Reviews for Jason Margeson, Bankers Life Securities Financial Representative

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Aug 2024
Jason Margeson, a Financial Representative at Bankers Life Securities, is dedicated to helping clients navigate their financial futures, particularly in Medicare and long-term care insurance. Clients appreciate his ability to make complex topics easy to understand, and they feel confident in the personalized solutions he provides. His knowledge, efficiency, and kindness foster a supportive environment, allowing clients to make informed decisions about their financial needs. Many clients highly recommend him for his genuine care and commitment to their well-being.

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From Jason Margeson, Bankers Life Securities Financial Representative

Bankers Life Securities focuses on the securities and investment needs of middle-income Americans who are near or in retirement. Through our approximately 550 dedicated Financial Representatives registered with Bankers Life Securities, Inc. and 220 Investment Advisors registered with Bankers Life Advisory Services, Inc., we provide investment solutions that help meet our clients’ goals for their financial future. Our investment approach revolves around identifying clients’ unique investment needs and creating a personalized solution engineered to provide potential long-term investment success. As a full-service broker-dealer, we offer a variety of investment options, whether the goal is retirement, buying a new home, or saving for a gran...