Jason Simac
CERTIFIED FINANCIAL PLANNER® at COUNTRY Financial® | Greater Madison Area
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Jason Simac, CFP® is a dedicated financial professional at COUNTRY Financial® with a proven track record of helping clients achieve their unique financial goals through personalized strategies. Currently serving as a Financial Advisor within COUNTRY Trust Bank, Jason specializes in developing comprehensive financial security plans tailored to each individual's needs. His expertise encompasses a broad spectrum of financial services, including investment management, retirement planning, and estate strategies, ensuring clients are well-prepared for their future.
One of Jason’s key strengths lies in his ability to integrate insurance solutions such as life insurance, long-term care, and fixed annuities into a cohesive financial plan. He understands that protecting loved ones and securing long-term financial stability are top priorities for his clients. Whether it's designing buy-sell agreements for business owners or implementing key person protection strategies, Jason leverages his deep industry knowledge to craft solutions that mitigate risk and promote peace of mind.
Jason is also highly skilled in guiding clients through complex financial decisions, including long-term care planning and trust management. His commitment to customer service and his proactive approach enable him to build lasting relationships based on trust and transparency. By staying current with industry trends and regulatory changes, Jason ensures that his clients’ financial plans remain aligned with their evolving needs and goals. Ultimately, his goal is to empower clients with the confidence and clarity needed to navigate their financial journey successfully.
CERTIFIED FINANCIAL PLANNER® at COUNTRY Financial® in January 2003 to Present
Financial Advisor of COUNTRY Trust Bank® at COUNTRY Financial® in July 2003 to Present
Sales Support at Deutsche Bank (Scudder Investments) in June 2000 to July 2003
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The American College, August 2026
University of Wisconsin-La Crosse, Bachelor's degree, August 1995 to August 1999
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Life Insurance
Long-term Care
Term Life Insurance
Insurance
Fixed Annuities
Customer Service
Personal Finance
Key Person Protection
Long Term Care Insurance
Buy-sell Agreements
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Discover more about COUNTRY Financial®What is Jason Simac Cfp(r) email address?
Email Jason Simac Cfp(r) at [email protected] and [email protected]. This email is the most updated Jason Simac Cfp(r)'s email found in 2026.
What is Jason Simac Cfp(r) phone number?
Jason Simac Cfp(r) phone number is 6082770106 and +16082230358.
How to contact Jason Simac Cfp(r)?
To contact Jason Simac Cfp(r) send an email to [email protected] or [email protected]. If you want to call Jason Simac Cfp(r) try calling on 6082770106 and +16082230358. (updated on February 16, 2025)
What company does Jason Simac work for?
Jason Simac works for COUNTRY Financial®
What is Jason Simac's role at COUNTRY Financial®?
Jason Simac is CERTIFIED FINANCIAL PLANNER®
What industry does Jason Simac work in?
Jason Simac works in the Financial Services industry.
Jason Simac Email Addresses
Jason Simac Phone Numbers
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