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Joel Spencer
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Field Manager - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(904) 474-6008(904) 474-6008
Joel SpencerFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Jacksonville, FL
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Meet Joel Spencer
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
FL, GA, NC, VA
FL License: P225867
professional background
Joined Bankers Life in 2010Became a Financial Representative in 2017Began work in the Insurance Industry in 2010
designations received
Insurance Designations: Annuity Planning Professional, Certified Long Term Care
personal background
Family: Married with two daughtersCommunity Involvement: Bankers Life Forget Me Not Days (Alzheimer's Association), Church activities
Joel Spencer, Bankers Life Agent and Bankers Life Securities Financial Representative in Jacksonville, 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:
(904) 398-5769(904) 398-5769
Direct Phone:
(904) 474-6008(904) 474-6008
Branch Info
6620 Southpoint Dr S
Ste 400
Jacksonville, FL 32216
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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Products & Services Offered in Jacksonville, 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 Joel Spencer
5.0
Rating 5.0
(5 Reviews)- September 30, 20255.0 out of 5.0Rating 5.0Extremely knowledgeable and very helpful!
- August 14, 20255.0 out of 5.0Rating 5.0Joel is an expert and we love working with him. Joel was referred to us when my husband was getting ready to go on Medicare and needed to add a supplement. we were so impressed with the professional way and knowledge that Joel had. We have referred several people to him and now i'm getting ready for those "Golden Years" and will be needing a supplement. We highly recommend Joel Spencer.
- May 15, 20255.0 out of 5.0Rating 5.0Joel is a very dependable asset to my husband and myself. As a financial advisor he looks at all angles of potential investments to fit into our budget and plans for growth. He is reliable, flexible as to time meeting with him, personable and is very good at explaining things on a level that we understand. Neither my husband nor myself are from an investment occupation. We have benefited financially from his direction and advice.
Karen Morris and Mark Kluza - November 9, 20245.0 out of 5.0Rating 5.0Joel Spencer is a very knowledgeable financial representative.
He has helped me make great decisions regarding my money as well as assisting me in finding ways to save and grow my money so I can live comfortably.
I'm very thankful to have him on my side. - October 14, 20245.0 out of 5.0Rating 5.0Great customer service!
Explained all my Medicare options available.
Compared the costs of the different plans to find the one that is most appropriate for me.
Displaying reviews 1 - 1 out of the 5 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 Joel
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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