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Carmella Rose

Financial Professional
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(239) 215-6784(239) 215-6784
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Carmella RoseInsurance Sales Representative, Fort Myers, FL

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Meet Carmella Rose
Personal Business Philosophy
I believe building a strong retirement plan provides peace of mind. I’m dedicated to educating you on the innovative insurance planning solutions we offer, providing personal service and helping to make certain you can enjoy the life of your retirement.
licensed in
FL, IN, MI, NC, NM, OH, SC, TN
FL License: W467927
professional background
Joined Bankers Life in 2022Began work in the Insurance Industry in 2016Education: Bachelor's Degree in Business Management from Florida Gulf Coast University
personal background
Family: My family is why I strive to be the best in my career. I have two beautiful daughters who are my motivation to further my knowledge and create a legacy for them just like my mother, Alison Free, Bankers Life Financial Advisor has done for me & my sisters.Community Involvement: Volunteer & Sponsor for local non-profits, Foster Village of Southwest Florida & Hearten Inc, to provide resources and birthday parties for children in foster care in our community.

Carmella Rose, Bankers Life Agent in Fort Myers, FL

Closed - Opens at 9:00 AM Monday
Contact Me
Office Phone:
(239) 479-4800(239) 479-4800
Direct Phone:
(239) 215-6784(239) 215-6784
Cell Phone:
(239) 271-0685(239) 271-0685
carmella.rose@bankerslife.com
Branch Info
13461 Parker Commons Blvd
Ste 205
Fort Myers, FL 33912
US
Hours
Day of the WeekHours
Friday9:00 AM - 5:00 PM
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

Products & Services Offered in Fort Myers, 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

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.

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

Reviews for Carmella Rose

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(31 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Made us feel very comfortable had a lot of information she took time to explain everything
Displaying reviews 1 - 1 out of the 20 most recent

Customer Reviews for Fort Myers, FL

4.9
Rating 4.9full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(157 Reviews)
  • Thomas J
    July 2, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Ms.Albert
    Hits all the marks .
    She’s professional
    She’s honest
    She’s trusting
    She cares a great deal of you .
    Ms.Albert
    Hits all the marks .
    She’s professional
    She’s honest
    She’s trusting
    She cares a great deal of you .
    Read More
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  • Thomas H
    July 1, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent customer service, very knowledgeable and took time for all my questions.
    Excellent customer service, very knowledgeable and took time for all my questions.
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  • Victor D
    July 1, 2025
    4.0 out of 5.0
    Rating 4.0full star ratingfull star ratingfull star ratingfull star rating
    She knows what she’s talking about
    She knows what she’s talking about
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  • John J
    June 28, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Made us feel very comfortable had a lot of information she took time to explain everything
    Made us feel very comfortable had a lot of information she took time to explain everything
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  • Timothy C
    June 26, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Was informed about the products offered. Got a great plan
    Was informed about the products offered. Got a great plan
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  • John P
    June 14, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I just revised my status from potential customer to current customer.
    Luke has a thorough knowledge and understanding of the complex Medicare market.
    The fact that he is local adds to the ease of getting together.
    He listens to your concerns and has advice once he assesses your individual case.
    Luke made MY choice easy for me once all options were presented.
    Luke also made himself easily available.
    I would highly recommend setting an appointment!
    I just revised my status from potential customer to current customer.
    Luke has a thorough knowledge and understanding of the complex Medicare market.
    The fact that he is local adds to the ease of getting together.
    He listens to your concerns and has advice once he assesses your individual case.
    Luke made MY choice easy for me once all options were presented.
    Luke also made himself easily available.
    I would highly recommend setting an appointment!
    Read More
    Read Less
  • Susan K
    June 10, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Joanne is very knowledgeable and personable! Very easy to talk with and ask questions. She cares about choices we make,
    Joanne is very knowledgeable and personable! Very easy to talk with and ask questions. She cares about choices we make,
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  • Lisa B
    June 5, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kennie is very knowledgeable and made me feel confident in my decisions.
    Kennie is very knowledgeable and made me feel confident in my decisions.
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  • Francesca B
    May 21, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Carmella was great to work with. She made a very daunting subject very easy to understand. She eased my concerns for something I was dreading to have to do. She is very knowledgeable personable. I would recommend her to anyone.
    Carmella was great to work with. She made a very daunting subject very easy to understand. She eased my concerns for something I was dreading to have to do. She is very knowledgeable personable. I would recommend her to anyone.
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  • Drake B
    May 20, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    made a great experience on something I was dreading!
    made a great experience on something I was dreading!
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  • Pamela H
    May 17, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great experience and an expert at her job!
    Great experience and an expert at her job!
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  • Mindy K
    May 15, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Carmella was kind, knowledgeable and simply amazing!! She made the process so very easy for me, walking me through step-by-step to tailor my specific needs. I highly recommend her services❤️👍🏽
    Carmella was kind, knowledgeable and simply amazing!! She made the process so very easy for me, walking me through step-by-step to tailor my specific needs. I highly recommend her services❤️👍🏽
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  • Robert P
    May 13, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very professional and was able to effectively communicate the information and the products that were offered
    Very professional and was able to effectively communicate the information and the products that were offered
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  • Frank A
    April 22, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Wonderful 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.
    Wonderful 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.
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    Read Less
  • Grace B
    April 22, 2025
    4.0 out of 5.0
    Rating 4.0full star ratingfull star ratingfull star ratingfull star rating
    referral for co workers husband turning 65 in September
    referral for co workers husband turning 65 in September
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  • Phyllis K
    April 18, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    So 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.
    So 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.
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  • Debra S
    April 18, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    A great experience
    A great experience
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  • Robin P
    April 17, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service! Feels like I’m talking to a friend!
    Great customer service! Feels like I’m talking to a friend!
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  • Terri P
    April 17, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kennie was very professional, knowledgeable, he explained everything in a way I could understand. I am so sure of my decision that I referred 3-4 of my coworkers to him.
    Kennie was very professional, knowledgeable, he explained everything in a way I could understand. I am so sure of my decision that I referred 3-4 of my coworkers to him.
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    Read Less
  • Dawn M
    April 16, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    We 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.


    We 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.


    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 Carmella
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