Jim Isaac is an Agent and Senior Market Specialist at Curtis Financial Services. He primarily serves clients with their Medicare Supplement, Part D, and Medicare Advantage needs. A typical workday for Jim includes making and receiving calls, working with clients directly, and completing service work.
With thirty-eight years in the financial services industry, Jim has primarily spent much of his professional career in finance. Before financial services, he worked in a youth ministry and at some other non-profit organizations. Jim has always been passionate about pursuing education for himself. He graduated from Meade High School and went on to obtain a degree from Grace University. He attended the University of Nebraska at Omaha. Taking classes in another field, Jim realized that it was wiser for him financially to stay in the financial services industry. He has always had other interests but stays passionate about serving his clients to this very day.
His love for working with people and seeing their gratitude in action when he helps them is what keeps him going and motivated each new day. Jim is satisfied with where he is professionally but enjoys staying up to date on changes in the industry. He keeps it current by researching changes in the market as well as the industry as a whole.
*Jim Isaac is not affiliated with Securities America. Does not have access to client files.