Contact Us: (636) 310-3115
INSURANCE SOURCE FOR SENIORS
  • Home
  • Medicare Matters
    • Is a "Quote" Enough?
    • When to Begin Medicare
    • Medicare Supplement
    • Medicare Advantage - Part C
    • Medicare Part D (Drugs)
  • Retirement Matters
    • Retirement Keys
    • Retirement Objectives
    • Retirement Dollars
    • Retirement Dollars--A Deeper Look >
      • Understanding Risk
    • About Us >
      • Local Partners
      • Online Documents
      • Accessibility Statement
  • More
    • Long Term Care Matters >
      • Aging Gracefully & LTC Needs
      • Stay Home? Or Not?
      • Smarter Long-Term Care
      • Social Security - When?
    • Life Insurance Matters >
      • Types of Life Insurance
    • Contact
  • Home
  • Medicare Matters
    • Is a "Quote" Enough?
    • When to Begin Medicare
    • Medicare Supplement
    • Medicare Advantage - Part C
    • Medicare Part D (Drugs)
  • Retirement Matters
    • Retirement Keys
    • Retirement Objectives
    • Retirement Dollars
    • Retirement Dollars--A Deeper Look >
      • Understanding Risk
    • About Us >
      • Local Partners
      • Online Documents
      • Accessibility Statement
  • More
    • Long Term Care Matters >
      • Aging Gracefully & LTC Needs
      • Stay Home? Or Not?
      • Smarter Long-Term Care
      • Social Security - When?
    • Life Insurance Matters >
      • Types of Life Insurance
    • Contact

About Insurance Source For Seniors 

Contact Us
About the Insurance Agency
While Jim has several decades as an insurance, investment, and financial practitioner (background is former CFP®), he has since narrowed his scope–primarily to several “age-appropriate” areas.

He specializes in Medicare health insurance options, financial asset protection, paying for home and long-term care using tax-efficient assets (esp. under the Pension Protection Act of 2006), creating safe and guaranteed income for life, and legacy planning.

He likes to point out that, as important as asset accumulation is, protecting your assets and ensuring their distribution according to your intentions are absolutely key. If your financial plans are to work out as you thought during the hopeful years laboring to build those assets, then protecting them and directing them are just as important.
​
His majority focus is in Missouri, but his licensing and capabilities stretch broadly.

Jim strives hard to have his work efforts and results, and his client relationships reflect his Christian faith. He takes to heart, and loves sharing with others, the good news, the wonderful news, of the Gospel message of Jesus Christ–what He saves us from and for and to!

Why choose us?

Because Jim, and his team of Local Partners, are called upon to be highly professional and skilled in a number of areas. That is better done with a team, rather than a “star”.

Getting your health insurance right during the many years of retirement is a “big deal”. So is protecting your financial assets from too much risk, and fees/costs, and taxation. Or from being insufficient to meet the significant costs associated with paying for our day-to-day expenses and our healthcare.

Key reasons to choose us:
  • Our commitment to customer service;
  • Our approach of helping you lay out and organizing your options;
  • The correct answers, and the correct products for you when a product is the solution;
  • We are honored to serve you and those you care about.

How can we help you today?

314-876-7759 for Medicare -related
636-310-3115 not Medicare related

St. Charles, MO 63303​
Click Here to Email Us

Navigation

Homepage
Contact Us

Connect With Us

Share This Page

Contact Us

Insurance Source For Seniors 
St. Charles, MO 63303​
​314-876-7759 (for Medicare-related)
(314) 260-7917 (for all else)
​Click Here to Email Us

Location

Required Disclaimer: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area.
​Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. We only offer reputable plans with a reliable customer service component.


Changes and updates in the materials contained herein or described on this site may be made at any time without notice.
Product availability and benefits are subject to various state licensing authorities.
 Copyright 2022 Insurance Source For Seniors. All rights reserved.