Business
Engagement
Family
Graduation
Retirement

For Your Life & Legacy

As time passes and our lives evolve, so do our financial needs. From establishing a career and starting a family to becoming empty-nesters and planning for life after work, it’s important that our assets and interests remain protected.

At JMA Financial Services, I work with clients to successfully prepare for the road ahead by protecting families and assets, even in the face of unexpected change. With a focus on helping individuals, families and business owners address retirement planning and transition planning head on, clients can benefit from our knowledge, years of experience and dedication to serving others.

Services Offered

Life Insurance

As your life changes, so do your life insurance needs. I can help ask the right questions and ensure you have the right mix of coverage. 

  • Purpose and amount – need more or less, what for?
  • Beneficiary review – have your partners changed, children grown up?
  • Ownership – have you changed your Estate Plan?
  • Riders – paying for riders you no longer need? Need something new?
  • Policy performance – is it invested properly, is premium adequate, will it last long enough?
  • Living benefits – does it include Long Term Care benefits, can it?
  • Underwriting classification – are you healthier now, did you quit using tobacco?
  • Policy loans – what are the pros and cons?

Business Insurance

Business insurance can be complex and time consuming.  I’ll help navigate services like these so you can get back to business. 

  • Group Health Insurance
  • Group Life, Disability, Long Term Care insurance
  • Buy / Sell Agreement Review 
  • Key Person Insurance
  • Retirement planning
  • Succession planning
  • Bonus Plans
  • Business Valuation

Who I Am

  • Started in the insurance business in 1981.  In over 40 years I’ve held nearly every position available on the retail side of the business
  • Past President and Board Member of Kansas City Chapter of the Society of Financial Services Professionals
  • Past President and Board Member of the Mid-America Association of Charitable Gift Planners
  • Investment Advisor Representative (IAR) for Mader & Shannon Wealth Management .
  • Chartered Life Underwriter® (CLU®)
  • Chartered Advisor in Philanthropy
  • Certification in Long Term Care
  • Husband for 48 years, a father for 45 years, and a grandfather of 12

Why Choose Me

Experienced

No matter what season of life you're in, I can can offer proven strategies for reaching your financial goals and protecting the legacy that you've built.

Independant

As an independent advisor, I'm not committed to any company or product. I'm committed only to my clients and finding the right fit for thier needs.

Like Family

I treat my clients like family and will be there through life’s little moments to unforgettable big events, making sure we evolve your plans accordingly.

What They Say

“John and I worked closely together to execute a variety of life insurance marketing programs, lead generation tactics and overall sales support for his division of the company at Creative Marketing. John was the heart of the life department, always looking for the best ways to serve clients and internal constituents. His ideas were fantastic and when executed, created large amounts of revenue for the life department. His knowledge and network of professionals in the life insurance arena is vast and one that our marketing dept. tapped often. I'd work with John again in a heartbeat...he is the epitome of professionalism and service.”
Kacy SeitzChFC, CLTC, ChSNC
"John and I have worked on several life insurance cases together through the years and he is by far one of the best life insurance experts I have ever worked with! John is so knowledgeable and every single one of my clients that have bought life insurance with John had nothing but high praise in dealing with John! I love working with John and would recommend him to anyone!"
Eric BakerFinancial Advisor
"John is my go to resource on all things pertaining to life insurance. I trust him completely to address my clients‘ needs. In addition to being a top life professional in Kansas City, he’s also just a really great guy. I always enjoy our conversations."
James VarhallV.P. Personal Lines Blue Valley Insurance
Previous
Next

Have feedback? Submit it here. 

How Can I Help?

Ready to discuss how I can help achieve your goals and protect your legacy?  Complete the contact form and I’ll be in touch soon.