Jim Ferris - The Catholic Insurance Guy

09/16/2026

Yesterday I spent time with senior care professionals in downtown, building relationships and exploring how the Immediate Care Plan can help them and their clients by providing a medically-underwritten income stream to pay for their financial ‘care gap’ - for life. I did the same today in Jefferson County and in O’Fallon, MO. I took time to stop by the beautiful Basilica of Saint Louis, the King Old Cathedral to pray for my clients, their patients and families. And also for the preparation for the coming Expo & Mass for next week’s Beatification of Archbishop Fulton J. Sheen.

09/13/2026

𝙏𝙄𝙈𝙀 𝙁𝙇𝙄𝙀𝙎. So does a life’s savings when an elder is in care. Mom may receive $3,000 a month in pensions & Social Security payments. But her care costs $8,000. That $5,000 financial care gap? That’s what’s draining her savings, and soon yours too unless you opt for a Medicaid bed. With spend down, the legacy that she envisioned leaving to you and your kids? Gone. What can you do? In the UK they’ve had a completely different means of funding elder care for 20 years. It’s now available here. Available to your mom and you. For a one-time payment, the 𝗜𝗠𝗠𝗘𝗗𝗜𝗔𝗧𝗘 𝗖𝗔𝗥𝗘 𝗣𝗟𝗔𝗡 provides a custom, guaranteed, medically-underwritten monthly income stream to pay for mom’s care. For as long as she’s alive. Want to see if it would be a good fit for your mom? It only requires a few questions from her POA and primary caregiver. But don’t wait: Time (& savings) flies.
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CLICK HERE to see a video explaining the ICP:
www.carefundingagent.com/video
CLICK HERE for contact info & calendar to book an appointment for your customized Care Funding Plan: www.immediatecareplanning.com

09/13/2026

𝗦𝗼𝗺𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗯𝗶𝗴𝗴𝗲𝘀𝘁 𝘄𝗮𝘁𝗰𝗵 𝗼𝘂𝘁𝘀 I had in preparing for my wife Mary and I to have a comfortable, worry-free retirement in the future is to make sure we have a steady income stream no matter the performance or volatility of the market. To make sure our money will last no matter how long we live, through our Go-Go years, our Slow-Go years and our “No-Go” years. No matter if we need care in our elderly years. And to have a legacy after all of it to leave on to our daughter, grandchildren and our charitable interests. Those of you that follow me know that I recently partnered with Peter Nelson & Nelson Insurance Advisors, an agency that now reaches from the Southeast/east coast, west through Missouri and now Texas, Colorado and Idaho. We can help you regardless of the state you live. We offer some of the finest, well-established, most flexible and innovative providers, whether Faith-Based, fraternal or secular providers. 𝗪𝗵𝗮𝘁𝗲𝘃𝗲𝗿 𝘁𝗵𝗲 𝗯𝗲𝘀𝘁 𝗳𝗶𝘁 𝗶𝘀 𝗳𝗼𝗿 𝗬𝗢𝗨. Whether you are male, female or a business owner. Want to see the work I just did to prepare for MY retirement? Give me a call, I’m here to help you.

09/09/2026

𝙄𝙩’𝙨 𝙊𝙛𝙛𝙞𝙘𝙞𝙖𝙡! The Catholic Order of Foresters will be represented by Jim Ferris at the Expo for the 𝗕𝗘𝗔𝗧𝗜𝗙𝗜𝗖𝗔𝗧𝗜𝗢𝗡 𝗢𝗙 𝗔𝗥𝗖𝗛𝗕𝗜𝗦𝗛𝗢𝗣 𝗙𝗨𝗟𝗧𝗢𝗡 𝗝. 𝗦𝗛𝗘𝗘𝗡, held on Thursday, September 24, 2026, held at America’s Center (the Dome & the Saint Louis, Missouri Convention Center), both before and after the Beatification Mass. Please make sure to stop by and see us! Want to learn more about how the Catholic Order of Foresters can help you, your business, family & favorite Catholic charitable entity or parish? Give me a call!

09/08/2026

𝐂𝐔𝐑𝐈𝐎𝐔𝐒 𝐀𝐁𝐎𝐔𝐓 𝐏𝐄𝐍𝐒𝐈𝐎𝐍𝐒? Are you a small business owner, a sole proprietor or self-employed, independent contractor? Want to see if a pension plan is right for you? There may be tax advantages to do so rather than a 401(k) plan. And even if you have a 401(k) in place, you can still “stack” a pension plan on top. My colleagues at Nelson Insurance Advisors and I partner with Nicholas Paleveda MBA J.D. LL.M and others to tailor a plan appropriate for you and your firm. I look forward to speaking with you soon for a complementary pension review. We serve 50 states. 🇺🇸

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09/05/2026

𝘽𝙀 𝙃𝙊𝙉𝙀𝙎𝙏: 𝙃𝙤𝙬 𝙙𝙤 𝙮𝙤𝙪 𝙛𝙚𝙚𝙡 𝙖𝙗𝙤𝙪𝙩 𝙩𝙝𝙚 𝙢𝙖𝙧𝙠𝙚𝙩 𝙘𝙪𝙧𝙧𝙚𝙣𝙩𝙡𝙮? Are you worried about potential volatility and perhaps losing some of your hard-earned life savings? Do you have a plan for your ‘sequence of returns’ if things go south early in your retirement? What if there was a way to lock in your gains, never again lose any of your principal while getting to enjoy the upswings of the market, even for just 30 or 40% of your holdings? What if that solution was with a member-owned, not-for-profit organization that charges no fees? What if you had 5 or 10 year options (or even a 3-year fixed option) to get you through a potential downturn early in your retirement? 𝗪𝗵𝗲𝗻 𝗱𝗼 𝘆𝗼𝘂 𝘀𝘂𝗽𝗽𝗼𝘀𝗲 𝘄𝗼𝘂𝗹𝗱 𝘁𝗵𝗲 𝗕𝗘𝗦𝗧 𝗧𝗜𝗠𝗘 𝗯𝗲 𝘁𝗼 𝗮𝗰𝘁 𝗼𝗻 𝘀𝗲𝗰𝘂𝗿𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝘀𝗮𝘃𝗶𝗻𝗴𝘀 𝗳𝗿𝗼𝗺 𝗹𝗼𝘀𝘀 𝗶𝗻 𝗮 𝗽𝗿𝗼𝗴𝗿𝗮𝗺 𝗹𝗶𝗸𝗲 𝘁𝗵𝗶𝘀?… before or after a massive market downturn? Let’s talk - I can help in all 50 states.

08/31/2026

Coming soon to a billboard near you!
• www.carefundingagent.com/video

08/28/2026

Do you know an elderly person already receiving and paying for care? Do they, their loved ones or POA wonder how much longer they can pay for it? Or maybe they’d just like to ensure that as much of their legacy can be preserved for their family or favorite charity? Have them watch this video. Have them ask for Jim Ferris - The Catholic Insurance Guy if they’d like to learn more. www.carefundingagent.com/video

The Care Funding Review helps families already paying for care review whether part of a loved one's savings can be turned into monthly income to help cover the care gap.

08/21/2026

www.NelsonInsuranceAdvisors.com So much has changed in a good way recently! After about a year of being affiliated loosely with Peter Nelson, and with some new, ground-breaking Life and Care-Funding solutions as of August 1, 2026 I came over to partner with Nelson Insurance Advisors in a full-time basis. We offer a full array of world-class Catholic, charitable, faith-based providers as well as public providers from which we can offer solutions unique in the market, such as Small Business planning, including pension plans and Executive Bonus plans. For the elderly loved ones in our lives that are already paying for and receiving care, we have the *Immediate Care Plan*, a customized, medically-underwritten & guaranteed income stream to fund their financial Care Gap, ensuring that they will never run out of money.

07/12/2026

Had a terrific trip to Catholic Order of Foresters at their home office in Naperville, IL for COF’s ‘Summer Classic last week! Though I’ve been affiliated with the Order approximately a year, this was my first visit to the Home Office. I’ve been so impressed with this provider. I’d love to buy you a coffee and show you how COF is different and in my opinion - superior - in flexibility among Catholic or other commercial providers. See comments for more.