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Julian Lee
Financial Professional
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(480) 423-7525(480) 423-7525
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, 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
Branch Info
11811 N Tatum Blvd
Ste 1085
Phoenix, AZ 85028
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | 7:00 AM - 9:00 PM |
| Tuesday | 7:00 AM - 9:00 PM |
| Wednesday | 7:00 AM - 9:00 PM |
| Thursday | 7:00 AM - 9:00 PM |
| Friday | 7:00 AM - 9:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Request An Appointment
Products & Services Offered in Phoenix, AZ
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ExploreLife Insurance
Find out how life insurance can help protect the financial security of you and your family.![]()
ExploreMedicare Supplement Insurance
Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.![]()
ExploreLong-term Care Insurance
Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.
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
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Explore Medicare Advantage
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 5.0
(11 Reviews)- November 16, 20255.0 out of 5.0Rating 5.0Julian did an excellent job helping me with my retirement planning, which included setting up my medicare. He is well informed & well versed in financial planning, coupled with an always up-beat personality, he is a pleasure to work with. I would highly recommend his setvices. Thank you for all your assistance!
- October 21, 20255.0 out of 5.0Rating 5.0Julian is a very nice person. He helps me out with everything that has to do with Medicare. I would recommend him to anyone because he is honest, trustworthy, and I appreciate all the work he does for me and my wife.
- October 21, 20255.0 out of 5.0Rating 5.0I have been working with Julian for over 4 years and I have had a wonderful experience. He goes out of his way to my home, listens to me, explains to me how Medicare works and I am so pleased with him. So if you need someone to help you with Medicare, he is the person to get in touch with. Believe me you will not regret it!
- July 22, 20255.0 out of 5.0Rating 5.0Julian was incredibly helpful, professional, and easy to talk to. He took the time to explain everything clearly and made sure I understood all my options. I really appreciated how patient and knowledgeable he was throughout the process. Highly recommend working with him — a truly great experience!
- May 28, 20255.0 out of 5.0Rating 5.0Julian 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.
- October 27, 20235.0 out of 5.0Rating 5.0Very knowledgeable and easy to work with.
- October 27, 20235.0 out of 5.0Rating 5.0If 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.
- June 21, 20235.0 out of 5.0Rating 5.0Julian 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.
- April 24, 20225.0 out of 5.0Rating 5.0Great. So knowledgeable
- June 13, 20215.0 out of 5.0Rating 5.0Easy to work with, great customer service.
- May 19, 20215.0 out of 5.0Rating 5.0Great communication and customer service.
Displaying reviews 1 - 1 out of the 11 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.
Insights From Julian
Making Life Insurance part of your “Life” story
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.
The Living Benefits of Life Insurance
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.
Make a Plan for your Long-term Care
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Benefits of Long-term Care Insurance
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
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