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Alan Mitchell

Financial Professional
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(510) 877-6010(510) 877-6010
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Alan MitchellInsurance Sales Representative, Pleasanton, CA

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Meet Alan Mitchell
Personal Business Philosophy
Helping my clients protect their financial security as they plan for retirement is important to me. I recognize that my clients’ needs and priorities change over time, and I am dedicated to being there to serve them with integrity every step of the way.
licensed in
CA
CA License: 0H97153
professional background
Began work in the Insurance Industry in 2013Education: AS Biology Sacramento City College, AA Dental Hygiene Chabot City College
personal background
Family: A Triplet and loving son/brother
additional languages
English

Alan Mitchell, Bankers Life Agent in Pleasanton, CA

Closed - Opens at 9:00 AM Monday
Contact Me
Office Phone:
(510) 569-1000(510) 569-1000
Direct Phone:
(510) 877-6010(510) 877-6010
alan.mitchell@bankerslife.com
Branch Info
5000 Hopyard Rd
Ste 170
Pleasanton, CA 94588
US
Hours
Day of the WeekHours
SaturdayClosed
SundayClosed
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM

Products & Services Offered in Pleasanton, CA

  • 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.

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

Customer Reviews for Pleasanton, CA

4.8
Rating 4.8full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(38 Reviews)
  • Brenda G
    April 2, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent customer service -- she is a breath of fresh air, great listener with my concerns
    Excellent customer service -- she is a breath of fresh air, great listener with my concerns
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  • Tracy F
    March 24, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Reggie was amazing. He boiled down the complex world of Medicare really well and also navigated my decisions about COBRA for the rest of my family. I could not have asked for better service.
    Reggie was amazing. He boiled down the complex world of Medicare really well and also navigated my decisions about COBRA for the rest of my family. I could not have asked for better service.
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  • Nashaun W
    January 14, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very easy to talk to.
    Great customer service
    Very informative
    Very easy to talk to.
    Great customer service
    Very informative
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  • Carla W
    November 26, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Winndel is great Agent very attentive and informative.
    Winndel is great Agent very attentive and informative.
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  • Brenda L
    November 13, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Customer service was excellent. I deeply appreciate it his knowledge of the products that were available. He took great care and making sure I found the set of products that perfectly met my needs.
    Customer service was excellent. I deeply appreciate it his knowledge of the products that were available. He took great care and making sure I found the set of products that perfectly met my needs.
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  • Lisa P
    April 4, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Glad to have peace of mind and the help to get my plans in place.
    Glad to have peace of mind and the help to get my plans in place.
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  • Stuart S
    April 11, 2023
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Zula Hamilton, Bankers Life Agent, gave an excellent life insurance presentation! She is very professional and knowledgeable of all the company's policies. She assisted us for our retirement. We highly recommend her services.
    Zula Hamilton, Bankers Life Agent, gave an excellent life insurance presentation! She is very professional and knowledgeable of all the company's policies. She assisted us for our retirement. We highly recommend her services.
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  • Corina A.
    September 22, 2022
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Awesome customer service
    Awesome customer service
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  • Lela B.
    June 1, 2022
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great follow through.Easy to work with. Very nice person.
    Great follow through.Easy to work with. Very nice person.
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  • Alvin J.
    March 26, 2022
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    It was nice and trust
    It was nice and trust
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  • Tavares W.
    March 9, 2022
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Gud loving person professional when she working wit you I enjoy company
    Gud loving person professional when she working wit you I enjoy company
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  • Barbara M.
    October 21, 2021
    4.0 out of 5.0
    Rating 4.0full star ratingfull star ratingfull star ratingfull star rating
    Reggie was easy to talk to. He was able to answer my questions. He didn’t make me feel foolish over any questions l asked concerning my policy.
    Reggie was easy to talk to. He was able to answer my questions. He didn’t make me feel foolish over any questions l asked concerning my policy.
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  • Adriana M.
    July 30, 2021
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    She is really very personable. Enjoyed working with her.
    She is really very personable. Enjoyed working with her.
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  • Bruce W.
    July 22, 2021
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer services
    Great customer services
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  • Gwendolyn H.
    July 8, 2021
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent
    Excellent
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  • Andre H.
    June 10, 2021
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service and communication skills
    Great customer service and communication skills
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  • Charlotte M.
    February 8, 2021
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service
    Great customer service
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  • Jose L.
    February 2, 2021
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Super great service and attention
    Super great service and attention
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  • Maria N.
    January 7, 2021
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very informed and explained everything thoroughly
    Very informed and explained everything thoroughly
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  • Kathryn W.
    December 15, 2020
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great
    Great
    Read More
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Displaying reviews 1 - 4 out of the 20 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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  • Colonial Penn Logo
  • Washington National Logo
Insights From Alan
Featured Videos
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve. Someone may need long...
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve. Someone may need long-term care if they can no longer perform activities of daily living on their own (such as eating, bathing, dressing, or taking medications). These assisted care needs usually arise as part of the normal aging process, but can also occur as a result of injury, illness, or cognitive impairment. Long-term care can be costly and Medicare may not cover many of the expenses. Long-term care insurance pays benefits for assisted care services received at a facility or at home
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve. Someone may need long-term care if they can no longer perform activities of daily living on their own (such as eating, bathing, dressing, or taking medications). These assisted care needs usually arise as part of the normal aging process, but can also occur as a result of injury, illness, or cognitive impairment. Long-term care can be costly and Medicare may not cover many of the expenses. Long-term care insurance pays benefits for assisted care services received at a facility or at home
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.
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