Certified by Makison Insurance & Retirement • Sep 06, 2026
About
Certified by Makison Insurance & Retirement • Sep 06, 2026
Financial Planning
Makison Insurance & Retirement provides Medicare, 401K Roll Over, Estate Planning, Estate Protection, Life Insurance, Retirement Income Planning, Health Insurance, Affordable Care Act, and Tax Strategies to the St. Joseph, MO area.
Location
Certified by Makison Insurance & Retirement • Sep 06, 2026
Certified by Makison Insurance & Retirement • Sep 06, 2026
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 3:00 PM
SaturdayClosed
SundayClosed
Products & Services
1 list · 9 items
Explore offerings from Makison Insurance & Retirement on 12236 Donovan Dr in Country Club, with popular services available at this location.
Makison Insurance & Retirement - Services
9 items
services
Medicare
401K Roll Over
Estate Planning
Estate Protection
Life Insurance
Retirement Income Planning
Health Insurance
Affordable Care Act
Tax Strategies
Reviews
4.9
76 reviews
5 stars
72
4 stars
2
3 stars0
2 stars1
1 star1
MA
Mark Adams
Jul 13, 2026
1.0
Went to this company for a supplement policy, little did I know they signed me up for two, you’re only allowed one. And I’ve been paying for two, they said they could get me a refund but nothing yet. Plus they still owe me a refund from June of 2025. Poor customer service, therefore I have switched companies, one with better service.
I would advise people to go elsewhere when looking for a supplement policy
CM
Cherie Meeks
Jun 17, 2026
5.0
I have been retired 3 years. Jerry can take care of Life Insurance, retirement money, Medicare, supplemental, IRA s. Dental, eye care insurance. He has been taking care of all these needs for 3 years with me. I appreciate so much his professional guidance. And his advise on all medical issues. Jerry and his family are kind, caring people who go that extra mile to help you. They always make you smile. And a sigh of relief you leave their office. God Bless them.
TL
Traci L
Nov 11, 2025
5.0
I just turned 65 and I am still employed by the state. I have been bugged by mail, phone calls and even in-person visits to my residence about Medicare and how if I didn't go ahead and enroll that I may be penalized for it. I had seen Jerry's ads on TV and thought "What the heck...I'll see what he has to say about it!" I made an appointment right in the midst of Medicare enrollment time frame and he had time for me! I met with him and my appointment was right on time. His receptionist, who happens to be his wife, was super sweet! Jerry's made me feel so comfortable in his office and explained all the things to me that I had questions about! He told me what i should do presently, and what I will need to do in the future as well. He told me he'd like me to bring in all my Roth and retirement plans and he'd be happy to look over them as well! I decided id wait to do that after the New Year instead of bothering him in his busy season. We met for about 30 minutes and discussed everything from Medicare to our animals at home! I wasn't charged a penny for his expertise and I was even given a goodie bag upon leaving his office that was full of pens, all kinds of gadgets and even really cool chocolate bars! I definitely feel Jerry's is a man I can trust and I will most definitely be giving him my business in the near future!!! Thank you Jerry!!
Frequently Asked Questions About Makison Insurance & Retirement
How do I avoid penalties for Medicare?
To avoid Medicare penalties, it is advisable to consult with a Medicare specialist in your local area. They can provide guidance on enrollment timelines and requirements.
When do I enroll in Medicare?
The appropriate time to enroll in Medicare depends on various individual factors. We recommend contacting our office for personalized advice regarding your specific situation.
When should I start drawing social security?
While you can begin drawing Social Security benefits as early as age 62, it may be beneficial to delay. The ideal time is typically at full retirement age. We invite you to schedule a consultation to discuss your options in detail.
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