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Michael Richard

Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Field Manager - Insurance Sales Representative - Bankers Life and Casualty Company
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Michael RichardFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Sarasota, FL

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Meet Michael Richard
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, NC, NM, OK, RI, TX, WA, WI
FL License: P227435
professional background
Joined Bankers Life in 2010Became a Financial Representative in 2019Education: University of South Florida
designations received
Insurance Designations: Chartered Retirement Planning Counselor
personal background
Family: My wife, Jessica and two beautiful children, Sebastian and MadelineCommunity Involvement: Sarasota Mission Alliance, and Board member for the nonprofit organization, Hillside Foundation

Michael Richard, Bankers Life Agent and Bankers Life Securities Financial Representative 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
Cell Phone:
(941) 993-9275(941) 993-9275
michael.richard@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

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 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 to learn more about Medicare Advantage.


Medicare Advantage (Part C) is an all-in-one alternative to Original Medicare Parts A and B.


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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  • 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
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Reviews

Reviews for Michael Richard

5.0
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(12 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Michael is very professional and knowledgeable. He explained everything in a way I could understand and I was able to recommend my best options.
  • 5.0 out of 5.0
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    Michael was an amazing advisor and trusted friend to my mom for years and has been a great help to me since her passing. I’m so thankful for his guidance and wisdom to lean on as I’m making decisions on my next steps in life!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    We have started to evaluate our portfolio and was recommended Michael Richard to help with questions, review our portfolio and possible continue as our fund manager.

    Michael was very communicative and stayed on top of our appointment, which was our home!! He was able to reschedule earlier and called to provide the update, which we gratefully accepted. He listened and provided invaluable feedback even helped reordered our portfolio, at no charge!!! I would definitely recommend Michael!!!
    5 star
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Michael has always been available when I have questions or need assistance.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Michael has always given us good answers for our questions and excellent service.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Michael has been a pleasure to work with. We appreciate his honesty and efforts to see that we are satisfied with end results.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Michael Richard is one of those rare people in life with so much integrity and follow-through that I would trust him with any kind of our personal business. He has gone the extra mile so many times in the many years we've known him and has saved us thousands of dollars every year in everything from prescription drugs to medical insurance to investment banking.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Mike is always very responsive and patient answering all our questions. He is great at multi tasking while still answering our questions. Great customer service!!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Michael Richard is a very professional Financial Advisor. I have been working with him for over a decade now. He looks out for my best interest and is very easy to communicate with. He is very prompt, patient, and understanding of my financial situation. Would highly recommend him to anyone.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    We have known Michael Richards for 9 years. He looked over my investments & was very supportive of me & my concerns. He was compassionate, professional, & very knowledgeable on all aspects of investments. He made us feel very at ease & trusted him. So we gave him investments. Since then they have grown fantastically. He advised on 6/2 that we don't need to worry about our future. We have more then enough to live comfortably. It's THANKS to Mike for his sound advise. We highly recommend him.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I have been doing business with Michael Richard at Bankers Life for the last 6 years. When I met Mike I was a recent widower stumbling through retirement and completely unorganized with my financial affairs. Mike spent hours at my kitchen table over a period of months getting my $$$ affairs in order. I very much appreciate the personal service and great/sound advice he has given me to grow, preserve, and protect my nest egg.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great personality and service.
Displaying reviews 1 - 1 out of the 12 most recent

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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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