About Us

Your Guide from Health to Wealth.

Meet Jake Zimmerman

Jake Zimmerman

Founder & Independent Insurance Agent

I’m Jake Zimmerman, founder of Senior Insurance Representatives. I specialize in helping people make informed decisions as they prepare for retirement.

My approach is simple: understand your needs, explain your options clearly, and help you find the right solutions for your situation.

And when you work with Senior Insurance Representatives, you work directly with me — not a call center, a rotating team of agents, or someone you’ve never spoken with before.

From Health to Wealth

Retirement is about more than choosing a Medicare plan. I help my clients with three important pieces of their retirement:

HEALTH

WEALTH

LEGACY

Why Work With Me

Independent

I work with multiple insurance companies, allowing me to compare options and help find the right fit for you.

Personal

You work directly with me. I get to know my clients and strive to build relationships that last.

Lifetime Support

My service doesn't end when you enroll. As your needs change throughout retirement, I'll be here to help you navigate what's next.

Your Guide From Health to Wealth

Whether you’re preparing for Medicare, looking for reliable retirement income, or thinking about the legacy you’ll leave behind, my goal is to make the process simple.

One advisor. One relationship. One resource for your retirement.

What Our Clients Say

    
 
 
         
   Sonya Smith 
 
 
 
  Jake was great to work with. He made the transition to Medicare with all of the choices easy. He was personable, very knowledgeable, and he made things easy to understand. I am extremely pleased with his service.
  
 
        
   John Sharff 
 
 
 
  Jake is very helpful and informative. I highly recommend him.
  
 
        
   George Casados 
 
 
 
  Carim Davis was very helpful and Profesional with all the information he presented to me.
  
 
        
   Ellen J. Brager 
 
 
 
  Jake was very patient in guiding us through the Medicare maze and helping is get the coverage we need. He was knowledgeable, friendly and efficient.
  
 
        
   Linda Holland 
 
 
 
  I had a lot of confidence in my selection because Jake (my broker) took time to explain everything clearly. He was friendly and professional. I highly recommend his services.
  
 
        
   Michael Yadach 
 
 
 
  I had the absolute best experience working with Jake on my Medicare, Medigap, Dental, prescription drug plan recommendation, applications and guidance.  He took all the guesswork out of the process and made what could have been overwhelming feel simple and stress-free. Jake’s professionalism, knowledge, and attention to detail were outstanding.

What impressed me most was his ability to explain everything clearly and guide me step by step, ensuring I felt confident in my decisions. He went above and beyond to make sure I understood my options, and I truly feel that he will be my advocate moving forward.

If you’re looking for someone who is not only professional but also genuinely cares about helping you, I highly recommend Jake. He made a complicated process easy, and I couldn’t be more grateful for Jake’s support and guidance.
  
 
        
   Beth Sharff 
 
 
 
  Jake was great to work with!  Answered all of our questions, gave us multiple options and explained advantages and disadvantages to each.
  
 
        
   Ronald Jackey 
 
 
 
  The service provided by Jake as my wife and I embarked on the transition to Medicare & Medigap plans was outstanding. His knowledge and guidance on the various plans helped us simplify the overall process and selection. We highly recommend this group!
  
 
        
   Patrick Kujat 
 
 
 
  I have already given Carim Evans name out!!!

Frequently Asked Questions

How are our services no-cost?

Our services are completely free because we are compensated by the insurance carriers we work with—not by our clients. This means you get guidance, insurance solutions, and support at no extra charge. Whether you need help choosing the right policy or understanding your options, we provide our guidance at no cost to you.

What does being an independent agent mean?

Being independent means we’re not tied to just one insurance company. Instead, we work with a wide range of top-rated carriers to find the right coverage and rates according to your needs. This allows us to offer unbiased advice and ensure you get the right policy—not just the one a single company offers.

What states are we licensed in?

We proudly serve clients in 17 states across the country:

Alabama (AL), Arizona (AZ), Colorado (CO), Delaware (DE), Florida (FL), Georgia (GA), Indiana (IN), Kentucky (KY), Maryland (MD), Michigan (MI), Mississippi (MS), North Carolina (NC), South Carolina (SC), Tennessee (TN), Texas (TX), Virginia (VA), and West Virginia (WV).

If you live in one of these states, we’re here to help with all your insurance needs. Contact us today for no-cost help!