JK West Agency

JK West AgencyJK West AgencyJK West Agency

JK West Agency

JK West AgencyJK West AgencyJK West Agency
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+1.9165992573

Protecting Your Financial Legacy

Protecting Your Financial LegacyProtecting Your Financial LegacyProtecting Your Financial Legacy

Estate Planning, Retirement Protection, Mortgage Protection, Life Insurance

Schedule a Call

+1.9165992573

Protecting Your Financial Legacy

Protecting Your Financial LegacyProtecting Your Financial LegacyProtecting Your Financial Legacy

Estate Planning, Retirement Protection, Mortgage Protection, Life Insurance

Schedule a Call

About JK West Agency

Our Mission

 At JK West, our mission is to provide individuals and families with peace of mind through personalized estate planning, retirement protection, mortgage protection, and life insurance solutions—protecting what matters most.

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Meet Jamie Kortan

 

Nothing brings me more joy than helping others and spending time with the people—and furry friends—I love. I’m a second-generation insurance broker, proud to follow in the footsteps of my father, who ran a successful agency for over 40 years.

Born and raised in Sacramento, I’ve built my life and career in the community I call home. I attended Sacramento State and raised two wonderful children who are now thriving adults. After spending 14 years as a stay-at-home mom, I was ready to pursue a meaningful, long-term career—one that allows me to truly make a difference.

Helping individuals and families protect what matters most is a responsibility I take seriously. I’m committed to understanding each client’s unique needs and goals to ensure they’re on the right path toward a secure future. It would be my honor to help you do the same.

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Explore Services

  At JK West, we specialize in helping individuals and families protect what matters most through a range of personalized financial and insurance solutions. Our services include estate planning, retirement and mortgage protection, structured installment sales to help reduce and defer capital gains taxes, and comprehensive life insurance options. We are committed to providing peace of mind at every stage of life through trusted, tailored guidance. Explore what we have to offer below.

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Structured Installment Sale Annuity

 Using guidelines set forth in IRC Section 453, Structured Installment Sales allow an individual the unique opportunity to defer their immediate tax obligation, by placing a portion of their net proceeds from the sale of real estate or a business into an fixed annuity product, with highly-rated life insurance carriers. Sellers can design a future payment schedule that meets their unique needs, realizing significant income growth through the investment, and paying a deferred tax obligation in the future year(s) when payments are received. 

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Schedule a call today!

+1.9165992573

Sacramento CA

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