agent picture

Richard Gregory

Unit Field Trainer - Insurance Sales Representative, Bankers Life and Casualty Company
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Direct Phone:
(561) 494-7342(561) 494-7342
Leave a Referral
agent picture

Richard GregoryFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., West Palm Bch, FL

request apt form icon
quote form icon
Meet Richard Gregory
Personal Business Philosophy
Engaging with clients to help organize and build on their financial goals as they plan and near retirement. Being a trusted partner and advocate through focusing on client needs and their priorities.
licensed in
CT, FL, ME, NJ, NY, PA
FL License: W306368
professional background
Joined Bankers Life in 2014Began work in the Insurance Industry in 1982Education: Boston University, B.S; Saint Peter's University
personal background
Family: Married with three childrenCommunity Involvement: Active in community. Coached 26 different youth teams; Lacrosse, Hockey and Football. Vestry Member Saint Luke's Parish

Richard Gregory, Bankers Life Agent and Bankers Life Securities Financial Representative in West Palm Bch, FL

9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(561) 689-3592(561) 689-3592
Direct Phone:
(561) 494-7342(561) 494-7342
Cell Phone:
(646) 209-3757(646) 209-3757
richard.gregory@bankerslife.com
Branch Info
1601 Belvedere Rd
Ste 301S
West Palm Bch, FL 33406
US
Hours
Day of the WeekHours
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
SaturdayClosed
SundayClosed

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 West Palm Bch, FL

  • 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
  • Brokerage 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.
    Explore
  • Advisory Services

    As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
    Explore
Reviews

Reviews for Richard Gregory

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
    Richard is prompt, thorough and he found the ideal Medicare plan for my personal needs. He was patient and kind in explaining my policy and I can reach him quickly if I need assistance. I highly recommend his services. I am very pleased!!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Richard is a knowledgeable professional an excellent person.
    He has helping me with Medicare as well as long term health insurance, making easy to understand these matters. I will highly recommend him.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Not only a great friend, Richard has provided me and my wife with outstanding service. He made all the confusing Medicare stuff simple.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Richard is a true PROFESSIONAL!He answers all concerns clearly making it understandable for the client! It is reassuring to know he has your best interest at heart! I would highly recommend Richard to all moving into the medicare phase of life! He has been an enormous help to me!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I value his expertise, follow-through and excellent client service.
Displaying reviews 1 - 1 out of the 6 most recent

FAQs

Insights From Richard
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?

Act Now For Your Free No-Obligation Quote