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Annual Review - 1 Hour
It's always a good idea to review your plan of protection. I recommend doing so once a year. Together, we can go over any questions you have, update beneficiaries and make any other changes you need.
Insurance Discussion - 1 Hour
Life Insurance, Annuities, Long-Term Care Insurance, Disability Insurance
New Member Presentation - 1 Hour
Learn more about our history, charitable works, and fraternal benefits. Ask questions and discover how you and your family can make the most of your membership in the world's largest Catholic, Family, Fraternal, Service organization.
Survivor Assistance - 1 Hour
My first duty as a Field Agent is to put into action The Venerable Father Michael J. Mc Givney's charge of offering aid and service to the widows and orphans of a Brother Knight. I help survivors in absolutely any way I can.
Mon9:00am - 5:00pm
Tue9:00am - 5:00pm
Wed9:00am - 5:00pm
Thu9:00am - 5:00pm
Sat9:00am - 3:00pm
Mike C - Aug 15, 2017
Very thorough review of options available for long term care, life insurance, and how to protect our assets from the taxman. No pressure to buy anything, but a very fair presentation of what was available to make our retirement less stressful.
Rob Wilson - Jul 11, 2017
Jim is always accommodating speaking with him is always a pleasure. I approach our meetings knowing two things: 1) I am going to learn something new and 2) I am going to hear the unfettered truth with all implications. Each time, I feel better prepared for the future or know what I need to do to tweak my current plan to get prepared. Anyone of the Catholic persuasion in particular can rest assured that insurance and investments are being prepped for a comfortable retirement.
Christy Neil - Jun 22, 2017
Great mentoring, very positive energy - really inspiring - very knowledgeable - he knew the subject inside out - spoke very eloquently and was very helpful Jim is very knowledgeable and quite helpful in finding the right product to fit our needs. He is very patient as we had him stop by at a time that fit our schedule and he returned to follow up with us and finalize our decision months later. THIS REVIEW HOWEVER IS NOT APPROPRIATE - WHY LIMIT TO A 100 WORD MINIMUM
Knights of Columbus Insurance
M.B. - Jun 21, 2017
Jim is very knowledgeable and quite helpful in finding the right product to fit our needs. He is very patient as we had him stop by at a time that fit our schedule and he returned to follow up with us and finalize our decision months later.
Mark Gatanas - Jun 18, 2017
Jim was extremely thorough and patient with my financial and insurance review. All parents and their adults children should have a thorough financial review like Jim gives.