James Case

District Manager

For over two decades, James has been a trusted financial advisor and insurance expert in Idaho. With a deep understanding of the industry and a commitment to ethics, he provides personalized guidance to help clients make informed decisions and improve their financial well-being. James takes pride in educating his clients, ensuring they have the knowledge to secure a stable financial future.

Beyond his professional accomplishments, James is a devoted family man, married to Jacki for over 30 years. Together, they have raised four children grounded in the values of service and community. Now, with two grandchildren, James cherishes the importance of family and traditional Idaho values. Choosing James as your advisor means entrusting your financial future to a man of integrity who understands the significance of hard work and ethical practices, both in business and family life.

James Case

District Manager

For over two decades, James has been a trusted financial advisor and insurance expert in Idaho. With a deep understanding of the industry and a commitment to ethics, he provides personalized guidance to help clients make informed decisions and improve their financial well-being. James takes pride in educating his clients, ensuring they have the knowledge to secure a stable financial future.

Beyond his professional accomplishments, James is a devoted family man, married to Jacki for over 30 years. Together, they have raised four children grounded in the values of service and community. Now, with two grandchildren, James cherishes the importance of family and traditional Idaho values. Choosing James as your advisor means entrusting your financial future to a man of integrity who understands the significance of hard work and ethical practices, both in business and family life.

James Case

District Manager

For over two decades, James has been a trusted financial advisor and insurance expert in Idaho. With a deep understanding of the industry and a commitment to ethics, he provides personalized guidance to help clients make informed decisions and improve their financial well-being. James takes pride in educating his clients, ensuring they have the knowledge to secure a stable financial future.

Beyond his professional accomplishments, James is a devoted family man, married to Jacki for over 30 years. Together, they have raised four children grounded in the values of service and community. Now, with two grandchildren, James cherishes the importance of family and traditional Idaho values. Choosing James as your advisor means entrusting your financial future to a man of integrity who understands the significance of hard work and ethical practices, both in business and family life.

About Legacy Insurance and Financial Services

Your trusted local guide to retirement planning. No call centers, no brand reps—just me, your dedicated agent, here to help you connect the dots and claim what’s yours. Backed by a Master Brokerage with access to hundreds of top-rated companies, I tailor strategies that optimize your retirement savings, Social Security, Medicare, and more. Whether it’s life insurance, long-term care, veteran benefits, or debt elimination, I’m here to protect what matters most. I listen, personalize, and stay by your side—today and into your future. Let’s begin.

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Protect and maximize retirement savings income. Perfect Social Security strategies. Sharpen savings & eliminate debt.

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Specific to Medicare Plans, We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. We do offer coverage in most states, representing over 130 organizations which offer over 300 different plans throughout the United States. Contact one of our agents to learn more about what companies and plans we represent in your area.