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You could say Jon’s been in the insurance industry his entire life. With his father in the industry, Jon grew up with a special appreciation for the entrepreneurial spirit. He helped his dad with different odds-and-ends jobs, and the more he learned about insurance, the more he liked it. Today, Jon wants others to share the same level of enthusiasm, and he enjoys helping others learn about the industry. He likes to think of himself as a business partner, assisting agents with sales concepts and marketing efforts that will grow their business. Whether helping them learn about indexed products or the benefits of annuities, he finds fulfillment helping others find success in the industry he loves. In his spare time, he’s even helped a few family members and friends by writing annuity cases for them.
Born and raised in Omaha, NE, Jon double majored in marketing and management at Northwest Missouri State and is completing the Retirement Income Certification Planning (RICP) program through the American College. Outside of work you can find Jon at a Chief’s game, fishing, hiking or playing golf. He always finds a way to stay active and enjoy the outdoors.
"I appreciate what Jon has done for me and my practice. Jon took the time to get to know my situation so he could customize his support. He thinks like an advisor and has my clients' best interests at heart. I have partnered with Jon and he has become an important part of how I can run a more efficient and profitable practice."
— Jeremy A.
“Jon Summers has been instrumental in my efforts to help my clients navigate to and through their retirement years. He provides me with the tools, training and access to industry experts which are so valuable in my business. Jon’s biggest strength is his unique ability to really learn and invest the time to understand my business model. His solutions and ideas are customized to my practice and he constantly updates me on new developments within the industry. This collaboration and idea sharing, along with his accessibility, makes Jon a valuable business partner that I feel is working right down the hall from me!”
Peter L., CPA