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Beth Phillips

Insurance Sales Representative, Bankers Life and Casualty Company
Direct Phone:
(941) 702-7009(941) 702-7009
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Beth PhillipsInsurance Sales Representative, Sarasota, FL

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Meet Beth Phillips
Personal Business Philosophy
Helping my clients protect their financial security as they plan for retirement is important to me. I recognize that my clients' needs and priorities change over time, and I am dedicated to being there to serve them with integrity every step of the way.
licensed in
FL, IN
FL License: W119663
professional background
Joined Bankers Life in 2012Began work in the Insurance Industry in 2012Education: Indiana University, B.A.
designations received
Company Recognitions: Top Gun AgentInsurance Designations: Certified Long Term Care

Beth Phillips, Bankers Life Agent in Sarasota, 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:
(941) 371-7141(941) 371-7141
Direct Phone:
(941) 702-7009(941) 702-7009
beth.phillips@bankerslife.com
Branch Info
301 N Cattlemen Rd
Ste 106
Sarasota, FL 34232
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
Get directions to Beth Phillips, Bankers Life Agent at 301 N Cattlemen Rd Sarasota, FL

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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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 22nd anniversary of the campaign. Since 2003, we’ve helped raise nearly $7.5 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 Sarasota, 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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Reviews

Reviews for Beth Phillips

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(10 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Beth has been my parent's agent for over 10 years. Recently my folks had an issue with their coverage that Beth helped them navigate through, thankfully with a favorable outcome. I cannot thank Beth enough for her professionalism, knowledge, updates, and most of all her compassion. I truly appreciate all of her efforts on my parent's behalf!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very helpful. Great knowledge of her business.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Beth is so thorough & makes sure all your insurance needs are met. She is very knowledgeable and makes things easier to understand.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    she helped us a great deal.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I don't know what I would have done if Beth were not there to guide me through the process of starting my Medicare. She's a God send.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Beth has always demonstrated excellent customer service to both my husband and I. She is available at any time to assist with questions and concerns we might have regarding our coverage plan and what works best for us . She has a very patient and kind demeanor when situations arise. We enjoy working with Beth .
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very patient and professional l! Her knowledge shows through in her presentation and she always follows through on her promises. I highly recommend Beth !!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Always there when i need her!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Exceptional customer service. Everything is explained to my satisfaction. I can contact her anytime I need anything explained or need help of any kind. She assists me with selecting a company to cover my drugs annually and instructs me how to use coupons and different pharmacies should they advantage me. I couldn't ask for better.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great people person
Displaying reviews 1 - 1 out of the 10 most recent

FAQs

Insights From Beth
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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.
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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!
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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.
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?

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