JSB Investments - Our Services

Life insurance, financial insurance, plan your future with JSB Investments and John Beall.

LIFE & HEALTH INSURANCE

Life insurance is often viewed as financial “time insurance”. If you have enough “time,” you will be able to accomplish the goals you and your family want to achieve. If time is shortened unexpectedly for you, the insurance company helps make your financial dreams a reality for others. Life insurance plans offered sometimes appear confusing, but they are not as difficult to compare as one might first assume.

I also offer Health Insurance: Medicare Advantage, Prescription Drug Card, and Long-Term Care Coverages for businesses and individuals.

Plan your future with JSB Investments and John Beall.

ESTATE & RETIREMENT PLANNING

Estate Planning is an area that may be either simple, or complex – but above all, it is one of personal desires. If we don’t take the time to lay out our objectives and plan accordingly, various states will impose their laws of intestacy upon us. Often, we work in conjunction with others to make your ideas come alive. In more complex arrangements, we discover that your attorney and accountant are crucial to arriving at the proper solutions. Teamwork is the key.

Life and Health Insurance Agent - Licensed in several states.

At JSB Investments, we’ve helped preserve legacies for families and business since 1966.

We can help secure your future with Estate and Retirement Planning and Life and Health Insurance.

You’ve worked hard for your future. Let us help you preserve it.

JSB Investments, John Beall, financial help, life insurance, estate planning

Meet John Beall

I’ve been married since 1969 to a very understanding and wonderful wife named Marilyn. We have 7 children and 8 grandchildren. We’ve lived in Southwest Michigan all of our married lives and would miss the seasons too much to not continue to be involved with the area.

1962 – BA. Michigan State University – School of Business

1964 – 1st Degree, L’Alliance Francaise, University of Paris, France

1964 – Honorable Discharge, Sgt E5. US Army – top secret/cryptographic/NATO Cosmic security clearances – Communicator of the Year, United States European Command.

1966 – Commenced insurance business

Industry Affiliations

Past

  • Life Member, Million Dollar Round Table. The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.
  • Home Office Pension Consultant, Michigan Life Insurance Company
  • Adjunct Professor of Insurance, Andrews University, Berrien Springs, MI
  • Senior Instructor, Life Underwriters Training Council, Washington DC

Insurance Designations

  • Life Underwriter Training Council Fellow, Nat’l Association of Life Underwriters, Wash, DC – 1970
  • Chartered Life Underwriter, American College, Bryn Mawr, PA – 1981
  • Chartered Financial Consultant, American College – 1985

Past Security Licenses

  • Registered Representative – General Securities
    (Series 7) & General Securities Principal (24) – 34 years of activity/performance
  • Uniform Securities Agent (Series 63) – 34 years of activity/performance

Past Presidents

  • SW Michigan National Association of Insurance and Financial Advisors – 2006
  • BH & Associates, Inc – 1988 – 1992
  • SW Michigan Estate Planning Council – 1985
  • SW Michigan Association of Life Insurance – 1984
  • Berrien Springs Optimist Club (Distinguished President)
  • Baroda Stevensville Optimist Club

Current Member of:

  • Society of Financial Service Professionals

Additional Certificates Held

  • Certificate holder in various courses offered by:
    • Michigan State University
    • Purdue University
    • University of Maryland
    • Dearborn Financial Institute
    • Bob Etter Securities

Contact JSB Investments Today

John Beall
5124 Naomi Rd.
Eau Claire, MI 49111
Phone: 269-921-1770

Contact John