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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.
Mon8:00am - 7:30pm
Tue8:00am - 7:30pm
Wed8:00am - 7:30pm
Thu8:00am - 7:30pm
Sat9:00am - 3:00pm
A brother knight, not a salesman
Ed Becker - Oct 19, 2016
My wife and I have met with Jim a few times now and we always feel like he is more interested in the wellbeing of our family than selling policies and products. He is extremely knowledgeable and very helpful and really listens.
Always learn something when I meet with Jim
Don Loren - Oct 14, 2016
Jim always has my family and me as his first concern. Great advice and great friend! He is a true treasure!
Lary Saenz - Oct 1, 2016
Jim offers excellent customer service and is always ready to meet your schedule. Jim took care of my 401K rollover to my IRA quickly and without delay.
Jeff Gillespie - Sep 7, 2016
As always, my wife and I had some questions about our insurance policy and Jim answered them quickly and professionally! His office always gives exceptional service!
Paul DeRosa - Aug 3, 2016
My wife and I met with Jim as we have both recently retired, and wanted to review our holdings, and discuss changes that might be needed. Jim answered all our questions in a very professional, non-threatening, low key approach. We were very comfortable with the information presented and would recommend Jim again.