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Jacob Kruse
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Agency Director – Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(512) 256-2027(512) 256-2027
Jacob KruseFinancial Advisor - Austin, TX
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Meet Jacob Kruse
Personal Business Philosophy
I believe building a strong retirement plan provides peace of mind. I’m dedicated to educating you on the innovative insurance planning solutions we offer, providing personal service and helping to make certain you can enjoy the life of your retirement.
licensed in
CA, NV, TX
CA License: 4487869
professional background
Joined Bankers Life in 2019Began work in the Insurance Industry in 2019Education: Northern Illinois University: B.S. Mechanical Engineering
designations received
Company Recognitions: SPEED Successful New Agent, Emerging Leaders Program Participant, Convention Qualifier 20' and 21', Agency Director Foundations Candidate, Agency Director of the Region 24'Financial Representative Designations: General Investment Representative: Series 7, State Registrations: Series 63
personal background
Family: Proud Uncle of my Niece: Adley May Kruse, Father of two Four Legged Kids: my cat, Freddie and dog, Athena, Oldest of Three Brothers: Sam (Marine), Ben (Crew Chief Racing Team)Community Involvement: Hutto Chamber of Commerce
Jacob Kruse, Bankers Life Agent and Bankers Life Securities Financial Representative in Austin, TX
8:00 AM - 6:00 PM 8:00 AM - 6:00 PM 8:00 AM - 6:00 PM 8:00 AM - 6:00 PM 8:00 AM - 6:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(512) 256-2025(512) 256-2025
Direct Phone:
(512) 256-2027(512) 256-2027
Cell Phone:
(815) 276-2016(815) 276-2016
Branch Info
5508 Highway 290 West
Ste 110
Austin, TX 78735
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | 8:00 AM - 6:00 PM |
| Tuesday | 8:00 AM - 6:00 PM |
| Wednesday | 8:00 AM - 6:00 PM |
| Thursday | 8:00 AM - 6:00 PM |
| Friday | 8:00 AM - 6:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Request An Appointment
Wealth Management Services
Whether you're building wealth, protecting your family, or preserving your assets, our wealth management services are tailored to your goals—now and for the long term.
Investment management
Receive expert guidance from financial advisors on asset allocation, market trends, and strategic decisions involving mutual funds and exchange-traded funds—tailored to your goals, risk tolerance, and time horizon.
Retirement planning
Create a personalized plan to help you save, invest, and generate income, bringing more clarity and confidence to your retirement years.
Education/College planning
Build a 529 plan funding strategy that ensures you're setting aside the right amount to support your children's or grandchildren’s education goals.
Cash flow planning
Track income and expenses to gain better control of your finances, so you can allocate excess cash toward your priorities and long-term goals.
Income planning
Design a reliable income strategy that supports your lifestyle—whether you're preparing for retirement or already enjoying it—using solutions such as variable annuities and other income-generating investments.
Insurance planning
Develop a protection strategy to safeguard your family and finances from the impact of unexpected life events, with solutions such as life insurance and long-term care insurance.
Additional Products & Services Offered in Austin, TX
Life Insurance
Find out how life insurance can help protect the financial security of you and your family.
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Medicare Supplement Insurance
Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
ExploreLong-term Care Insurance
Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.
ExploreAnnuities
Learn how an annuity can help protect and grow your retirement savings.
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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 (7)
Insurance Calculators (7)
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Explore Medicare Advantage
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 Jacob Kruse
5.0
Rating 5.0
(19 Reviews)- August 19, 20255.0 out of 5.0Rating 5.0Jacob Kruse is excellent in what he does. Professional, and personal. He's Johnny on the spot for sure. Highly recommend his services.
- July 1, 20255.0 out of 5.0Rating 5.0Mr. Kruse has been my only insurance age t. I belive its been 7 years. I've found him to be professional, and personal at the same time. Mr. Kruse is also very knowledge in his profession. One of the things that impresses me the most is the timely matter in which he solves any and all issues . Jacob Kruse is highly recommended.
Sincerely, - May 5, 20255.0 out of 5.0Rating 5.0Jacob is trustworthy and respectful. He takes time to get to know his clients on a personal level. He studies and suggests the best products for his clients. His easy going smile and positive outlook on life makes him a joy to know.
- April 9, 20255.0 out of 5.0Rating 5.0Jacob's the best. Always ready to help with insurance and always ready to answer any questions you may have.
- April 3, 20255.0 out of 5.0Rating 5.0Excellent service. Professional, knowledgeable and personable. Jacob goes the extra mile for his clients.
I highly recommend his services.
Sincerely,
Debi Petersen - December 20, 20245.0 out of 5.0Rating 5.0Outstanding customer service service. Made sure all of my questions were answered.
- September 1, 20245.0 out of 5.0Rating 5.0Does what he says he is going to do and when.
- May 24, 20245.0 out of 5.0Rating 5.0Jacob is a caring, honest professional who becomes a friend on a personal level. This guy shoots straight and he has a beautiful motorcycle!
- May 24, 20245.0 out of 5.0Rating 5.0Jacob is very professional and always has your best interest in mind when developing a retirement plan. Thank you Jacob for looking out for my best interests,
- May 23, 20245.0 out of 5.0Rating 5.0Jacob has been outstanding! He is patient, willing to help, has answered all of our questions. He has been very professional and I would recommend him to anyone that is shopping for health insurance and going on Medicare. This system is so difficult to navigate in your own and Jacob has made this transition so easy to understand. Great job Jacob Kruse!
- May 22, 20245.0 out of 5.0Rating 5.0Jacob is great at helping us pick our Medicare plan for the last six years!
- May 22, 20245.0 out of 5.0Rating 5.0Excellent, reliable and timely service.
- May 22, 20245.0 out of 5.0Rating 5.0We have found Jacob very knowledgeable and he will always contact us of any changes in our insurance and investments. He will always follow up on phone call and text messages. We are very happy with him.
- May 24, 20235.0 out of 5.0Rating 5.0Very caring to our needs!
- December 7, 20225.0 out of 5.0Rating 5.0He was very polite and friendly and very helpful and informative to all my questions.
- August 12, 20225.0 out of 5.0Rating 5.0Very personable great information
- June 1, 20225.0 out of 5.0Rating 5.0Very helpful in explaining the policies, very professional
- May 25, 20225.0 out of 5.0Rating 5.0Jake is absolutely perfect for this job. He makes everyone feel special & important .
- August 7, 20215.0 out of 5.0Rating 5.0Very knowledgeable of your company and Medicare policies. He was very helpful.
Displaying reviews 1 - 1 out of the 19 most recent
Frequently Asked Questions
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.
Insights From Jacob
Making Life Insurance part of your “Life” story
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.
The Living Benefits of Life Insurance
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits...
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Make a Plan for your Long-term Care
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Benefits of Long-term Care Insurance
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Meet Your Financial Advisor
Let’s start with a conversation. I’ll take the time to understand your goals, values, and vision for the future. Give me a call at (815) 276-2016 or fill out the form. I’ll be in touch soon.
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