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Karen Souza

Financial Professional
Field Manager - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(203) 693-7023(203) 693-7023
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Karen SouzaField Manager - Insurance Sales Representative, Milford, CT

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Meet Karen Souza
Personal Business Philosophy
My goal is to offer solutions that meet your needs today and for the life of your retirement. I believe in building a personal relationship with you as my client, so I can better understand your retirement goals and help you get there with confidence and peace of mind.
licensed in
CT, NY
professional background
Joined Bankers Life in 2019Began work in the Insurance Industry in 2019Education: BA- Rhode Island College, JD Law Degree- Temple University
personal background
Community Involvement: Volunteer Connecticut Hospice, Board of Directors Big Brothers Big Sisters of SWCT

Karen Souza, Bankers Life Agent 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) 693-7023(203) 693-7023
Cell Phone:
(203) 671-0342(203) 671-0342
karen.souza@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
Get directions to Karen Souza, Bankers Life Agent at 185 Plains Rd Milford, CT

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.

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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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Reviews

Reviews for Karen Souza

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(16 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very informative regarding policy.
    Friendly and honest.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great personality wonderful spirit love doing business with her great communication very easy to talk to, and I deeply appreciate her Why she handled her business she is an asset to the company
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    The agent was detailed oriented for customer to be able to understand more about the policy and the benefits.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Knowledgeable, and versatile in all aspects of my requests for products. Great personality and prompt service. Couldn't recommend her more highly.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Lee and Karen provided great customer service, very knowledgeable and experienced
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very easy to talk to knowledgeable,,courteous ,answered any questions
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Karen has been a pleasure to work with. She's very thorough with providing information. I appreciate Karen's willingness to answer all of my questions and allowing me the time needed to make an informed decision on my needs.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Karen was very honest and transparent about the life insurance she was offering me. I appreciate that. She explained All the details and did not pressure me into purchasing any policy. I liked her presentation and personality right away. I hope we can keep in touch. 5 stars for this gal.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great service
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great personal service.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    She was very informative and helpful
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Extremely helpful and knowledgeable
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    She knows her stuff.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Karen is the best!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I enjoyed speaking with Karen. She was patient and very helpful. She answered everything for me and got me started on a plan.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Karen is the best , A+ Customer Service, sincere, friendly , very knowledgeable, very happy I met her for my financial needs. World needs more people like Karen!
Displaying reviews 1 - 1 out of the 16 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?

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