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Alison Free
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Field Director - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(239) 215-6792(239) 215-6792
Alison FreeFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Fort Myers, FL
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Meet Alison Free
Personal Business Philosophy
Engaging with clients to help organize and build on their financial goals as they plan and near retirement. Being a trusted partner and advocate through focusing on client needs and their priorities.
licensed in
AR, AZ, CT, FL, GA, IN, KS, KY, MD, MI, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA
FL License: W154133
designations received
Insurance Designations: Certified Long Term Care
personal background
Family: Proud mother of four daughters and grandmother to ten adorable grandchildren
Alison Free, Bankers Life Agent and Bankers Life Securities Financial Representative in Fort Myers, 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:
(239) 479-4800(239) 479-4800
Direct Phone:
(239) 215-6792(239) 215-6792
Branch Info
12800 University Dr
Ste 370
Fort Myers, FL 33907
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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Awarded as a 2025 Top Women Financial Advisor at Bankers Life
Recognized for excellence in retirement and financial planning solutions that help clients reach their goals.
- Retirement income
- Healthcare expenses
- Investment strategies
- Legacy giving
*The Top Women Financial Advisors program is a Bankers Life internal incentive awarded to top performing women financial advisors based certain defined criteria.
Products & Services Offered in Fort Myers, FL
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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.![]()
ExploreBrokerage 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.![]()
ExploreAdvisory Services
As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
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
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 Alison Free
5.0
Rating 5.0
(37 Reviews)- October 30, 20255.0 out of 5.0Rating 5.0Alison was a referral to me from a mutual friend. Best referral ever! I didn't have a huge amount of money to invest/protect, and was always intimidated by the thought of a financial advisor. No longer. Alison made me feel an important and valuable client. She's a great listener and always returns my texts or phone calls promptly, providing meaningful advice. You would be lucky to have her look out for you as well.
- September 30, 20255.0 out of 5.0Rating 5.0Always friendly and knowledgeable
- April 22, 20255.0 out of 5.0Rating 5.0Wonderful one on one customer service but more than that you can feel the care and partnership with Alison, it was a pleasure working with her.
- April 18, 20255.0 out of 5.0Rating 5.0So lucky to have Alison & Carmella Rose on my team. They spent the time to understand my retirement needs and provided me with great advice.They were also able to contact SSA when I couldn't and got them to speed up the processing of my paperwork.
- April 15, 20255.0 out of 5.0Rating 5.0We are so grateful for the recommendation of Alison we received from a friend for our retirement financial planning. Our 1st in person meeting was at our home and after giving Alison our 401k and other financial information, Alison explained all the different options. After several more in-home visits, with her expertise advise, we came up with a plan. We now consider Alison more Than just our financial advisor, she is our friend.
- April 15, 20255.0 out of 5.0Rating 5.0Had a great experience with Carmella. She is extremely knowledgably, willing to answer all my Questions.
- March 18, 20255.0 out of 5.0Rating 5.0To have both Alison and Carmella in my financial corner is awesome. They are part of a big organization, but take you in like family. I appreciate all they do!!
- March 17, 20255.0 out of 5.0Rating 5.0Alison is the consummate professional regarding insurance and securities. She is also so personable, making you feel at ease. We are so glad we met Alison and that she is managing our financial needs.
- March 15, 20255.0 out of 5.0Rating 5.0Knowledge is the key and Allison very good in explaining
- March 13, 20255.0 out of 5.0Rating 5.0Alison is the best. She has helped me not only with choosing a Medicare supplement plan, but also educated and advised me with several options related to planning for my retirement. If I have any questions or concerns, Alison responds promptly and will meet with me to address my concerns.
- March 13, 20255.0 out of 5.0Rating 5.0great service and response time. always willing to help on all financial matters
- March 12, 20255.0 out of 5.0Rating 5.0Alison is the best! i trust her completely!
- March 12, 20255.0 out of 5.0Rating 5.0Alison ROCKS! She is surely a go getter and took amazing care of our financial needs!
- March 12, 20255.0 out of 5.0Rating 5.0ALLISON HAS BEEN FANTASTIC TO WORK WITH. SHE IS KNOWLEDGEABLE, PROFESSIONAL AND ALWAYS TAKES THE TIME TO EXPLAIN EVERYTHING CLEARLY. HER DEDICATION TO HELPING US FIND THE BEST SOLUTIONS FOR OUR PERSONAL NEEDS IS TRULY APPRECIATED. HIGHLY RECOMMEND!
- February 12, 20255.0 out of 5.0Rating 5.0My wife and I both began Social Security /Medicare in ‘14. Allison was highly recommended by a family member and did not disappoint. She handled everything initially and ongoing. The communication with Allison and her daughter Carmella is seamless. Professional, friendly, knowledgeable and responsive. Recommend 100%.
- January 14, 20255.0 out of 5.0Rating 5.0Alison and her daughter, Carmella are a very professional and proactive team. We are very happy to be their clients.
- January 14, 20255.0 out of 5.0Rating 5.0Alison was extremely professional and responsive. She is a pleasure to work with.
- November 27, 20245.0 out of 5.0Rating 5.0I wasn’t sure yet about moving over but after speaking with Allison I felt 100% comfortable. She answered all my questions and more. I would definitely recommend her.
- November 19, 20245.0 out of 5.0Rating 5.0Very informative and gracious- happy to be working with Alison and Carmella.
- October 21, 20245.0 out of 5.0Rating 5.0Allison along with her daughter Carmella, have been super on point and helped us save a ton of money and avoid mistakes. Medicare can be very confusing and they know their stuff.
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 Alison
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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