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Travis Loughridge
Financial Advisor, Bankers Life Advisory Services, Inc.
Agency Director - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(805) 724-3033(805) 724-3033
Travis LoughridgeFinancial Advisor, Bankers Life Advisory Services, Inc., San Luis Obispo, CA
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Meet Travis Loughridge
Personal Business Philosophy
Dedicated to helping clients with their financial goals as they prepare for retirement. Being a trusted partner and advocate by providing solutions and options that are in my clients best interest.
licensed in
CA
CA License: 0E19846
professional background
Joined Bankers Life in 2015Began work in the Insurance Industry in 2003Education: American College, SBCC, University of Phoenix.
designations received
Company Recognitions: 2015 "Rookie of the Year", 2016 Top Gun Graduate, 2023 Agent of the YearInsurance Designations: Certified Long Term Care: CLTCFinancial Representative Designations: Uniform Exam: Series 65
Travis Loughridge, Bankers Life Agent and Bankers Life Securities Financial Representative in San Luis Obispo, CA
9:00 AM - 6:00 PM 9:00 AM - 6:00 PM 9:00 AM - 6:00 PM 9:00 AM - 6:00 PM 9:00 AM - 6:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(805) 784-0103(805) 784-0103
Direct Phone:
(805) 724-3033(805) 724-3033
Cell Phone:
(805) 636-2911(805) 636-2911
Branch Info
994 Mill St
Ste 250
San Luis Obispo, CA 93401
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | 9:00 AM - 6:00 PM |
| Tuesday | 9:00 AM - 6:00 PM |
| Wednesday | 9:00 AM - 6:00 PM |
| Thursday | 9:00 AM - 6:00 PM |
| Friday | 9:00 AM - 6:00 PM |
| Saturday | Closed |
| Sunday | Closed |
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Products & Services Offered in San Luis Obispo, CA
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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.![]()
ExploreBrokerage Services
As a Financial Representative through Bankers Life Securities, Inc., I provide investment options including variable annuities, mutual funds, and equity and fixed income securities.![]()
ExploreAdvisory Services
As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
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 Travis Loughridge
5.0
Rating 5.0
(10 Reviews)- August 19, 20255.0 out of 5.0Rating 5.0Appreciate his level of service and taking the time to get to know my situation. The best!
- August 5, 20255.0 out of 5.0Rating 5.0Awesome person, Always a pleasure to talk to very professional and helpful
- April 29, 20255.0 out of 5.0Rating 5.0Travis is a very helpful, knowledgeable young man. He makes my husband and I feel confident/comfortable when helping us make life decisions.
- April 18, 20255.0 out of 5.0Rating 5.0He took the time to make sure I understood what we were going to do. Tyvm Travis
- April 16, 20255.0 out of 5.0Rating 5.0Travis definitely cares about his customers and his effectiveness and helping them. He goes to great lengths to be sure that all bases are covered and that as a client, you are satisfied with his service, and your policy.
We both appreciate his thoroughness, and extraordinary attention to being sure that as Medicare recipients, we have no loopholes and are only signed up for what we really wanted.
We recommend Travis as an agent, and we both believe that you will find him on top of any issues. - April 9, 20255.0 out of 5.0Rating 5.0Very helpful in helping me sort out my retirement options.
- January 7, 20255.0 out of 5.0Rating 5.0Excellent service: Travis provided detailed information about different insurance products. We felt confident with our purchase and will definitely consider Banker's Life for our future financial security needs.
- December 19, 20245.0 out of 5.0Rating 5.0Travis is totally knowledgeable on Insurance matters and knows and talks the truth In such a manner that is easy to understand. I felt very comfortable with Travis in discussing my insurance needs and I highly recommend him to my friends and anyone that needs an agent.
- October 15, 20245.0 out of 5.0Rating 5.0Helpful and knowledgeable
- July 26, 20245.0 out of 5.0Rating 5.0Very Helpful
Displaying reviews 1 - 1 out of the 10 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 Travis
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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