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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

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Videos

We have interesting videos for you to watch on my site.

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Contact Us

Please feel free to contact us with any questions.

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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

  • Strategies for Taking RMDs

    This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

  • Separately Managed Accounts: Tax-Efficiency and Tailored for You

    With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

  • HOT TOPIC: Bond Market Volatility: What Could Higher Yields Mean for Your Money?

    This article discusses why U.S. Treasury yields have risen sharply and the potential impacts on consumers, businesses, and investors.

  • Be Storm Smart: How to Prepare for Extreme Weather

    More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.

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.

More Calculators »

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