agent picture

Kurtis Jones

Financial Professional
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(573) 745-6066(573) 745-6066
Leave a Referral
agent picture

Kurtis JonesInsurance Sales Representative, Lake Ozark, MO

request apt form icon
quote form icon
Meet Kurtis Jones
Personal Business Philosophy
Offering solutions that help to meet the needs of clients today and for retirement. Building personal relationships by listening to better understand your retirement goals.
licensed in
KS, MO
professional background
Joined Bankers Life in 2023Began work in the Insurance Industry in 2023

Kurtis Jones, Bankers Life Agent in Lake Ozark, MO

Closed - Opens at 9:00 AM Friday
Contact Me
Office Phone:
(573) 964-0001(573) 964-0001
Direct Phone:
(573) 745-6066(573) 745-6066
Cell Phone:
(573) 434-6618(573) 434-6618
kurtis.jones@bankerslife.com
Branch Info
754 Bagnell Dam Blvd
Ste D
Lake Ozark, MO 65049
US
Hours
Day of the WeekHours
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM

Products & Services Offered in Lake Ozark, MO

  • Life Insurance

    Find out how life insurance can help protect the financial security of you and your family.
    Explore
  • Medicare Supplement Insurance

    Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
    Explore
  • Long-term Care Insurance

    Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.
    Explore
  • Annuities

    Learn how an annuity can help protect and grow your retirement savings.
    Explore

Financial Calculators & Tools

Our calculators are here to help support your retirement and insurance planning needs so you can make confident and informed decisions.
Retirement Calculators
Insurance Calculators
  • How Long Will My Retirement Savings Last?

    Determine how long your retirement savings may last considering your monthly spending, sources of income, inflation and more.
  • Estimate Social Security Benefits

    Estimate your future Social Security benefits based on your income history and expected retirement age.
  • Traditional 401(k) or Roth 401(k)?

    How do traditional 401(k) and Roth 401(k) contributions differ, and which option best suits your financial needs?
  • Retirement Income Estimator

    Input your current savings and income sources to estimate your future retirement income and assess if you’re on track to meet your goals.
For information and educational purposes only. Does not constitute investment advice or a recommendation.

Forget Me Not Days

At Bankers Life, our insurance agents and associates witness firsthand the impact that Alzheimer’s and dementia have on our customers, their families and their caregivers. That’s why we established Bankers Life Forget Me Not Days®, our nationwide fundraising campaign to benefit the Alzheimer’s Association®. This June marks the 23rd anniversary of the campaign. Since 2003, we’ve helped raise more than $7.8 million for the Alzheimer’s Association through the Forget Me Not Days campaign and corporate donations.

Explore Medicare Advantage

You have many choices when it comes to Medicare – Let us 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.


Let's Talk About Your Plans for Long-Term Care!

As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?

Reviews

Reviews for Kurtis Jones

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(7 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kurtis is a great agent. He is very knowledgeable, friendly, and actually cares about his clients. He was never in a hurry and spent the time I needed to understand the policy. His advice was above and beyond my expectations. Thank you, Kurtis.
Displaying reviews 1 - 1 out of the 7 most recent

Customer Reviews for Lake Ozark, MO

5
Rating 4.9full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(48 Reviews)
  • Shelley W
    June 12, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Fantastic customer service, answers all questions, always looks very professional
    Fantastic customer service, answers all questions, always looks very professional
    Read More
    Read Less
  • Deborah S
    June 10, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Friendly, very knowledgeable on all aspects of insurance. Follow-up with me continually to make arrangements to meet and get my insurance taken care of. Provided the extra research for best drug plan for me.
    Friendly, very knowledgeable on all aspects of insurance. Follow-up with me continually to make arrangements to meet and get my insurance taken care of. Provided the extra research for best drug plan for me.
    Read More
    Read Less
  • Roberta L
    June 4, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kurtis is a great agent. He is very knowledgeable, friendly, and actually cares about his clients. He was never in a hurry and spent the time I needed to understand the policy. His advice was above and beyond my expectations. Thank you, Kurtis.
    Kurtis is a great agent. He is very knowledgeable, friendly, and actually cares about his clients. He was never in a hurry and spent the time I needed to understand the policy. His advice was above and beyond my expectations. Thank you, Kurtis.
    Read More
    Read Less
  • Wanda C
    May 27, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable about insurance. Also helped us with our other policies.
    Very knowledgeable about insurance. Also helped us with our other policies.
    Read More
    Read Less
  • Mary S
    May 20, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kelly did a great job explaining things to me! She took her time, didn’t rush thru things! Looked at different options for me! She come highly recommended
    Kelly did a great job explaining things to me! She took her time, didn’t rush thru things! Looked at different options for me! She come highly recommended
    Read More
    Read Less
  • Debra H
    April 11, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    She has always been there for me and so very helpful
    She has always been there for me and so very helpful
    Read More
    Read Less
  • Linda J
    April 1, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very helpful. Great customer service
    Very helpful. Great customer service
    Read More
    Read Less
  • Dorothy T
    March 12, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Awesome customer service
    Awesome customer service
    Read More
    Read Less
  • Donna S
    March 11, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer sevice. He explain everythingto you He is always there when you need him.
    Great customer sevice. He explain everythingto you He is always there when you need him.
    Read More
    Read Less
  • David W
    March 6, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent to work with, explained everything to make it easy to understand.
    Excellent to work with, explained everything to make it easy to understand.
    Read More
    Read Less
  • Michele M
    February 18, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service!!
    Great customer service!!
    Read More
    Read Less
  • Marty R
    January 13, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    We felt thoroughly comfortable with Mr. Jackson. He was very informative and was looking out for needs at the best prices available. We have had other experiences with other agents not affiliated with Bankers Life and did not feel our needs were being met and we were not a priority. We felt an immediate connection with Mr. Jackson and felt we were a top priority getting our paperwork done.
    We felt thoroughly comfortable with Mr. Jackson. He was very informative and was looking out for needs at the best prices available. We have had other experiences with other agents not affiliated with Bankers Life and did not feel our needs were being met and we were not a priority. We felt an immediate connection with Mr. Jackson and felt we were a top priority getting our paperwork done.
    Read More
    Read Less
  • Judith B
    January 8, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kurtis was very polite & courteous. He was thorough in explaining different insurance plans, etc. and answered by questions in depth.
    Kurtis was very polite & courteous. He was thorough in explaining different insurance plans, etc. and answered by questions in depth.
    Read More
    Read Less
  • Raymond B
    December 16, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kutis was a great person to finally meet and he went up and beyond with what he had to tell about what he has to offer. It's so much better than calling a 1-800 number
    Kutis was a great person to finally meet and he went up and beyond with what he had to tell about what he has to offer. It's so much better than calling a 1-800 number
    Read More
    Read Less
  • Herbert B
    December 12, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable and helpful with our insurance needs.
    Very knowledgeable and helpful with our insurance needs.
    Read More
    Read Less
  • Joan N
    December 10, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service
    Great customer service
    Read More
    Read Less
  • Susan E
    November 12, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kurtis is very knowledgeable and thorough. He is very pleasant.
    Kurtis is very knowledgeable and thorough. He is very pleasant.
    Read More
    Read Less
  • Johanna M
    November 12, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Phil has been wonderful. He explains things and knows what he is talking about. He's like having a friend over. I appreciate his kindness and I couldn't ask for a better agent.
    Phil has been wonderful. He explains things and knows what he is talking about. He's like having a friend over. I appreciate his kindness and I couldn't ask for a better agent.
    Read More
    Read Less
  • Shelley W
    October 8, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very professional, excellent customer relations!!
    Very professional, excellent customer relations!!
    Read More
    Read Less
  • Holly G
    October 5, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I had a great experience with Kurtis Jones. He is an amazing individual and very knowledgeable. Helped us understand our policies and updated us on what we needed to properly be buried. Shared some great laughs as he was very friendly. Very personable. Highly recommend him for all your life insurance needs. We discussed many things pertaining to both life insurance and advantages/disadvantages of getting older.
    I had a great experience with Kurtis Jones. He is an amazing individual and very knowledgeable. Helped us understand our policies and updated us on what we needed to properly be buried. Shared some great laughs as he was very friendly. Very personable. Highly recommend him for all your life insurance needs. We discussed many things pertaining to both life insurance and advantages/disadvantages of getting older.
    Read More
    Read Less
Displaying reviews 1 - 4 out of the 20 most recent

FAQs

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.

  • Bankers Life Logo
  • Colonial Penn Logo
  • Washington National Logo
Insights From Kurtis
Featured Videos
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Featured Videos
Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!
Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!
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.
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.
7 Smart Tips for Successfully Traveling Solo in 2025
Traveling solo is no longer a niche trend—it’s a growing movement. Whether you’re single, seeking solitude, or simply craving the freedom to explore on your own terms, solo travel offers flexibility and opportunities for personal growth. But if you’re new to it, it can feel intimidating. These seven tips will help you travel smarter, safer, and more confidently in 2025.
Aging man looks thoughtful as he ponders his financial circumstances.
Finding Balance: How Financial Therapy Can Transform Your Money Mindset
Managing money can be a significant source of stress in life. For some, a simple tweak in their budget can bring clarity and stability. For others, financial challenges may stem from more complex issues, such as changes in financial circumstances, unhealthy spending habits, or emotional barriers. These difficulties can also impact relationships with partners and hinder progress toward achieving financial wellness. Moreover, our cultural background, religious beliefs, and gender identity often shape how we perceive and interact with money.
A senior couple pointing to a mountain.
Exploring Retirement Income Strategies in Any Economic Climate
Planning your income in retirement isn’t always straightforward, especially when the market feels unpredictable. But no matter the economic environment, having a thoughtful approach can help you feel more prepared.
A woman hugs her friend who has Alzheimer's disease.
Caring Through Connection: Helping a Friend with Alzheimer’s
Alzheimer’s disease affects nearly 7 million people in the U.S., and by 2050, it’s expected that number will rise to 13 million. If your friend is among them, it can be incredibly challenging to maintain your bond as the disease progresses. Watching someone you care about struggle with memory loss and cognitive decline is difficult, but there are ways to stay connected and provide meaningful support.
A mother and daughter baking in kitchen.
Should You Reevaluate Your 2025 Investment Strategy?
It’s common for investors, especially those in or near retirement, to pause and consider whether their financial approach still aligns with their goals. If the market feels shaky, then it becomes even more important to do so. Reviewing your 2025 investment strategy doesn’t always mean making major changes, but it may help you feel more informed and confident about your situation and next steps.
A mother and daughter baking in kitchen.
Should You Reevaluate Your 2025 Investment Strategy?
It’s common for investors, especially those in or near retirement, to pause and consider whether their financial approach still aligns with their goals. If the market feels shaky, then it becomes even more important to do so. Reviewing your 2025 investment strategy doesn’t always mean making major changes, but it may help you feel more informed and confident about your situation and next steps.
Act Now For Your Free No-Obligation Quote