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Shawn Finitz

Financial Representative, Bankers Life Securities, Inc.
Managing Director - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(386) 882-9713(386) 882-9713
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Shawn FinitzFinancial Representative, Bankers Life Securities, Inc., Daytona Beach, FL

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Meet Shawn Finitz
Personal Business Philosophy
Building strong relationships by assisting clients in achieving financial goals while educating and providing solutions for retirement.
licensed in
FL
FL License: D069953
professional background
Joined Bankers Life in 2001Became a Financial Representative in 2017Began work in the Insurance Industry in 2001Education: State University of NY College at Buffalo, B.S.
designations received
Insurance Designations: Certified Long Term Care
personal background
Family: My wife, Lori, four daughters, and three granddaughtersCommunity Involvement: Tomoka Christian Church, Stetson University Employer Advisory Board Member, Daytona Chamber of CommerceMilitary Service: Four years active duty in U.S. Air Force

Shawn Finitz, Bankers Life Agent and Bankers Life Securities Financial Representative in Daytona Beach, FL

Open Now - Closes at 5:00 PM
Contact Me
Office Phone:
(386) 615-5100(386) 615-5100
Direct Phone:
(386) 882-9713(386) 882-9713
shawn.finitz@bankerslife.com
Branch Info
444 Seabreeze Blvd
Ste 400
Daytona Beach, FL 32118
US
Hours
Day of the WeekHours
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM

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.
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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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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
Insurance Calculators
  • How Long Will My Retirement Savings Last?

    Determine how long your retirement savings may last considering your monthly spending, sources of income, inflation and more.
  • Estimate Social Security Benefits

    Estimate your future Social Security benefits based on your income history and expected retirement age.
  • Traditional 401(k) or Roth 401(k)?

    How do traditional 401(k) and Roth 401(k) contributions differ, and which option best suits your financial needs?
  • Retirement Income Estimator

    Input your current savings and income sources to estimate your future retirement income and assess if you’re on track to meet your goals.
For information and educational purposes only. Does not constitute investment advice or a recommendation.

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 23rd anniversary of the campaign. Since 2003, we’ve helped raise more than $7.8 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 – Let us 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.


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

Customer Reviews for Daytona Beach, FL

5
Rating 4.9full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(183 Reviews)
  • Barbara W
    July 10, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jim 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.
    Jim 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.
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  • Jaclyn B.
    July 9, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Always prompt feedback when requested.
    Always prompt feedback when requested.
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  • Gwendolyn L
    July 9, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very helpful. I am so pleased with the way that she treats me and my family, like she would her own. Friendly and courteous.
    Very helpful. I am so pleased with the way that she treats me and my family, like she would her own. Friendly and courteous.
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  • Sharon B
    July 8, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    More than just a company representative, Jim is thoughtful, thorough, and makes sure you understand and are comfortable with your financial planning decisions.
    More than just a company representative, Jim is thoughtful, thorough, and makes sure you understand and are comfortable with your financial planning decisions.
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  • Linda J
    July 8, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Milla is informed and knowledgeable always keeping her appointments and on time. We continue to look at what are needs are as we age and Milla has helped us sift through that.
    Milla is informed and knowledgeable always keeping her appointments and on time. We continue to look at what are needs are as we age and Milla has helped us sift through that.
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  • Janet K
    July 7, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable and upfront. Would totally leave her in our hands. She advised us of the best route to take with our insurance needs and we are completely satisfied.
    Very knowledgeable and upfront. Would totally leave her in our hands. She advised us of the best route to take with our insurance needs and we are completely satisfied.
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  • Diane D
    July 7, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I have know Milla for several years now. I can confidently say that her expertise, professionalism and genuine care for her clients sets her apart from the rest. Milla takes time with you, so you totally understand your goals, risk tolerance and long-term vision.
    When I turned 65 Milla also explained all the different plans for Medicare and that was not an easy task.
    I highly recommend Milla for all your financial needs!
    I have know Milla for several years now. I can confidently say that her expertise, professionalism and genuine care for her clients sets her apart from the rest. Milla takes time with you, so you totally understand your goals, risk tolerance and long-term vision.
    When I turned 65 Milla also explained all the different plans for Medicare and that was not an easy task.
    I highly recommend Milla for all your financial needs!
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  • Barbara R
    July 4, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent responsiveness and service
    Excellent responsiveness and service
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  • john g
    July 4, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    jaclyn
    thank you for watching out for my best interests all these years
    happy 4th to you and your family
    jaclyn
    thank you for watching out for my best interests all these years
    happy 4th to you and your family
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  • Lee B
    July 4, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    When 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.
    When 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.
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  • John S
    July 3, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    We are not big money clients for Jack, but she treats us like we are. She makes us feel like we are family and her only clients. We couldn’t be happier with the service we receive from her. My wife and I are grateful for Jaci and her team!
    We are not big money clients for Jack, but she treats us like we are. She makes us feel like we are family and her only clients. We couldn’t be happier with the service we receive from her. My wife and I are grateful for Jaci and her team!
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  • Linda R
    July 3, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    My experience has always been great with Jaclyn, she explains everything to me and always tells me what is the best plan for me under my circumstances. Very professional and very helpful.
    My experience has always been great with Jaclyn, she explains everything to me and always tells me what is the best plan for me under my circumstances. Very professional and very helpful.
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  • Ellen G
    July 3, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jackie is so efficient, knowledgeable and friendly. She is always prepared yearly and renewal time. I trust her. She always tries to save you money. I consider a friend of Great Needs and in general. Thank you Jackie for all you do.
    Jackie is so efficient, knowledgeable and friendly. She is always prepared yearly and renewal time. I trust her. She always tries to save you money. I consider a friend of Great Needs and in general. Thank you Jackie for all you do.
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  • Lorina B
    July 3, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Wonderful personality, quick response to questions and is knowledgeable of policy benefits and features!
    Wonderful personality, quick response to questions and is knowledgeable of policy benefits and features!
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  • Steve C
    July 3, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service and very knowledgeable.
    Great customer service and very knowledgeable.
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  • Myra K
    July 3, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Brandon is very thorough with explaining Medicare to me. He is knowledgeable. He helps me choose the right choice for my unique situation. I highly recommend Brandon to anyone who seeks to understand Medicare.
    Brandon is very thorough with explaining Medicare to me. He is knowledgeable. He helps me choose the right choice for my unique situation. I highly recommend Brandon to anyone who seeks to understand Medicare.
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  • David K
    July 3, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Brandon is very knowledgeable about Medicare. He is a great resource, who helps me find a better option for my unique situation. I would highly recommend Brandon to anyone who needs help with Medicare.
    Brandon is very knowledgeable about Medicare. He is a great resource, who helps me find a better option for my unique situation. I would highly recommend Brandon to anyone who needs help with Medicare.
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  • David W
    June 25, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    My wife of 40+ years and I would never trust anyone else to handle our investments! Milla is the best!
    My wife of 40+ years and I would never trust anyone else to handle our investments! Milla is the best!
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  • Stephen W
    June 21, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Milla has been very helpful and professional in dealing with my financial actions. She is trustworthy and a good person. I highly recommend Milla.
    Milla has been very helpful and professional in dealing with my financial actions. She is trustworthy and a good person. I highly recommend Milla.
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  • Carolyn H
    June 13, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    It 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
    It 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
    Read More
    Read Less
Displaying reviews 1 - 4 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.

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Insights From Shawn
Featured Videos
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
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When to Sign Up for Medicare If You’re Still Working at 65
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