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Jason Freese

Wealth Advisor and Trust Officer 
Licensed Insurance Agent

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Mr. Freese is a Wealth Advisor and Trust Officer serving the members of Greater Iowa Credit Union, MEMBERS1st Community Credit Union, Midland Credit Union and River Valley Credit Union. He specializes in retirement planning, retirement income strategies, insurance solutions, investment management, trust administration, and estate planning.

 

With over 25 years of experience in the insurance and financial services industry, Jason brings a wealth of knowledge to his clients. He earned a bachelor’s degree in marketing from the University of Northern Iowa and holds the Chartered Leadership Fellow (CLF) and Life Underwriter Training Council Fellow (LUTCF) designations. Additionally, Jason maintains FINRA Series 6, 7, 63, and 26 licenses.

 

Get in touch. 

I’d love to hear from you and help with any insurance questions or needs you may have.

jason.freese@fctrustinsurance.com

515-518-1809

Insurance and Wealth Management Products are: Not a Deposit; Not Insured by FDIC, NCUA or Any Government Agency; Involve Investment Risk, Including the Possible Loss of Value; No Credit Union or Bank Guarantee.

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FCT Insurance is an insurance agency not affiliated or endorsed by the government or Federal Medicare Program.​ We do not offer every plan available in your area. Currently we represent 5 organizations which offer 27 products in your area. Please contact Medicare. gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options. Plans are insured or covered by a Medicare Advantage organization with a Medicare contract and/or a Medicare-approved Part D sponsor. Enrollment in the plan depends on the plan’s contract renewal with Medicare. This is a solicitation for insurance.

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