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Michael Richard
Unit Field Trainer - Insurance Sales Representative, Bankers Life and Casualty Company
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
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
AL, FL, GA, MI, NC, NM, OK, RI, VA, 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
Branch Info
301 N Cattlemen Rd
Ste 106
Sarasota, FL 34232
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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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.
FORGET ME NOT DAYS
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
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Life Insurance
Find out how life insurance can help protect the financial security of you and your family. - Explore
Medicare Supplement Insurance
Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover. - Explore
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. - Explore
Annuities
Learn how an annuity can help protect and grow your retirement savings. - Explore
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. - Explore
Advisory Services
As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
Reviews
Reviews for Michael Richard
5.0
Rating 5.0
(6 Reviews)- November 28, 20235.0 out of 5.0Rating 5.0Michael 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.
- September 13, 20235.0 out of 5.0Rating 5.0Mike is always very responsive and patient answering all our questions. He is great at multi tasking while still answering our questions. Great customer service!!
- August 22, 20235.0 out of 5.0Rating 5.0Michael 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.
- June 3, 20235.0 out of 5.0Rating 5.0We 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.
- February 9, 20235.0 out of 5.0Rating 5.0I 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.
- October 20, 20225.0 out of 5.0Rating 5.0Great personality and service.
Displaying reviews 1 - 1 out of the 6 most recent
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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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