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

5.0

(22 Reviews)Leave a Review

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Meet Juan Our Brands and Partners Explore Medicare Advantage Our Products & Services Reviews FAQs Insights

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Meet Juan Our Brands and Partners Explore Medicare Advantage Our Products & Services Reviews FAQs Insights

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

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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

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.

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.

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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

(22 Reviews)

Desiree T
October 22, 2024
5.0 out of 5.0
Rating 5.0
Great guy. Very helpful. Couldn’t ask for better service.
Sundus U
August 29, 2024
5.0 out of 5.0
Rating 5.0
Excellent service!
Diana R
June 18, 2024
5.0 out of 5.0
Rating 5.0
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
Christopher C
April 2, 2024
5.0 out of 5.0
Rating 5.0
Informative and professional
Carol H
March 12, 2024
5.0 out of 5.0
Rating 5.0
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.
Edward R
March 6, 2024
5.0 out of 5.0
Rating 5.0
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
Robert O.
March 22, 2023
5.0 out of 5.0
Rating 5.0
A very helpful guy with good information for me and my family all the time
Very nice guy
Arlene P.
February 11, 2023
5.0 out of 5.0
Rating 5.0
Great customer service
Edward C
January 6, 2023
5.0 out of 5.0
Rating 5.0
Can’t say enough good things about our experience with Juan. He was accessible, responsive, professional, and incredibly helpful.
Timothy W.
October 5, 2022
5.0 out of 5.0
Rating 5.0
very helpful
Harold M.
August 10, 2022
5.0 out of 5.0
Rating 5.0
Juan was a pleasure. He explained everything and answered all questions. Very personable.
Terri B.
June 17, 2022
5.0 out of 5.0
Rating 5.0
Juan was polite and professional.Answered any question I had.Good customer service.
Barbara R.
May 7, 2022
5.0 out of 5.0
Rating 5.0
Very knowledgeable and not at all pushy!! I oilcontinue to learn from him!
Laurie W.
March 30, 2022
5.0 out of 5.0
Rating 5.0
Very informative!
Laurie W.
March 2, 2022
5.0 out of 5.0
Rating 5.0
Very knowledgeable and personable !
Cindy C.
February 2, 2022
5.0 out of 5.0
Rating 5.0
great customer service and i rate you a 5
Michelle Q.
December 29, 2021
5.0 out of 5.0
Rating 5.0
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.
Maria M.
December 1, 2021
5.0 out of 5.0
Rating 5.0
Very nice I will recomend a friend who need help for Insurance
Margaret W.
November 28, 2021
5.0 out of 5.0
Rating 5.0
very informative and knowledgeable
Linda S.
October 13, 2021
5.0 out of 5.0
Rating 5.0
Great customer service

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FAQs

Long-term care is the type of assistance people need when they can no longer perform some or all basic activities of daily living (ADLs) which can include eating, bathing, continence, dressing, toileting and transferring (that is, moving in or out of a bed, chair or wheelchair). Long-term care needs typically arise as part of the normal aging process, but they also can be due to an injury or illness, such as multiple sclerosis, stroke or rheumatoid arthritis, or due to a cognitive impairment like Alzheimer’s disease. Medicare may not cover many of these costs associated with aging.

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