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Jeff Hood
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.®
Field Manager - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(805) 225-9148(805) 225-9148
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Meet Jeff Hood
Personal Business Philosophy
Building strong relationships by assisting clients in achieving financial goals while educating and providing solutions for retirement.
licensed in
CA, TX
CA License: 0G46796
professional background
Joined Bankers Life in 2009Became a Financial Representative in 2015Began work in the Insurance Industry in 2009
designations received
Financial Representative Designations: Series 6,7,63,65, SIE
Jeff Hood, Bankers Life Agent and Bankers Life Securities Financial Representative in San Luis Obispo, CA
8:00 AM - 5:00 PM 8:00 AM - 5:00 PM 8:00 AM - 5:00 PM 8:00 AM - 5:00 PM 8:00 AM - 5:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(805) 784-0103(805) 784-0103
Direct Phone:
(805) 225-9148(805) 225-9148
Cell Phone:
(805) 712-6588(805) 712-6588
Branch Info
994 Mill St
Ste 250
San Luis Obispo, CA 93401
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | 8:00 AM - 5:00 PM |
| Tuesday | 8:00 AM - 5:00 PM |
| Wednesday | 8:00 AM - 5:00 PM |
| Thursday | 8:00 AM - 5:00 PM |
| Friday | 8:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
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Wealth Management Services
Whether you're building wealth, protecting your family, or preserving your assets, our wealth management services are tailored to your goals—now and for the long term.
Investment management
Receive expert guidance from financial advisors on asset allocation, market trends, and strategic decisions involving mutual funds and exchange-traded funds—tailored to your goals, risk tolerance, and time horizon.
Retirement planning
Create a personalized plan to help you save, invest, and generate income, bringing more clarity and confidence to your retirement years.
Education/College planning
Build a 529 plan funding strategy that ensures you're setting aside the right amount to support your children's or grandchildren’s education goals.
Cash flow planning
Track income and expenses to gain better control of your finances, so you can allocate excess cash toward your priorities and long-term goals.
Income planning
Design a reliable income strategy that supports your lifestyle—whether you're preparing for retirement or already enjoying it—using solutions such as variable annuities and other income-generating investments.
Insurance planning
Develop a protection strategy to safeguard your family and finances from the impact of unexpected life events, with solutions such as life insurance and long-term care insurance.
Additional Products & Services Offered in San Luis Obispo, CA
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.
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.
ExploreAnnuities
Learn how an annuity can help protect and grow your retirement savings.
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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 (7)
Insurance Calculators (7)
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 Jeff Hood
5.0
Rating 5.0
(4 Reviews)- March 17, 20255.0 out of 5.0Rating 5.0Great customer service. I am so impressed that he reached out to me to get me a significantly better price for my insurance!
- March 11, 20255.0 out of 5.0Rating 5.0GREAT
- March 11, 20255.0 out of 5.0Rating 5.0Jeff does a great job. He goes way beyond anyone that I have worked with with
- February 25, 20255.0 out of 5.0Rating 5.0We really appreciate all the help that Jeff has given us. We have no complaints!!!
Displaying reviews 1 - 1 out of the 4 most recent
Frequently Asked Questions
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 Jeff
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.
Meet Your Financial Advisor
Let’s start with a conversation. I’ll take the time to understand your goals, values, and vision for the future. Give me a call at (805) 712-6588 or fill out the form. I’ll be in touch soon.
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