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Miguel Rivas

Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Agency Director - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(321) 337-7662(321) 337-7662
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Miguel RivasFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Orlando, FL

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Meet Miguel Rivas
Personal Business Philosophy
Dedicated to helping clients with their financial goals as they prepare for retirement. Being a trusted partner and advocate by providing solutions and options that are in my clients best interest.
licensed in
FL, GA, MA, MI, NC, TX
FL License: W458543
professional background
Joined Bankers Life in 2017Began work in the Insurance Industry in 2017Education: Ana G. Mendez University, B.A.
personal background
Family: My lovely wife, Kennia

Miguel Rivas, Bankers Life Agent and Bankers Life Securities Financial Representative in Orlando, FL

Closed - Opens at 9:00 AM
Contact Me
Office Phone:
(407) 678-0222(407) 678-0222
Direct Phone:
(321) 337-7662(321) 337-7662
miguel.rivas@bankerslife.com
Branch Info
6277 Sea Harbor Dr
Ste 202
Orlando, FL 32821
US
Hours
Day of the WeekHours
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
MondayClosed

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

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 – 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 Orlando, 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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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.
Reviews

Reviews for Miguel Rivas

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(5 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Miguel gives 110% and is a great asset for bankers life and it's clients
Displaying reviews 1 - 1 out of the 5 most recent

Customer Reviews for Orlando, FL

4.8
Rating 4.7full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(150 Reviews)
  • Gary C
    April 29, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Explained the program, answered all questions. Very pleased
    Explained the program, answered all questions. Very pleased
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  • Jeanne M
    April 22, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Daniel Lynch took the time to walk me through options managing my current investments. Daniel helped me make changes which I had been wanting to make. He answered all of my questions, and helped me to feel secure in my new plan.
    Daniel Lynch took the time to walk me through options managing my current investments. Daniel helped me make changes which I had been wanting to make. He answered all of my questions, and helped me to feel secure in my new plan.
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  • Jim T
    April 22, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Mindy,

    I would like to express my sincere gratitude for the exceptional service and the seamless application process to the attentive customer support, every interaction has reassured me that I made the right choice.

    Thanks, once again
    Mindy,

    I would like to express my sincere gratitude for the exceptional service and the seamless application process to the attentive customer support, every interaction has reassured me that I made the right choice.

    Thanks, once again
    Read More
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  • Martha T
    April 18, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Has great knowledge of the plan.
    Has great knowledge of the plan.
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  • Pedro S
    April 17, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jordan was amazing and very knowledgeable
    Jordan was amazing and very knowledgeable
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  • Martha T
    April 16, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    A wonderful experience. Explained everything so well.
    A wonderful experience. Explained everything so well.
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  • Barbara S
    April 16, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very courteous and very knowledgeable, Mr. Mitchell took the time to explain everything to me in depth so that I could understand.
    Very courteous and very knowledgeable, Mr. Mitchell took the time to explain everything to me in depth so that I could understand.
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  • Eugene P
    April 9, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Thaddeus was very informative and took his time to explain all the details of the Medicare plans. Joseph and he were great representatives of the company and gave us time to review our choices. We look forward to working with them in the future.
    Thaddeus was very informative and took his time to explain all the details of the Medicare plans. Joseph and he were great representatives of the company and gave us time to review our choices. We look forward to working with them in the future.
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  • John B
    March 29, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Miguel gives 110% and is a great asset for bankers life and it's clients
    Miguel gives 110% and is a great asset for bankers life and it's clients
    Read More
    Read Less
  • Thuy K
    March 28, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Calm. Knowdgeable. Answered our questions. Dealt with comments and questions from 5 concerned soon to be 65ers with aplomb.
    Calm. Knowdgeable. Answered our questions. Dealt with comments and questions from 5 concerned soon to be 65ers with aplomb.
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  • Mark G
    March 21, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable, very helpful!
    Very knowledgeable, very helpful!
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  • Mark R
    March 18, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable, personable and professional, my wife and I actually look forward his visits.
    Very knowledgeable, personable and professional, my wife and I actually look forward his visits.
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  • Nelson S
    March 18, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very informative and knowledgeable experience during his entire visit 😃
    Very informative and knowledgeable experience during his entire visit 😃
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  • Sonja O
    March 10, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great. This was very knowledgeable he made very easy to understand
    Great. This was very knowledgeable he made very easy to understand
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  • Paula S
    February 18, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Thaddeus is great, very personable and easy to talk with. He goes over and above to ensure everything is handled.
    Thaddeus is great, very personable and easy to talk with. He goes over and above to ensure everything is handled.
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  • Maria T
    February 13, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    He is and was very professional and knowledgeable. He's such a wonderful person to have helped me. Hands down the best.
    He is and was very professional and knowledgeable. He's such a wonderful person to have helped me. Hands down the best.
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  • Deborah D
    February 11, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I now feel at ease with the protection of my new policy… Mindy was so knowledgeable about the product. No pressure just necessary information I will share with others
    I now feel at ease with the protection of my new policy… Mindy was so knowledgeable about the product. No pressure just necessary information I will share with others
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  • Kelwonner T
    February 9, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent customer service an very professional
    Excellent customer service an very professional
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  • Kaneil W
    February 6, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Humble, respectful, compassionate person. We’ve been talking for quite some time and the level of comfort I had, was amazing. Thaddeus broke everything down to make sure I was in the best position long-term. Thank you so much for the integrity and empathy.
    Humble, respectful, compassionate person. We’ve been talking for quite some time and the level of comfort I had, was amazing. Thaddeus broke everything down to make sure I was in the best position long-term. Thank you so much for the integrity and empathy.
    Read More
    Read Less
  • Juan S
    January 25, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Good customer service
    Good customer service
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Displaying reviews 1 - 4 out of the 20 most recent

FAQs

Insights From Miguel
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Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
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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.
understanding cash on the sidelines
Understanding “Cash on the Sidelines” and the Shifting Economic Landscape
As we navigate through changing economic times, it’s essential to understand some key financial concepts that impact both individual and global economic conditions. You may have heard of the concept, “Cash on the Sidelines,” which often comes up in discussions about stock markets and worries over high risk investments and keeping money in either cash or lower risk, lower-yield investments.
Middle aged couple embracing in autumn.
How to Navigate Social Security Survivor Benefits for a Spouse
"When a loved one passes away, you may need to take some time to process your emotions and seek solace. But when the loved one is your spouse, you may have to both grieve and address a handful of immediate issues, such as figuring out funeral arrangements and costs and sorting out estate, probate, and legal expenses.",Are 60 years old or older; or if you have a disability and are 50 years old or older,Were married for at least 9 months before your spouse passed,Didn’t remarry before age 60 (or age 50 if you have a disability),More than 75% at 61,More than 80% at 63,More than 90% at 65,The deceased’s death certificate,Your and the deceased’s Social Security number,Your birth certificate and marriage certificate (if applicable),"A term or whole life insurance policy can provide a lump sum upon a spouse’s death. This can help replace lost income, cover living expenses, and provide financial stability during an emotionally difficult time.",Annuities are contracts that guarantee regular income payments for life or a set period. Some annuities offer survivor benefits that provide ongoing income to spouses.,A well-funded 401(k) or IRA can supplement survivor benefits and help maintain financial stability.,"Stocks, bonds, and mutual funds can generate dividends and capital gains to supplement Social Security benefits.",Owning rental properties can generate a steady monthly passive income stream that doesn’t rely on employment or Social Security benefits.
Older couple sits in their kitchen with a financial advisor.
Protecting Your Nest Egg: Understanding Sequence Risk in Retirement
As you prepare for retirement, one of the most important considerations is how to ensure that your nest egg lasts throughout your lifetime and you don’t outlive your money. One risk that many may overlook is sequence risk, which occurs when you face poor market returns early in retirement while you’re drawing down your savings. This can cause long-term damage to your portfolio, leaving you vulnerable later on in life.
Two seniors talking with a financial professional.
Planning for Market Uncertainty: 5 Things to Consider If the Market Is Shaky
If you’re retired or nearing retirement, market uncertainty can feel unnerving. After you’ve spent decades working, saving, and planning, it’s natural to be concerned when the market dips or prices start rising.
Older couple sitting at table and smiling.
Annuity vs. Life Insurance: What’s the Difference?
As you think about how you want to approach planning for retirement, you’ll need to make decisions about how to manage financial risks and income. Annuities and life insurance policies are both excellent tools for doing that, but they serve different purposes.
Man on his laptop looking serious.
Annuities: A Financial Anchor in Times of Economic Instability
In times of economic instability, investors often seek safe havens to protect their financial future. Annuities, a financial product designed to provide a steady income stream, can be a valuable tool for those looking to mitigate risk and ensure stability. We’ll explore how annuities can serve as a reliable option during times of financial uncertainty.

Let's Talk About Your Plans for Long-Term Care!

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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?

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