Jason Vallejos, Medicare Insurance Broker

About Me

Jason Vallejos is the EVP & CSO for Syndicated Insurance Agency, a Limited Liability Company founded in 2003. Syndicated is a multi-line general agency offering all lines of coverage including Life, Health, Property & Casualty insurance with a strong focus on Medicare Plan sales as a National Field Marketing Organization. As Executive Vice President, Jason is head of sales, marketing and training for all sub-agencies working with Syndicated and fosters win-win relationships with professional partners including medical groups & Independent Physician Associations.

Syndicated’s approach to marketing is to work in collaboration with professional advisors such as healthcare providers, CPA’s, business, and estate planning attorneys to help develop long-term protection plans and growth for his clients. As the industry and the needs of our community change, Jason continues rigorous educational standards in Senior Health Care, Life, Long-Term Care and Business Insurance.

At a young age, Jason volunteered with various charities and organizations including the American Red Cross. In 1994 Jason assisted the victims of the Northridge Earthquake with claims filing, shelter, food, and clothing, as an American Red Cross volunteer. This is where Jason first understood the necessity of insurance and the value it brings to communities during disasters. Later, as a healthcare business analyst, Jason developed a passion for helping seniors with their healthcare needs while learning the operational and analytical support that runs a major carrier. Through this diverse career background, Jason acquired business knowledge, actuarial analysis, insurance, networking and managed care experience. Jason Vallejos was born and raised in Los Angeles, California and resides in the Ventura County area.

Jason has a passion for people and is driven by a set of core values including integrity, excellence and innovation, focusing on client satisfaction and retention, teamwork, continuous improvement, mentoring, growth and success. Jason is an accomplished and results driven top performing leader known for his industry knowledge, organizational and leadership abilities and his focus on win-win solutions for his clients and partners.

Get in touch with Jason using this form

Directions to My Office

Q&A with Jason Vallejos

What do you like most about being a Medicare agent?

Answer: The sense of fullfilment after helping someone with their specific needs. Love getting those thank you calls for the service I delivered.

What's the trade-off between a Medicare Advantage PPO and HMO when it comes to flexibility?

Answer: PPO comes with higher out of pocket costs typically. If all of your providers are in one network, HMO offers the richest benefits.

I'm planning to delay Social Security until age 70, but I'm turning 65 soon. How does this affect my Medicare enrollment?

Answer: You can delay Social Security Benefits and obtain Medicare at age 65. It will not affect your Social Security retirement benefits.