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Julian Lee

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

7:00 AM - 9:00 PM 7:00 AM - 9:00 PM 7:00 AM - 9:00 PM 7:00 AM - 9:00 PM 7:00 AM - 9:00 PMClosed Today Closed Today
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
Get directions to Julian Lee, Bankers Life Agent at 11811 N Tatum Blvd Phoenix, AZ

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.

  • Bankers Life Logo
  • Colonial Penn Logo
  • Washington National Logo

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 22nd anniversary of the campaign. Since 2003, we’ve helped raise nearly $7.5 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 – I can 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. * It offers similar coverage, and with the optional benefit of prescription drug coverage (Part D). * Medicare Advantage Plans include an annual maximum out of pocket limit, and some plans offer premiums as low as $0 per month.


Products & Services Offered in Phoenix, AZ

  • Life Insurance

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

    Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
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  • 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.
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  • Annuities

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

Reviews for Julian Lee

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(6 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable and easy to work with.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    If you are looking for someone to guide you through the Medicare process, I highly recommend Julian. He was always available and worked with us on our schedule. He is very knowledgeable about Medicare and gave us great options. He is organized and calls you when he says he will call you. We are looking forward to working with him for many years.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Julian is the best! I was extremely anxious about this process, and he explained everything really well and walked me through the process of choosing and enrolling in the right program for me.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great. So knowledgeable
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Easy to work with, great customer service.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great communication and customer service.
Displaying reviews 1 - 1 out of the 6 most recent

FAQs

Insights From Julian
Featured Videos
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits...
Life insurance that pays benefits while you’re living?
Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
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.
Featured Videos
Bankers Life and Casualty Company clients Rick and Jan Tshudy of Palmyra, Pennsylvania share their story about choosing critical illness insurance.
Bankers Life and Casualty Company clients Rick and Jan Tshudy of Palmyra, Pennsylvania share their story about choosing critical illness insurance.

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?

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