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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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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
FL License: G096203
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
Branch Info
185 Plains Rd
Ste 205W
Milford, CT 06461
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | 9:00 AM - 5:00 PM |
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 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 Milford, CT
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.
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 Juan Muniz
5.0
Rating 5.0
(37 Reviews)- January 13, 20265.0 out of 5.0Rating 5.0Every thing was explained clearly and I was able to understand the whole situation. Juan is very personable and professional and has been very helpful.
- December 20, 20255.0 out of 5.0Rating 5.0Juan is very helpful with his suggestions
I am very comfortable receiving & accepting
Advise from him. I feel he has my best interest when giving guidance on choices
he feels are right for my situation. - November 4, 20255.0 out of 5.0Rating 5.0Always straight forward with what we needed to do with my health insurance and investment
- September 30, 20255.0 out of 5.0Rating 5.0Very informative. Good listener.
- August 12, 20255.0 out of 5.0Rating 5.0Professional, Friendly, Listens Carefully, Patient, Provides Professional Advise, Knowledgeable
- April 8, 20255.0 out of 5.0Rating 5.0Very polite and great professional!
- April 3, 20255.0 out of 5.0Rating 5.0Juan is a very polite and very professional person. I feel very happy having him helping me.
- March 18, 20255.0 out of 5.0Rating 5.0Juan is an excellent Agent! He helps you out as much as he can and very polite and knows what he is talking about! I am so glad he is our Agent!
- March 4, 20255.0 out of 5.0Rating 5.0Couldn’t ask for better.
- February 4, 20255.0 out of 5.0Rating 5.0Excellent Financial Representative!! Thank you! Juan is smart, dependable, approachable and takes the time necessary to help make decisions that you are best for you!
- January 1, 20255.0 out of 5.0Rating 5.0Juan is extremely knowledgeable
- December 31, 20245.0 out of 5.0Rating 5.0great person
- December 31, 20245.0 out of 5.0Rating 5.0Always there for me with a smile and knowledge Thank You
- December 10, 20245.0 out of 5.0Rating 5.0So fast and comfortable to work with.
- November 28, 20245.0 out of 5.0Rating 5.0yes
- October 22, 20245.0 out of 5.0Rating 5.0Great guy. Very helpful. Couldn’t ask for better service.
- August 29, 20245.0 out of 5.0Rating 5.0Excellent service!
- June 18, 20245.0 out of 5.0Rating 5.0Juan 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 - April 2, 20245.0 out of 5.0Rating 5.0Informative and professional
- March 12, 20245.0 out of 5.0Rating 5.0Juan 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.
Displaying reviews 1 - 1 out of the 20 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 Juan
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 (203) 231-6095 or fill out the form. I’ll be in touch soon.
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