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William Lutz

Financial Representative, Bankers Life Securities, Inc.
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(813) 947-7007(813) 947-7007
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William LutzFinancial Representative, Bankers Life Securities, Inc., Wesley Chapel, FL

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Meet William Lutz
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, OH, PA, SC
FL License: W688898
professional background
Joined Bankers Life in 2020Became a Financial Representative in 1994Began work in the Insurance Industry in 1986Education: University of Florida Masters Business Administration

William Lutz, Bankers Life Agent and Bankers Life Securities Financial Representative in Wesley Chapel, FL

Closed - Opens at 9:00 AM
Contact Me
Office Phone:
(813) 947-7000(813) 947-7000
Direct Phone:
(813) 947-7007(813) 947-7007
william.lutz@bankerslife.com
Branch Info
2818 Cypress Ridge Blvd
Ste 230
Wesley Chapel, FL 33544
US
Hours
Day of the WeekHours
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM

Products & Services Offered in Wesley Chapel, 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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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.

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 – Let us 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.


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?

Reviews

Reviews for William Lutz

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(11 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Bill did a great job explaining our options on Medicare and Annuities. Helped us make a decision on the best path forward at this time.
Displaying reviews 1 - 1 out of the 11 most recent

Customer Reviews for Wesley Chapel, FL

4.9
Rating 4.9full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(55 Reviews)
  • Bill H
    June 10, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service and he informed me about a lot of stuff
    Great customer service and he informed me about a lot of stuff
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  • Dawn K
    May 21, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    So Very Helpful & knowledgeable ! For myself ( switching from my husbands work ins. due to retirement) and my husband & in the past for my mother. Nelson was great with my mom (age 90) and we really appreciated his patients and humor with her.
    Nelson has gone above and beyond to help us. Thank You Again Nelson !
    So Very Helpful & knowledgeable ! For myself ( switching from my husbands work ins. due to retirement) and my husband & in the past for my mother. Nelson was great with my mom (age 90) and we really appreciated his patients and humor with her.
    Nelson has gone above and beyond to help us. Thank You Again Nelson !
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  • Rebecca W
    May 20, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Felix has done an absolutely excellent job in guiding us thru the complicated choices available to seniors. He simplified everything for me and I have the comfort of knowing I am adequately taken care of. Thank you Felix.
    Felix has done an absolutely excellent job in guiding us thru the complicated choices available to seniors. He simplified everything for me and I have the comfort of knowing I am adequately taken care of. Thank you Felix.
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  • Steven G
    April 17, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Bill did a great job explaining our options on Medicare and Annuities. Helped us make a decision on the best path forward at this time.
    Bill did a great job explaining our options on Medicare and Annuities. Helped us make a decision on the best path forward at this time.
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  • Madison B.
    April 10, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    The agents here are so kind and caring. They always keep my best interests in mind when helping me.
    The agents here are so kind and caring. They always keep my best interests in mind when helping me.
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  • Claire L
    April 3, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Thank you Nelson. It has been a continued great experience for the last 2 years. You are always prompt and informative. I appreciate you ensuring I understand the process and troubleshooting when things don’t make sense with Medicares processes. You have made a complicated process seem so easy. I could not of done it without you.
    Thank you Nelson. It has been a continued great experience for the last 2 years. You are always prompt and informative. I appreciate you ensuring I understand the process and troubleshooting when things don’t make sense with Medicares processes. You have made a complicated process seem so easy. I could not of done it without you.
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  • Luz P
    March 25, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent customer service and always available when needed
    Excellent customer service and always available when needed
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  • Sherry M
    March 12, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Bill really knows how to explain everything in simple terms. He is delightful to work with, doing what he says he will do, when he says he will do it! It is a pleasure working with him.
    Bill really knows how to explain everything in simple terms. He is delightful to work with, doing what he says he will do, when he says he will do it! It is a pleasure working with him.
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  • Kimberly C
    March 12, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Bill and his assistant were very pleasant and helpful. They did a great job of finding some money saving changes for our medicare and adding some services we needed. They did a great job and we were happy to work with them
    Bill and his assistant were very pleasant and helpful. They did a great job of finding some money saving changes for our medicare and adding some services we needed. They did a great job and we were happy to work with them
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  • Richard H
    February 11, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Mr. Rojas was friendly and very knowledgeable about the products that Bankers Life offer. I enjoy working with him. Thumbs up!
    Mr. Rojas was friendly and very knowledgeable about the products that Bankers Life offer. I enjoy working with him. Thumbs up!
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  • Barbara R
    February 1, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very patient, real good understandable details especially for someone like me!
    Very patient, real good understandable details especially for someone like me!
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  • Sunday F
    January 23, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent customer service
    Very knowledgeable about everything I needed to know as a little bit older woman..
    Very sweet, young girl and highly intelligent!!!
    Excellent customer service
    Very knowledgeable about everything I needed to know as a little bit older woman..
    Very sweet, young girl and highly intelligent!!!
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  • Guy F
    January 22, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Gunnar has been extemely diligent and helpful in transferring our, somewhat complicated, portfolio from another firm to Bankers life.
    Gunnar has been extemely diligent and helpful in transferring our, somewhat complicated, portfolio from another firm to Bankers life.
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  • Ann P
    January 16, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great Customer Service! I am so grateful to have Felix as my Insurance Agent. His guidance, patience and dedication have helped make informed decision about my Insurance needs. I am so highly impressed with his service and will highly recommend him to anyone i know looking for Insurance. Thank you very much.
    Great Customer Service! I am so grateful to have Felix as my Insurance Agent. His guidance, patience and dedication have helped make informed decision about my Insurance needs. I am so highly impressed with his service and will highly recommend him to anyone i know looking for Insurance. Thank you very much.
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  • Richard M
    December 20, 2024
    1.0 out of 5.0
    Rating 1.0full star rating
    ☘️ Irish Honey Badger - I've tried to cancel this policy for 9 months.
    ☘️ Irish Honey Badger - I've tried to cancel this policy for 9 months.
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    Response from Bankers Life
    January 14, 2025
    Hello Richard, thank you for leaving a review. Our branch management team would like to assist with your request, but they've not been able to make contact. If you would like to reach out to the branch directly, their number is (727) 938-5999. If you would like to email us with any questions or concerns, our email address is BLReviews@bankerslife.com.
  • Reinaldo P
    December 11, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Felix Rojas is very knowledgeable and professional. He is honest, respectful and his top priority are his customers. I highly recommend Felix Rojas.
    Felix Rojas is very knowledgeable and professional. He is honest, respectful and his top priority are his customers. I highly recommend Felix Rojas.
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  • Carlos M
    December 10, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Alejandra Broos helped me with my application. She was very helpful and finalized all paperwork in a timely manner.
    Alejandra Broos helped me with my application. She was very helpful and finalized all paperwork in a timely manner.
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  • Nathan S
    December 8, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Amazing experience with Bill Lutz. He is extremely knowledgeable and personable.
    Amazing experience with Bill Lutz. He is extremely knowledgeable and personable.
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  • Michael F
    November 26, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent customer service. Knowledgeable about current status of Medicare issues. Highly responsive to our needs. Genuinely concerned that we have the best product for our situation.
    Excellent customer service. Knowledgeable about current status of Medicare issues. Highly responsive to our needs. Genuinely concerned that we have the best product for our situation.
    Read More
    Read Less
  • Steven I
    October 31, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Olivia Was a delight to work with. Very informative for me and my wife and answered questions from my 90 year old Mom.
    Olivia Was a delight to work with. Very informative for me and my wife and answered questions from my 90 year old Mom.
    Read More
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Displaying reviews 1 - 4 out of the 20 most recent

FAQs

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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