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Casey Moag
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Field Director - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(352) 775-7093(352) 775-7093
Casey MoagFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Ocala, FL
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Meet Casey Moag
Personal Business Philosophy
Offering solutions that help to meet the needs of clients today and for retirement. Building personal relationships by listening to better understand your retirement goals.
licensed in
FL, MI
FL License: W946055
professional background
Joined Bankers Life in 2016Began work in the Insurance Industry in 2016Education: Davenport University, Bachelor's degree
designations received
Insurance Designations: Social Security Certification – The American College, Securities Industry Essentials: SIEFinancial Representative Designations: Limited Securities Representative: Series 6, General Investment Representative: Series 7, State Registrations: Series 63, Uniform Exam: Series 65, Securities Industry Essentials: SIE
personal background
Military Service: Served six years with the Michigan National Guard
Casey Moag, Bankers Life Agent and Bankers Life Securities Financial Representative in Ocala, 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:
(352) 205-7032(352) 205-7032
Direct Phone:
(352) 775-7093(352) 775-7093
Branch Info
1700 SE 17th
Ste 300
Ocala, FL 34471
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 Ocala, 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 Casey Moag
5.0
Rating 5.0
(16 Reviews)- November 18, 20255.0 out of 5.0Rating 5.0Casey was helpful and informative. He went over options for a health care plan that was best for my needs. He was courteous and respected my choices.
- November 6, 20255.0 out of 5.0Rating 5.0Casey Moag eased my mind, answered all my questions and even went through several scenarios with me.. He made me feel very confident in my decision to invest with Bankers Life.
- October 30, 20255.0 out of 5.0Rating 5.0Casey is great!
- September 23, 20255.0 out of 5.0Rating 5.0Casey is very helpful and educates you in all the areas you have need in. He makes you feel very relaxed and able to discuss any of your concerns. He is very reliable and he guides you to make the most out of your investments. He also guides you through your decisions that affect you later in life. He helps to give you a peaceful outlook on your future.
- August 10, 20255.0 out of 5.0Rating 5.0Casey was just what I needed at this time. I look forward to our relationship and helping my finances grow. He is personable and listens. He helped me understand what I needed in lay terms. It's nice to meet someone that you immediately feel like you have known for a while.
Sincerely,
Ginger Whitmire - July 1, 20255.0 out of 5.0Rating 5.0Excellent service
- April 1, 20255.0 out of 5.0Rating 5.0Thanks Casey for introducing yourself along with Ami. You explained everything very clearly and I appreciate the fact that you'll be available to me if I have any questions about my coverage. Again thank you. :)
- March 20, 20255.0 out of 5.0Rating 5.0great service no problems
- October 24, 20245.0 out of 5.0Rating 5.0IT IS ALWAYS A PLEASURE WHEN MEETTING WITH CASEY EVERY COUPLE OF MONTHS. HE IS VERY THOUROUGH AND KNOWLEDGEABLE.
- August 29, 20235.0 out of 5.0Rating 5.0We sure miss Casey. A kind professional person. Moving from Michigan to Florida is good for Casey but sad for us. We wish you the best.
- August 23, 20235.0 out of 5.0Rating 5.0Casey explained everything very well and answered my questions. Very kind and courteous.
- June 8, 20235.0 out of 5.0Rating 5.0Great, experienced agent. Casey is very knowledgeable and makes everything very understandable.
- June 8, 20235.0 out of 5.0Rating 5.0Casey is the BEST! Always has my my back and helped me reach my retirement goals earlier than expected.
- June 8, 20235.0 out of 5.0Rating 5.0Great service, very knowledgeable and professional I would recommend him highly
- June 8, 20235.0 out of 5.0Rating 5.0Casey is an excellent advisor for all your financial decisions. He has been my advisor for 7 years regarding life insurance to financial planning. I highly recommend him to anyone looking for a qualified financial advisor.
- January 30, 20235.0 out of 5.0Rating 5.0A very honest caring person. Casey answers our questions in a way to help us understand.
Displaying reviews 1 - 1 out of the 16 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 Casey
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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