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James Myers
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.®
Field Manager - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(386) 882-9728(386) 882-9728
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Meet James Myers
Personal Business Philosophy
Dedicated to helping clients with their financial goals as they prepare for retirement. Seeking to be a trusted advisor in providing solutions that are in the best interest of the clients I serve.
licensed in
FL
FL License: W584672
professional background
Joined Bankers Life in 2019Became a Financial Representative in 2020Began work in the Insurance Industry in 2019Education: Stetson University BBA Management
designations received
Financial Representative Designations: Limited Securities Representative: Series 6, State Registrations: Series 63, Uniform Exam: Series 65, Securities Industry Essentials®: SIE®
personal background
Family: Married to Tina with two children, Ashley and MattCommunity Involvement: Florida Sheriff's Association
James Myers, Bankers Life Agent and Bankers Life Securities Financial Representative in Daytona Beach, FL
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:
(386) 689-1030(386) 689-1030
Direct Phone:
(386) 882-9728(386) 882-9728
Cell Phone:
(386) 689-1030(386) 689-1030
Branch Info
444 Seabreeze Blvd
Ste 400
Daytona Beach, FL 32118
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 |
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 Daytona Beach, FL
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 James Myers
5.0
Rating 5.0
(7 Reviews)- July 10, 20255.0 out of 5.0Rating 5.0Jim is a very nice professional guy. He explained everything to us about insurance. He’s just wonderful. I’m glad to have him on our side.
- July 8, 20255.0 out of 5.0Rating 5.0More than just a company representative, Jim is thoughtful, thorough, and makes sure you understand and are comfortable with your financial planning decisions.
- July 3, 20255.0 out of 5.0Rating 5.0When I was nearing 65, I was confused by the more than 200 recruiting letters from every state in the union. About a month before I had to make a decision, I got a knock on my door. It was Jim. I told him he was right on time. I invited him in. He gave me an education and got me into the right program. He didn't try to sell me anything I didn't need. Jim's a solid citizen and also, a really good guy.
- July 3, 20255.0 out of 5.0Rating 5.0Great customer service and very knowledgeable.
- June 13, 20255.0 out of 5.0Rating 5.0It was a pleasure meeting Jim and doing business with him. He was very knowledgeable and helpful in our discussion making. We look forward to working with Jim and moving forward with the future of our plans
- March 4, 20255.0 out of 5.0Rating 5.0I was very pleased with Jim Myers' level of professionalism. He always returns my calls and answers all of my questions. I will definitely recommend him to all of my family and friends. 5 stars!!
- October 17, 20235.0 out of 5.0Rating 5.0Jim Myers has helped me in so many ways with my retirement planning and Medicare. I highly recommend him to anyone.
Displaying reviews 1 - 1 out of the 7 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 James
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 (386) 689-1030 or fill out the form. I’ll be in touch soon.
Act Now For Your Free No-Obligation Quote