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Julian Lee

Financial Professional
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(480) 423-7525(480) 423-7525
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Julian LeeInsurance Sales Representative, Phoenix, AZ

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Meet Julian Lee
Personal Business Philosophy
My goal is to offer solutions that meet your needs today and for the life of your retirement. I believe in building a personal relationship with you as my client, so I can better understand your retirement goals and help you get there with confidence and peace of mind.
licensed in
AZ, CA, KS, PA
professional background
Began work in the Insurance Industry in 2019
designations received
Company Recognitions: SNA
personal background
Community Involvement: 5 years volunteered at a Non-Profit

Julian Lee, Bankers Life Agent in Phoenix, AZ

Open Now - Closes at 9:00 PM
Contact Me
Office Phone:
(480) 609-6741(480) 609-6741
Direct Phone:
(480) 423-7525(480) 423-7525
Cell Phone:
(602) 510-0072(602) 510-0072
julian.lee@bankerslife.com
Branch Info
11811 N Tatum Blvd
Ste 1085
Phoenix, AZ 85028
US
Hours
Day of the WeekHours
Monday7:00 AM - 9:00 PM
Tuesday7:00 AM - 9:00 PM
Wednesday7:00 AM - 9:00 PM
Thursday7:00 AM - 9:00 PM
Friday7:00 AM - 9:00 PM
SaturdayClosed
SundayClosed

Products & Services Offered in Phoenix, AZ

  • Life Insurance

    Find out how life insurance can help protect the financial security of you and your family.
    Explore
  • Medicare Supplement Insurance

    Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
    Explore
  • Long-term Care Insurance

    Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.
    Explore
  • Annuities

    Learn how an annuity can help protect and grow your retirement savings.
    Explore

Financial Calculators & Tools

Our calculators are here to help support your retirement and insurance planning needs so you can make confident and informed decisions.
Retirement Calculators
Insurance Calculators
  • How Long Will My Retirement Savings Last?

    Determine how long your retirement savings may last considering your monthly spending, sources of income, inflation and more.
  • Estimate Social Security Benefits

    Estimate your future Social Security benefits based on your income history and expected retirement age.
  • Traditional 401(k) or Roth 401(k)?

    How do traditional 401(k) and Roth 401(k) contributions differ, and which option best suits your financial needs?
  • Retirement Income Estimator

    Input your current savings and income sources to estimate your future retirement income and assess if you’re on track to meet your goals.
For information and educational purposes only. Does not constitute investment advice or a recommendation.

Forget Me Not Days

At Bankers Life, our insurance agents and associates witness firsthand the impact that Alzheimer’s and dementia have on our customers, their families and their caregivers. That’s why we established Bankers Life Forget Me Not Days®, our nationwide fundraising campaign to benefit the Alzheimer’s Association®. This June marks the 23rd anniversary of the campaign. Since 2003, we’ve helped raise more than $7.8 million for the Alzheimer’s Association through the Forget Me Not Days campaign and corporate donations.

Explore Medicare Advantage

You have many choices when it comes to Medicare – Let us help you compare Medicare Advantage plans to find the right coverage for you. Medicare Advantage (Part C) is an all-in-one alternative to Original Medicare Parts A and B.


Let's Talk About Your Plans for Long-Term Care!

As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?

Reviews

Reviews for Julian Lee

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(7 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Julian was incredibly thorough and covered every single question that we had. Thank you for the time that you took to go into depth. Really really enjoyed meeting you and you made it very easy for us to know which product was right for us. I shared with my mom as I was walking out that it’s going to be extremely easy to refer you. I always love when I feel confident enough in the people that I’ve worked with to send my friends to.
Displaying reviews 1 - 1 out of the 7 most recent

FAQs

Our Brands and Partners

Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.

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Insights From Julian
Featured Videos
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Featured Videos
Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!
Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!
Featured Videos
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insu...
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
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