Jason Simac
Financial Advisor of COUNTRY Trust Bank®
- Role
- Certified Financial Planner at COUNTRY Financial®
- Location
- Madison, WI, US
- LinkedIn followers
- 500 followers
About Jason Simac
Financial security means something different for everyone. That’s why we offer a customized Financial Security Plan that can help you achieve your insurance and financial goals. I’ll sit down with you and we’ll talk about your current financial situation and discuss where you’d like to be in the future. Then, you’ll receive a personalized, step-by-step plan with recommendations on how to achieve the financial security you want. From protecting your auto, home, and income to investing for retirement, education, and your other long-term goals, COUNTRY offers a wide variety of solutions to meet your needs. Specialties: Life Insurance, Annuities, Disability Insurance, Key Person Protection.
Experience
Certified Financial Planner
Jul 2010 — Present · Monona, WI, US
Create, implement and maintain tangible financial security plans for individuals and businesses.
Education
University of Wisconsin-La Crosse
Bachelor's degree, Finance and Economics
1995 — 1999
The American College
CFP® Designation
2008 — 2010
Skills
- Long-Term Care
- Retirement Planning
- Retirement
- Variable Annuities
- Life Insurance
- Retirement Distribution Planning
- Series 6
- Asset Allocation
- Insurance
- Tax Free Income
- 401k
- Iras
- Qualified Retirement Plans
- Investments
- Disability Insurance
- Term Life Insurance
- Personal Finance
- 529 Plans
- Customer Service
- Roth Ira
- Simple Ira
- Buy-Sell Agreements
- College Funds
- Long Term Care Insurance
- Sep Ira
- Fixed Annuities
- Key Person Protection
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