Jimmie Gates, Gates Insurance
Jimmie Gates is the owner of Gates Insurance, where he specializes in helping individuals, families, and business owners create secure, tax-efficient retirement strategies. With years of experience in the financial services industry, Jimmie is known for delivering personalized solutions that protect wealth, maximize income, and provide peace of mind.
At Gates Insurance, Jimmie focuses on IRA income and exit planning, guiding clients through the complexities of qualified funds and required minimum distributions (RMDs). His strategies often include planning with annuities, cash value life insurance plans, and designing income solutions for those with farms or passive real estate income. By integrating these tools, he helps clients balance growth potential with long-term stability.
In addition to retirement income planning, Jimmie provides Social Security optimization strategies and helps clients prepare for the rising costs of long-term care (LTC). For those seeking guaranteed income, he designs immediate annuity income plans tailored to meet lifetime financial needs.
Jimmie’s approach combines financial expertise with a deep commitment to his clients’ goals. He believes every client deserves a clear, customized roadmap for retirement—one that prioritizes safety, income security, and legacy protection.
Through Gates Insurance, Jimmie Gates has built a reputation as a trusted financial professional who values education, transparency, and integrity. Whether you’re preparing for retirement, managing RMDs, or exploring ways to protect your family’s future, Jimmie is dedicated to helping you make informed decisions with confidence.
🔷 Resident License: Kentucky 🔷 E&O Coverage: Active 🔷 Experience: 10+ Years 🔷 Regulatory History: No Issues 🔷 Planning Approach: Suitability-Based 🔷 Focus Areas: Medicare, Retirement Income Planning, Wealth Transfer & Legacy Planning, Life insurance 🔷 Fee Disclosure: Provided Upon Request | Self-Reported by Advisor | SafeMoney.com Does Not Independently Verify Credentials
