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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
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, SC
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
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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Products & Services Offered in Milford, CT
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ExploreLife Insurance
Find out how life insurance can help protect the financial security of you and your family.![]()
ExploreMedicare 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.
Financial Calculators & Tools
Our calculators are here to help support your retirement and insurance planning needs so you can make confident and informed decisions.
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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 Karen Souza
5.0
Rating 5.0
(28 Reviews)- November 18, 20255.0 out of 5.0Rating 5.0Karen is the ultimate professional. She knows the insurance business in and out. She’s really looking out for me. I’m happy to have her as my agent.
- November 18, 20255.0 out of 5.0Rating 5.0Karen is personal and professional at seeing that I have the best coverage for my needs. Very grateful for her help
- November 17, 20255.0 out of 5.0Rating 5.0Karen is the best! Full of information about insurance updates and changes! And so pleasant to talk to.
- October 15, 20255.0 out of 5.0Rating 5.0It was a great pleasure to work with Karen, she is very knowledgeable and patient in explaining the various policies available. She certainly made it easy for me to decide on what I felt was best for me at this time
- September 9, 20255.0 out of 5.0Rating 5.0Karen gave great customer service to me!!! She gave me all the info I needed & then some. Highly recommend her!!! She's the greatest!!! ✨️❤️
- August 20, 20255.0 out of 5.0Rating 5.0Miss Souza is absolutely great she explained everything in detail about Medicare and she is very knowledgeable about all involving insurance
I highly recommend her as a guide in these matters very pleased - April 29, 20255.0 out of 5.0Rating 5.0Always great service!
- January 24, 20255.0 out of 5.0Rating 5.0Great customer service very helpful
- December 30, 20245.0 out of 5.0Rating 5.0Karen Souza Is very knowledgeable and explains things in a way that's easy to understand. I appreciate that she took the time to answer all of our questions and was very patient. She was very respectful of my needs, and pleasant to deal with.
- November 15, 20245.0 out of 5.0Rating 5.0The team was a wealth of knowledge and made me feel very safe and comfortable with my investment
- October 31, 20245.0 out of 5.0Rating 5.0Professional, and took the time to explain my options.
Thank you! - October 8, 20245.0 out of 5.0Rating 5.0Excellent knowledge of Medicare! Great service.
- April 4, 20245.0 out of 5.0Rating 5.0Very informative regarding policy.
Friendly and honest. - April 3, 20245.0 out of 5.0Rating 5.0Great 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
- April 2, 20245.0 out of 5.0Rating 5.0The agent was detailed oriented for customer to be able to understand more about the policy and the benefits.
- October 12, 20235.0 out of 5.0Rating 5.0Knowledgeable, and versatile in all aspects of my requests for products. Great personality and prompt service. Couldn't recommend her more highly.
- October 2, 20235.0 out of 5.0Rating 5.0Lee and Karen provided great customer service, very knowledgeable and experienced
- August 9, 20235.0 out of 5.0Rating 5.0Very easy to talk to knowledgeable,,courteous ,answered any questions
- April 5, 20235.0 out of 5.0Rating 5.0Karen 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.
- March 29, 20235.0 out of 5.0Rating 5.0Karen 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.
Displaying reviews 1 - 1 out of the 20 most recent
FAQs
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 Karen
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.
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