Jason Margeson

Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.

Field Manager - Insurance Sales Representative

Direct Phone:

(207) 536-5026(207) 536-5026

5.0

(8 Reviews)Leave a Review

Leave a Referral

Meet Jason Our Brands and Partners Explore Medicare Advantage Our Products & Services Reviews FAQs Insights

I want to learn about...

Meet Jason Our Brands and Partners Explore Medicare Advantage Our Products & Services Reviews FAQs Insights

Meet Jason Margeson

Personal Business Philosophy

Dedicated to helping clients with their financial goals as they prepare for retirement. Being a trusted partner and advocate by providing solutions and options that are in my clients best interest

licensed in

IN, MA, ME, VT

professional background

Joined Bankers Life in 2019Became a Financial Representative in 2020Began work in the Insurance Industry in 2019

personal background

Family: Happily married, to Liz with 3 children: 2 girls, Baileigh & Rebecca and son, MarkusCommunity Involvement: Peer counseling in Portland area, member at Foley Fitness in Scarborough, support my daughters in Girl Scouts, and love spending time with my family.

Jason Margeson, Bankers Life Advisory Services Financial Advisor in Scarborough, ME

9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PMClosed Today Closed Today

Contact Me

Office Phone:

(207) 536-2742(207) 536-2742

Direct Phone:

(207) 536-5026(207) 536-5026

Cell Phone:

(207) 415-1093(207) 415-1093

jason.margeson@bankerslife.com

Branch Info

360 US Route 1

Ste 202

Scarborough

ME 04074

Get Directions

Visit Branch Page

Hours

Day of the Week	Hours
Monday	9:00 AM - 5:00 PM
Tuesday	9:00 AM - 5:00 PM
Wednesday	9:00 AM - 5:00 PM
Thursday	9:00 AM - 5:00 PM
Friday	9:00 AM - 5:00 PM
Saturday	Closed
Sunday	Closed

Our Brands and Partners

Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.

Explore Medicare Advantage

You have many choices when it comes to Medicare – I can help you compare Medicare Advantage plans to find the right coverage for you. * Medicare Advantage (Part C) is an all\-in\-one alternative to Original Medicare Parts A and B. * It offers similar coverage, and with the optional benefit of prescription drug coverage (Part D). * Medicare Advantage Plans include an annual maximum out of pocket limit, and some plans offer premiums as low as $0 per month.

Shop Plans

Products & Services Offered in Scarborough, ME

Brokerage Services
As a Financial Representative through Bankers Life Securities, Inc., I provide investment options including variable annuities, mutual funds, and equity and fixed income securities.
Explore
Advisory Services
As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
Explore

Reviews

Reviews for Jason Margeson

5.0

(8 Reviews)

Stephen B
October 16, 2024
5.0 out of 5.0
Rating 5.0
Great service jason
Mary A
September 10, 2024
5.0 out of 5.0
Rating 5.0
Very easy to talk to. Friendly and professional.
Michelle Don G
September 5, 2024
5.0 out of 5.0
Rating 5.0
Reaching retirement age, medicare, choices of what to enroll in was very apprehensive/stressful. Jason explained med insurance options in a way that made us feel comfortable where we felt we could trust his suggestions and direction to take. Jason is very kind, caring, and has a sense of humor that eased the way. Jason is very focused and his plan actions proved out to be in our best interest. So secure, that we have him for financial advising with excellent guidance. Highly recommend! DG/MG
Kathie D
September 22, 2023
5.0 out of 5.0
Rating 5.0
Jason, thank you for helping my husband and I get the right coverage for us. Thank you for your knowledge and your patience. You answered all of our questions and I am sure you will be there when we need you. Its been a pleasure.
Thank you :-)
Andrew E
August 23, 2023
5.0 out of 5.0
Rating 5.0
Outstanding SERVICE -- GREAT MAN and represents your Company in a ethical manner !!!
Priscilla P
February 26, 2023
5.0 out of 5.0
Rating 5.0
Great customer service, friendly, knowledgable, open and honest with his recommendations. Was very heplful and had very realistic solutions based on my personal situation.
Connie T
February 21, 2023
5.0 out of 5.0
Rating 5.0
Jason, is always there when you have questions, he is very informative.
We are very happy to have Jason for our insurance broker. He has helped so much as my husband and I just went on Medicare to get the right coverage for us.
Kathleen D.
December 6, 2022
5.0 out of 5.0
Rating 5.0
Jason, Thank you so much for helping me understand what plan was better for me.I finally felt that I had a great plan that I could understand and trust. You were awesome! Thank you again!😊

Displaying reviews 1 - 1 out of the 8 most recent

Leave a Review

Learn More

FAQs

Long-term care is the type of assistance people need when they can no longer perform some or all basic activities of daily living (ADLs) which can include eating, bathing, continence, dressing, toileting and transferring (that is, moving in or out of a bed, chair or wheelchair). Long-term care needs typically arise as part of the normal aging process, but they also can be due to an injury or illness, such as multiple sclerosis, stroke or rheumatoid arthritis, or due to a cognitive impairment like Alzheimer’s disease. Medicare may not cover many of these costs associated with aging.

Insights From Jason

View this video on YouTube

Featured Videos

Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.

View this video on YouTube

Featured Videos

View this video on YouTube

Featured Videos

Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!

View this video on YouTube

Featured Videos

Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insu...

Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.