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Casey Moag

Unit Field Trainer - Insurance Agent, Bankers Life and Casualty Company
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Direct Phone:
(352) 775-7093(352) 775-7093
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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 CollegeFinancial Representative Designations: Series 6,7,63,65
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
casey.moag@bankerslife.com
Branch Info
1700 SE 17th
Ste 300
Ocala, FL 34471
US
Hours
Day of the WeekHours
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed

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.

  • Bankers Life Logo
  • Colonial Penn Logo
  • Washington National Logo

Explore Medicare Advantage

You have many choices when it comes to Medicare – I can 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. * It offers similar coverage, and with the optional benefit of prescription drug coverage (Part D). * Medicare Advantage Plans include an annual maximum out of pocket limit, and some plans offer premiums as low as $0 per month.


Products & Services Offered in Ocala, FL

  • Life Insurance

    Find out how life insurance can help protect the financial security of you and your family.
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  • Medicare Supplement Insurance

    Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
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  • 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.
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  • Annuities

    Learn how an annuity can help protect and grow your retirement savings.
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  • Brokerage 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.
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  • Advisory Services

    As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
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Reviews

Reviews for Casey Moag

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(7 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    We 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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Casey explained everything very well and answered my questions. Very kind and courteous.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great, experienced agent. Casey is very knowledgeable and makes everything very understandable.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Casey is the BEST! Always has my my back and helped me reach my retirement goals earlier than expected.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great service, very knowledgeable and professional I would recommend him highly
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Casey 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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    A very honest caring person. Casey answers our questions in a way to help us understand.
Displaying reviews 1 - 1 out of the 7 most recent

FAQs

Insights From Casey
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.
Featured Videos
Bankers Life and Casualty Company clients Rick and Jan Tshudy of Palmyra, Pennsylvania share their story about choosing critical illness insurance.
Bankers Life and Casualty Company clients Rick and Jan Tshudy of Palmyra, Pennsylvania share their story about choosing critical illness insurance.

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?

Act Now For Your Free No-Obligation Quote