Sheri Ulibarri

Insurance Broker
H and I Insurance LLC
Rio Communities, NM 87002

Sheri Ulibarri is an accomplished independent insurance broker and the founder and owner of H & I Insurance (Honesty & Integrity), a firm she established in 2021 to provide personalized, comprehensive guidance in life and health insurance. Licensed in multiple states, Sheri specializes in Medicare education and enrollment, retirement planning, and financial protection strategies, including Safe Money and fixed index annuities. As a Certified Senior Advisor (CSA) and registered Social Security analyst, she is deeply committed to advocating for seniors and individuals with special needs, ensuring that every client receives tailored solutions that protect their financial well-being and provide peace of mind. Sheri’s work is defined by her core values of honesty and integrity, which she integrates into every client interaction.

Sheri’s professional philosophy centers on education, trust, and attentive listening. She believes that informed clients make empowered decisions, and she dedicates herself to guiding each person through the often-complex world of insurance and retirement planning. Sheri’s career began in 2007 at Delta Dental of New Mexico, where she gained broad experience across multiple departments and advanced into sales leadership roles. In 2015, she earned her life and health insurance license, and in 2021, she launched H & I Insurance to offer individualized Medicare guidance, retirement planning, and family protection services. She works closely with both individuals and companies, providing consultations in person, by phone, or via Zoom, including accommodations for homebound clients.

Beyond her professional achievements, Sheri is a devoted family member and community advocate. She enjoys camping and fishing with her husband and cherishes time spent with her 11 grandchildren, instilling in them the same values she brings to her work: compassion, integrity, and dedication. Sheri’s combination of professional expertise, ethical approach, and personal warmth makes her a trusted advisor, mentor, and advocate, helping her clients confidently plan for today, protect their future, and live with security and confidence.

• Certified Senior Advisor (CSA)
• American Medicare Disability Advocate (AMDA)
• Registered Social Security Analyst (RSSA)
• Financial Security Navigator (FSN)

• GED

• Vice President, Board of Directors, La Vida Felicidad

Q

What do you attribute your success to?

I attribute my success to the fulfillment I feel at the end of each day, knowing that I have made a positive difference in the lives of the people I work with. Helping others and contributing to their well-being gives me purpose and drives me to perform at my best, reinforcing my commitment to excellence and compassionate service in everything I do.

Q

What’s the best career advice you’ve ever received?

The best career advice I’ve ever received is to keep striving to reach your goals. No matter the challenges or setbacks, maintaining focus, determination, and perseverance is essential for growth and success. This guidance reminds me to stay committed, embrace learning opportunities, and continuously push myself toward achieving both my professional and personal aspirations.

Q

What advice would you give to young women entering your industry?

Lead with your heart have genuine passion for the work you choose; persist through barriers, keep setting new goals, and let service to clients guide your success.

Q

What values are most important to you in your work and personal life?

The values that guide me in both my professional and personal life are honesty, integrity, compassion, and kindness. I strive to approach every situation with transparency and ethical responsibility, while also showing empathy and understanding toward others. These principles shape the way I interact with colleagues, clients, and loved ones, ensuring that my actions consistently reflect respect, trustworthiness, and a genuine commitment to making a positive impact.

Locations

H and I Insurance LLC

307 Rio Communities Blvd, Rio Communities, NM 87002

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