agent picture

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
Leave a Referral
agent picture

Shawn FinitzFinancial Representative, Bankers Life Securities, Inc., Daytona Beach, FL

request apt form icon
quote form icon
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

Closed - Opens at 9:00 AM Monday
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
SaturdayClosed
SundayClosed
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

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.
    Explore
  • 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.
    Explore
  • Annuities

    Learn how an annuity can help protect and grow your retirement savings.
    Explore
  • 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.
    Explore

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
(166 Reviews)
  • 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!
    Read More
    Read Less
  • 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.
    Read More
    Read Less
  • 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
  • Martha C
    June 13, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    She is very professional and very congenial, always nice and polite.
    She is very professional and very congenial, always nice and polite.
    Read More
    Read Less
  • Kat A
    June 12, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great professional, very experienced, Milla is the best!
    Great professional, very experienced, Milla is the best!
    Read More
    Read Less
  • Karen M
    June 12, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Working with Milla has brought me a level of financial clarity and confidence I never thought possible. She took the time to understand not just my goals, but my values — and built a plan that reflects both. She is incredibly knowledgeable, especially when it comes to retirement planning and long-term care, and she explains complex topics in a way that’s easy to understand. I never feel rushed or pressured, just supported. I finally feel like I have someone in my corner who genuinely cares.
    Working with Milla has brought me a level of financial clarity and confidence I never thought possible. She took the time to understand not just my goals, but my values — and built a plan that reflects both. She is incredibly knowledgeable, especially when it comes to retirement planning and long-term care, and she explains complex topics in a way that’s easy to understand. I never feel rushed or pressured, just supported. I finally feel like I have someone in my corner who genuinely cares.
    Read More
    Read Less
  • Michael R
    June 10, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Brandon is very knowledgeable, when it comes to health insurance, typically I don’t understand it well. He took the time to explain everything to me, it all worked out perfectly, and I’m getting my Medicare through him.
    Brandon is very knowledgeable, when it comes to health insurance, typically I don’t understand it well. He took the time to explain everything to me, it all worked out perfectly, and I’m getting my Medicare through him.
    Read More
    Read Less
  • Rich R
    June 2, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Milla is an exceptional agent & financial advisor. Milla, tailors her visits to meet our personal needs. She cares about our current and future well being. Milla is always professional and follows up on our personal concerns. We Have had numerous life insurance companies and financial agents over the years. Milla has not only provided us with a worry-free approach during our retirement years, but has delivered positive results for us where others have failed. We appreciate Milla and Bankers
    Milla is an exceptional agent & financial advisor. Milla, tailors her visits to meet our personal needs. She cares about our current and future well being. Milla is always professional and follows up on our personal concerns. We Have had numerous life insurance companies and financial agents over the years. Milla has not only provided us with a worry-free approach during our retirement years, but has delivered positive results for us where others have failed. We appreciate Milla and Bankers
    Read More
    Read Less
  • Michael D
    May 27, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I’m grateful for Brandon Pham. He helps me with my Medicare. He puts me in a better plan, and saves me a lot of money. Thank you, Brandon
    I’m grateful for Brandon Pham. He helps me with my Medicare. He puts me in a better plan, and saves me a lot of money. Thank you, Brandon
    Read More
    Read Less
  • Diana W
    May 22, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I am so glad she is my agent. Very nice answers all my questions. Took care of my needs. Thank you so much.
    I am so glad she is my agent. Very nice answers all my questions. Took care of my needs. Thank you so much.
    Read More
    Read Less
  • Nina M
    May 22, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I've been working with Milla for the past 10 years and I couldn't be more satisfied. She took the time to understand my financial goals and developed a clear, tailored plan that gave me peace of mind. Her advice on my retirement planning and tax efficiency has already made a noticeable impact. I really appreciate her professionalism, responsiveness, and transparent communication. Highly recommended for anyone looking for reliable financial guidance.
    I've been working with Milla for the past 10 years and I couldn't be more satisfied. She took the time to understand my financial goals and developed a clear, tailored plan that gave me peace of mind. Her advice on my retirement planning and tax efficiency has already made a noticeable impact. I really appreciate her professionalism, responsiveness, and transparent communication. Highly recommended for anyone looking for reliable financial guidance.
    Read More
    Read Less
  • Tina S
    May 20, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Milla is so helpful!
    Milla is so helpful!
    Read More
    Read Less
  • Gerald C
    May 8, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating

    Good agent 👍

    Good agent 👍
    Read More
    Read Less
  • James R
    May 7, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Milla has been my financial advisor for quite a few years now and I can honestly say, she has done a tremendous job for me. She has the ability to put herself in the clients situation and environment and make the best suggestions for money management moving forward. She has helped me manage my finances and make sure that I have an accurate picture of the future and my financial position. Milla is a true professional and I would not hesitate to recommend her to anybody for financial planning.
    Milla has been my financial advisor for quite a few years now and I can honestly say, she has done a tremendous job for me. She has the ability to put herself in the clients situation and environment and make the best suggestions for money management moving forward. She has helped me manage my finances and make sure that I have an accurate picture of the future and my financial position. Milla is a true professional and I would not hesitate to recommend her to anybody for financial planning.
    Read More
    Read Less
  • Crissy M
    May 6, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    More then a excellent opportunity to work with you guys u were wonderful and patient with me
    More then a excellent opportunity to work with you guys u were wonderful and patient with me
    Read More
    Read Less
  • Robert J
    May 3, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Mila has done an outstanding job as my financial advisor for years!
    Mila has done an outstanding job as my financial advisor for years!
    Read More
    Read Less
  • Julie L
    May 2, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Milla is very professional and has answered any questions I have had in converting from my work financial accounts to setting up accounts with Bankers Life for my retirement. She is always available when new questions come up, and has helped me into this new retirement phase of my life.
    Milla is very professional and has answered any questions I have had in converting from my work financial accounts to setting up accounts with Bankers Life for my retirement. She is always available when new questions come up, and has helped me into this new retirement phase of my life.
    Read More
    Read Less
  • Janna B
    April 30, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Milla is very knowledgeable. She gets to know you as her client and matches your investment strategy to you. She is responsive to your needs and requests. She has made excellent decisions and suggestions. I feel totally confident in her has my financial advisor.
    Milla is very knowledgeable. She gets to know you as her client and matches your investment strategy to you. She is responsive to your needs and requests. She has made excellent decisions and suggestions. I feel totally confident in her has my financial advisor.
    Read More
    Read Less
  • Lamitta G
    March 7, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Brent has always gone above and beyond what he has to do. It’s a pleasure to work with him!
    Brent has always gone above and beyond what he has to do. It’s a pleasure to work with him!
    Read More
    Read Less
  • ALAN B
    March 7, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Milla is a true professional. She has been our Financial Advisor for several years and has always given us excellent advice based on our needs. Bankers life should be very proud to have Milla as a financial advisor representing their fine company.
    Milla is a true professional. She has been our Financial Advisor for several years and has always given us excellent advice based on our needs. Bankers life should be very proud to have Milla as a financial advisor representing their fine company.
    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.

  • Bankers Life Logo
  • Colonial Penn Logo
  • Washington National Logo
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.
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Featured Videos
Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!
Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!
Featured Videos
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.
Seniors discussing Medicare enrollment options with advisor.
When to Sign Up for Medicare If You’re Still Working at 65
"Turning 65 is a significant milestone, not just for making another trip around the sun but also for unlocking Medicare eligibility. As the federal health program for more than 68.5 million Americans, Medicare is a vital component of retirement planning.",You must pay a premium: Compare the costs and benefits of your employer plan versus Medicare to determine which makes the most sense for you.,"You contribute to a Health Savings Account (HSA): Once enrolled in any part of Medicare, you can no longer contribute to an HSA.","If your employer has 20 or more employees, you can delay Part B without a penalty and use your employer’s coverage as your primary. Most people enroll in premium-free Part A but skip Part B to circumvent paying the premium.","If your employer has fewer than 20 employees, consider signing up for Medicare Parts A and B, making your employer’s coverage secondary. Failure to enroll on time may result in gaps in coverage and penalties.",Medicare Part D (Prescription) can be delayed without penalty if your employer provides creditable coverage.,"Medicare Part C (Medicare Advantage) is an all-in-one alternative to original Medicare. Part C offers the benefits of Parts A and B, along with additional services, including prescription, dental, vision, and hearing care. Using Part C with an employer’s plan can lead to overlaps or conflicts of coverage.","Medicare Supplement, also known as Medigap, helps cover deductibles, coinsurance, and other out-of-pocket expenses. However, Medigap only works with Medicare Parts A and B, not your employer’s coverage. In other words, you can’t use Medigap if Medicare isn’t your primary insurance. Learn more about Medicare Supplement Insurance.","The Qualified Medicare Beneficiary program helps cover Part A and Part B premiums, deductibles, coinsurance, and copayments.",The Specified Low-Income Medicare Beneficiary program helps pay for Part B premiums. You must have Part A and Part B to qualify for this program.,Qualifying Individual programs help pay for Part B premiums.,The Qualified Disabled and Working Individual program helps pay for Part A premiums only for specific individuals with disabilities.,"The Extra Help (Low-Income Subsidy) program helps reduce Part D premiums, deductibles, and copays and may eliminate late-enrollment penalties.",Part B Penalty: A 10% increase for every 12 months you delay.,Part D Penalty: A 1% increase for each month you go without creditable drug coverage.,Online at ssa.gov/medicare.,By phone at 1-800-772-1213.,In person at your local Social Security office.,Initial Enrollment Period: Three months before and after your 65th birthday month.,Special Enrollment Period: If you’re coming off employer coverage.,General Enrollment Period: January 1–March 31 each year. Coverage starts July 1. Late penalties may apply if you delay enrollment without creditable coverage.
7 Smart Tips for Successfully Traveling Solo in 2025
Traveling solo is no longer a niche trend—it’s a growing movement. Whether you’re single, seeking solitude, or simply craving the freedom to explore on your own terms, solo travel offers flexibility and opportunities for personal growth. But if you’re new to it, it can feel intimidating. These seven tips will help you travel smarter, safer, and more confidently in 2025.
Aging man looks thoughtful as he ponders his financial circumstances.
Finding Balance: How Financial Therapy Can Transform Your Money Mindset
Managing money can be a significant source of stress in life. For some, a simple tweak in their budget can bring clarity and stability. For others, financial challenges may stem from more complex issues, such as changes in financial circumstances, unhealthy spending habits, or emotional barriers. These difficulties can also impact relationships with partners and hinder progress toward achieving financial wellness. Moreover, our cultural background, religious beliefs, and gender identity often shape how we perceive and interact with money.
A senior couple pointing to a mountain.
Exploring Retirement Income Strategies in Any Economic Climate
Planning your income in retirement isn’t always straightforward, especially when the market feels unpredictable. But no matter the economic environment, having a thoughtful approach can help you feel more prepared.
A woman hugs her friend who has Alzheimer's disease.
Caring Through Connection: Helping a Friend with Alzheimer’s
Alzheimer’s disease affects nearly 7 million people in the U.S., and by 2050, it’s expected that number will rise to 13 million. If your friend is among them, it can be incredibly challenging to maintain your bond as the disease progresses. Watching someone you care about struggle with memory loss and cognitive decline is difficult, but there are ways to stay connected and provide meaningful support.
A mother and daughter baking in kitchen.
Should You Reevaluate Your 2025 Investment Strategy?
It’s common for investors, especially those in or near retirement, to pause and consider whether their financial approach still aligns with their goals. If the market feels shaky, then it becomes even more important to do so. Reviewing your 2025 investment strategy doesn’t always mean making major changes, but it may help you feel more informed and confident about your situation and next steps.
Act Now For Your Free No-Obligation Quote