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Joanne Albert

Financial Professional
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(239) 215-6791(239) 215-6791
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Joanne AlbertInsurance Sales Representative, Fort Myers, FL

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Meet Joanne Albert
Personal Business Philosophy
I'm dedicated to helping my clients protect their financial security as they prepare for retirement. I hold myself to the highest level of personal and professional integrity and promise only to recommend insurance product solutions that are in my client's best interests.
licensed in
FL, IA, KY, MN, MO, MT, NC, NJ, OH, PA
FL License: W261189
professional background
Joined Bankers Life in 2015Began work in the Insurance Industry in 2015
personal background
Family: Family in Canada and Australia
additional languages
French

Joanne Albert, Bankers Life Agent in Fort Myers, FL

Closed - Opens at 9:00 AM Friday
Contact Me
Office Phone:
(239) 479-4800(239) 479-4800
Direct Phone:
(239) 215-6791(239) 215-6791
Cell Phone:
(239) 822-7311(239) 822-7311
joanne.albert@bankerslife.com
Branch Info
13461 Parker Commons Blvd
Ste 205
Fort Myers, FL 33912
US
Hours
Day of the WeekHours
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
Wednesday9:00 AM - 5:00 PM
Weekends by appointment only

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.

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

Reviews for Joanne Albert

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(35 Reviews)
  • 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,
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
(152 Reviews)
  • 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!
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  • 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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  • 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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  • 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.


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  • Grace B
    April 15, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Had a great experience with Carmella. She is extremely knowledgably, willing to answer all my Questions.
    Had a great experience with Carmella. She is extremely knowledgably, willing to answer all my Questions.
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  • Terri P
    April 15, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I am confident that I chose the right path for me concerning Medicare. Kennie was thorough, explained things I could understand in layman’s terms. That’s an invaluable asset. I am so confident in his abilities that I recommend him to at least 4 co-workers.
    He’s a straight shooter and that’s hard to come by these days.
    I am confident that I chose the right path for me concerning Medicare. Kennie was thorough, explained things I could understand in layman’s terms. That’s an invaluable asset. I am so confident in his abilities that I recommend him to at least 4 co-workers.
    He’s a straight shooter and that’s hard to come by these days.
    Read More
    Read Less
  • T W
    April 9, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Joanne is amazing! She’s very knowledgeable and thorough. You are in the best hands if you’re lucky enough to have her as your agent!
    Joanne is amazing! She’s very knowledgeable and thorough. You are in the best hands if you’re lucky enough to have her as your agent!
    Read More
    Read Less
  • Richard L
    April 1, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Tina has been amazing and so helpful getting our medicare all set up
    Tina has been amazing and so helpful getting our medicare all set up
    Read More
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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 Joanne
Featured Videos
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve. Someone may need long...
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve. Someone may need long-term care if they can no longer perform activities of daily living on their own (such as eating, bathing, dressing, or taking medications). These assisted care needs usually arise as part of the normal aging process, but can also occur as a result of injury, illness, or cognitive impairment. Long-term care can be costly and Medicare may not cover many of the expenses. Long-term care insurance pays benefits for assisted care services received at a facility or at home
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve. Someone may need long-term care if they can no longer perform activities of daily living on their own (such as eating, bathing, dressing, or taking medications). These assisted care needs usually arise as part of the normal aging process, but can also occur as a result of injury, illness, or cognitive impairment. Long-term care can be costly and Medicare may not cover many of the expenses. Long-term care insurance pays benefits for assisted care services received at a facility or at home
Featured Videos
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.
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.
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Finding Balance: How Financial Therapy Can Transform Your Money Mindset
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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.
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