Karen Souza

Financial Professional

Field Manager - Insurance Sales Representative - Bankers Life and Casualty Company

Direct Phone:

(203) 693-7023(203) 693-7023

5.0

(18 Reviews)Leave a Review

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

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

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

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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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Reviews

Reviews for Karen Souza

5.0

(18 Reviews)

Cristine B
October 31, 2024
5.0 out of 5.0
Rating 5.0
Professional, and took the time to explain my options.
Thank you!
Maryellen T
October 8, 2024
5.0 out of 5.0
Rating 5.0
Excellent knowledge of Medicare! Great service.
Sally B
April 4, 2024
5.0 out of 5.0
Rating 5.0
Very informative regarding policy.
Friendly and honest.
Amirah M
April 3, 2024
5.0 out of 5.0
Rating 5.0
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
Donna R
April 2, 2024
5.0 out of 5.0
Rating 5.0
The agent was detailed oriented for customer to be able to understand more about the policy and the benefits.
Maureen C
October 12, 2023
5.0 out of 5.0
Rating 5.0
Knowledgeable, and versatile in all aspects of my requests for products. Great personality and prompt service. Couldn't recommend her more highly.
Carolyn C
October 2, 2023
5.0 out of 5.0
Rating 5.0
Lee and Karen provided great customer service, very knowledgeable and experienced
Patricia Y
August 9, 2023
5.0 out of 5.0
Rating 5.0
Very easy to talk to knowledgeable,,courteous ,answered any questions
Janine H
April 5, 2023
5.0 out of 5.0
Rating 5.0
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.
Bettejean N
March 29, 2023
5.0 out of 5.0
Rating 5.0
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.
Jeffrey F.
March 8, 2023
5.0 out of 5.0
Rating 5.0
Great service
Doreen T.
January 27, 2023
5.0 out of 5.0
Rating 5.0
Great personal service.
Maryjane c
November 7, 2022
5.0 out of 5.0
Rating 5.0
She was very informative and helpful
clara r
October 25, 2022
5.0 out of 5.0
Rating 5.0
Extremely helpful and knowledgeable
Terry S.
April 10, 2022
5.0 out of 5.0
Rating 5.0
She knows her stuff.
Iren F.
January 10, 2022
5.0 out of 5.0
Rating 5.0
Karen is the best!
Michael C.
September 29, 2021
5.0 out of 5.0
Rating 5.0
I enjoyed speaking with Karen. She was patient and very helpful. She answered everything for me and got me started on a plan.
Laureen C.
June 2, 2021
5.0 out of 5.0
Rating 5.0
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 18 most recent

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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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