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Juan Muniz

Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Field Director - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(203) 693-7055(203) 693-7055
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Juan MunizFinancial Advisor, Milford, CT

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Meet Juan Muniz
Personal Business Philosophy
Building strong relationships by assisting clients in achieving financial goals while educating and providing solutions for retirement.
licensed in
CT, FL, NJ, NY
professional background
Joined Bankers Life in 2018Became a Financial Representative in 2022Began work in the Insurance Industry in 2018Education: Bachelor's Degree from UCONN
designations received
Financial Representative Designations: Series 7, Series 66
personal background
Family: Married with 2 ChildrenCommunity Involvement: Greater Milford BNI, Alzheimer's Association

Juan Muniz, Bankers Life Agent and Bankers Life Securities Financial Representative in Milford, CT

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:
(203) 877-7100(203) 877-7100
Direct Phone:
(203) 693-7055(203) 693-7055
Cell Phone:
(203) 231-6095(203) 231-6095
juan.muniz@bankerslife.com
Branch Info
185 Plains Rd
Ste 205W
Milford, CT 06461
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 Milford, CT

  • 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.
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  • 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.
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  • Annuities

    Learn how an annuity can help protect and grow your retirement savings.
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  • 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.
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  • Advisory Services

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

Reviews for Juan Muniz

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(20 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Juan and his assistant Albi were beyond professional! They spoke terms I was able to understand, there was no hidden agenda, no strings attached and no surprises!
    Thank you gentlemen for a pleasant experience.
    Diana R
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Informative and professional
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Juan is very knowledgeable and matched up my needs to the perfect medical plan. He also set me up with a life insurance plan I could afford.
    Juan has a great personality and he is very accommodating. I will definitely continue to work with Juan in the future.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Juan Muniz is a professional and knowledgeable agent. He is very respectful and makes information clear and easy to understand. We highly recommend Mr.Muniz
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    A very helpful guy with good information for me and my family all the time
    Very nice guy
  • 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
    Can’t say enough good things about our experience with Juan. He was accessible, responsive, professional, and incredibly helpful.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    very helpful
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Juan was a pleasure. He explained everything and answered all questions. Very personable.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Juan was polite and professional.Answered any question I had.Good customer service.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable and not at all pushy!! I oilcontinue to learn from him!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very informative!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable and personable !
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    great customer service and i rate you a 5
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Juan is a wonderful nice person well knowledge on what’s going on with his Clients,Medicare and Bankers, always in contact to let me know about changes or upcoming changes Juan been a blessing to my retirement which was not very easy for me which Juan made retirement so much less stressful. If I have questions or concerns I can text/call him and he will get right back to me Juan is more a 5 star I give Juan 10 ⭐️ ⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️ for going far and beyond.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very nice I will recomend a friend who need help for Insurance
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    very informative and knowledgeable
  • 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
    very attentive to my needs
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great service
Displaying reviews 1 - 1 out of the 20 most recent

FAQs

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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