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West & Mager Insurance and Financial Services

424 S Minnesota Ave Ste 100 St. Peter, MN 56082

Phone:

  • 507-934-6050

Fax:

  • 507-934-6051

E-mail:

  • casey@westmager.com

Videos

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Calculators

You can review interesting calculators on my site.

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Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
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Transcript

Newsletters

  • Medicare Open Enrollment: A Time for Choices

    Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

  • Taxing Social Security Benefits: Clearing the Confusion

    The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

  • Retroactive Social Security Benefits: A Chance to Turn Back Time

    Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

  • What Can You Learn from Your Tax Return?

    Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

More Newsletters »

Calculators

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Principal Securities Form CRS Customer Relationship Summary

 Casey West is licensed in MN to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in CA, CO, DE, FL,IL, IA, MN, MO, NY, OR,SD, TN, TX, VA, WA and WI and adviser registered in MN.  Carolyn Mager & Tami Kaveney are licensed in MN to offer insurance products, and life insurance, and annuities.  Carolyn & Tami are certified MNsure broker for health insurance in MN.

This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION: Casey West, Carolyn Mager and Tami Kaveney may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's registration requirements.  Follow-up, individualized responses to consumers in a particular state by Casey, Carolyn or Tami that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion.  For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution they represent, contact your state securities law administrator.

Insurance issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, the companies available through the Preferred Product Network, Inc and/or many fine carriers.  Securities and advisory products offered through Principal Securities, Inc., Member SIPC.  Principal National, Principal Life, the Preferred Product Network, and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392.  Casey West, Principal National and Principal Life Financial Representatives, Principal Securities Registered Representatives, Financial Advisors.   West & Mager Insurance and Financial services is not an affiliate of any company of the Principal Financial Group

Principal Life maintains certificates of authority to transact insurance in all 50 states.  Principal Life NAIC identification number is 61271.  Principal National NAIC identification number is 71161.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck