent insurance and financial services firm whose professionals are committed to helping clients improve their long-term financial success and provide for their families and loved ones.
The firm was founded on principles that place the utmost value on our clients’ financial goals and objectives. We are in the business of building long-term, solid relationships based on trust and quality client service.
After talking to us, you will know you have been heard. We begin by evaluating your life insurance needs and determining your financial and personal goals, then help create a plan to reach them. Financial planning and investment advisory services are offered through Osaic Wealth, Inc.
Our staff are experienced professionals with a hands-on approach, dedicated to providing the guidance, experience and customer care required in every phase of a client’s financial plan.
Our specialty
Life insurance, and preparing for the future of those you hold dear.
Life insurance is an integral part of estate planning regardless of the size of your estate. We represent many well-known carriers with strong financial statements and a long history of claims-paying ability — so the recommendation follows your situation, not a sales quota.
Additional fees may apply to certain benefits and riders. Call to learn how these plans fit your individual situation — the answer genuinely depends on your age, health, estate, and who is depending on you.
What we write
The full catalog.
Independent means we can place business across the market. Below is what the agency actually writes — insurance, investments, retirement plans, and the estate strategies that tie them together.
Insurance
Protection for a family, a partner, or a business that cannot afford to lose you.
- Life insurance
- Universal life
- Variable universal life
- Second-to-die (survivorship)
- Term insurance
- Key-man & buy-sell funding
- 412(i) plans
- Long term care
- Disability income
- Charitable giving
- Business planning
Investments
Accounts and vehicles for building and rolling over what you have accumulated.
- Traditional IRA
- ROTH IRA
- SEP IRA
- SIMPLE IRA
- IRA roll-over
- Educational IRA
- Brokerage accounts
- Government securities
- Treasury bills
- Treasury notes
- Professional money management
Annuities
Turning a balance into income you cannot outlive, structured to your risk tolerance.
- Fixed annuities
- Fixed index annuities
- Variable annuities
- SPIA (single premium immediate annuities)
Retirement & business plans
The plan design side — for owners, employers, and the people who work for them.
- 401(k) plans
- 401(k) solo
- 403(b) plans
- Profit sharing plans
- Money purchase plans
- Deferred compensation plans
- 529 college savings plans
- Retirement plans
Estate & financial planning
Strategies that decide what your family keeps, and what the tax code takes.
- Estate planning strategies
- Financial planning
- Liquidity for estate taxes
- Estate equalization
- Charitable giving strategies
Private accounts
Private account management and group benefit programs for employers.
- Private accounts
- Benefit Harbor
- Employer & business owner programs
How we work
Three conversations, not a sales call.
We create strategies that are tailored to your needs and goals. That starts with listening, and it does not end at the signature.
We listen first
We begin by evaluating your life insurance needs and determining your financial and personal goals. No illustration gets run before we understand who is depending on you.
We shop the market
Because we are independent, we compare carriers with strong financial statements and long claims-paying histories, then bring you the design that actually fits — including the one that costs less.
We stay with it
Policies age, families change, and tax law moves. We review what is in force, prepare the illustrations, and pick up the phone when something needs to change.
The team
Two people, and both of them answer the phone.
First impressions matter to our clients and to everyone contacting the agency for the first time — which is why you get a person, not a queue.
Glen M. Baker
Glen has provided services in life insurance and estate planning for forty years. As the financial professional at the firm, he handles case design, carrier selection, and the estate strategies that sit behind them. Securities and advisory services are offered through Osaic Wealth, Inc.
Rita Wortham
Rita supports Glen in many ways. Her contributions to the agency include preparing life insurance illustrations and estate planning presentations, and providing a high level of customer service. She has several years of combined experience in the insurance industry.
Philosophy & mission
Trust. Honesty. Integrity.
We believe values matter, and we live by ours every day.
Our philosophy. We believe mutual trust and a high level of communication cultivate long-term relationships.
Our mission. To help people deal more effectively with the rewards and challenges of retirement while providing a financial future for their loved ones. Our goal is to be trusted advisors, providing caring, professional service in retirement planning, life insurance, and investment needs.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
“Remember, what does ‘retirement’ mean? It doesn’t mean that you’re a couch potato. Leisure is not the same thing as rest. If you’re bicycling five miles a day, that’s leisure, but it certainly takes a lot of effort.”Robert Fogel · Nobel laureate in economics
Resource center
Read up before you call.
Articles, videos and calculators on the questions clients ask most. Nothing here is advice for your situation — it is background, so the conversation can start further along.
Contact
Have a question? Ask a real person.
Tell us what prompted the visit and Glen will come back to you personally. No obligation, and no pressure at the end of it.
- Toll-free
- 800-441-0322
- Office
- 972-247-5551
- Fax
- 972-247-5417
- glen.baker@gbakerinsurance.com
- Office
- 8380 Warren Parkway, Suite 303
Frisco, TX 75034 - Hours
- Monday–Friday, 9:00–5:00 Central