Richard Gregory

Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.

Field Manager - Insurance Sales Representative - Bankers Life and Casualty Company

Direct Phone:

(561) 494-7342(561) 494-7342

5.0

(9 Reviews)Leave a Review

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Meet Richard Our Brands and Partners Explore Medicare Advantage Our Products & Services Reviews FAQs Insights

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Meet Richard Our Brands and Partners Explore Medicare Advantage Our Products & Services Reviews FAQs Insights

Meet Richard Gregory

Personal Business Philosophy

Engaging with clients to help organize and build on their financial goals as they plan and near retirement. Being a trusted partner and advocate through focusing on client needs and their priorities.

licensed in

CT, FL, ME, NC, NJ, NY, PA, VA

FL License: W306368

professional background

Joined Bankers Life in 2014Began work in the Insurance Industry in 1982Education: Boston University, B.S; Saint Peter's University

personal background

Family: Married with three childrenCommunity Involvement: Active in community. Coached 26 different youth teams; Lacrosse, Hockey and Football. Vestry Member Saint Luke's Parish

Richard Gregory, Bankers Life Agent and Bankers Life Securities Financial Representative in West Palm Bch, 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:

(561) 689-3592(561) 689-3592

Direct Phone:

(561) 494-7342(561) 494-7342

Cell Phone:

(646) 209-3757(646) 209-3757

richard.gregory@bankerslife.com

Branch Info

1601 Forum Place

Ste 300 301

West Palm Bch

FL 33401

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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

8am-8pm

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.

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.

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Products & Services Offered in West Palm Bch, 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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Reviews

Reviews for Richard Gregory

5.0

(9 Reviews)

Gina D
May 23, 2024
5.0 out of 5.0
Rating 5.0
Richard took the time to fully understand my financial needs and goals; and communicates with me clearly and often about important updates. He is trustworthy, compassionate and always available when I need him for financial advice. With Richard, I am always certain that my financial assets and personal interests are safe and in good hands. I would enthusiastically recommend Richard as a Financial Advisor to all my family and friends.
Sandra S
May 17, 2024
5.0 out of 5.0
Rating 5.0
He takes phone calls whenever he is called even on weekends! He is very knowledgeable about finances and the stock market. He can answer any questions and can offer great investment suggestions. He is very kind and easy to work with!
Richard L
May 17, 2024
5.0 out of 5.0
Rating 5.0
Always there for us. Explained everything and took his time with us.
Pamela F
March 10, 2023
5.0 out of 5.0
Rating 5.0
Richard is prompt, thorough and he found the ideal Medicare plan for my personal needs. He was patient and kind in explaining my policy and I can reach him quickly if I need assistance. I highly recommend his services. I am very pleased!!
Cora B
March 3, 2023
5.0 out of 5.0
Rating 5.0
Richard is a knowledgeable professional an excellent person.
He has helping me with Medicare as well as long term health insurance, making easy to understand these matters. I will highly recommend him.
Ford G
February 26, 2023
5.0 out of 5.0
Rating 5.0
Not only a great friend, Richard has provided me and my wife with outstanding service. He made all the confusing Medicare stuff simple.
Cashie E
November 18, 2022
5.0 out of 5.0
Rating 5.0
Richard is a true PROFESSIONAL!He answers all concerns clearly making it understandable for the client! It is reassuring to know he has your best interest at heart! I would highly recommend Richard to all moving into the medicare phase of life! He has been an enormous help to me!
Flavia L.
May 28, 2022
5.0 out of 5.0
Rating 5.0
Great customer service
Roxana B.
April 20, 2022
5.0 out of 5.0
Rating 5.0
I value his expertise, follow-through and excellent client service.

Displaying reviews 1 - 1 out of the 9 most recent

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FAQs

Long-term care is the type of assistance people need when they can no longer perform some or all basic activities of daily living (ADLs) which can include eating, bathing, continence, dressing, toileting and transferring (that is, moving in or out of a bed, chair or wheelchair). Long-term care needs typically arise as part of the normal aging process, but they also can be due to an injury or illness, such as multiple sclerosis, stroke or rheumatoid arthritis, or due to a cognitive impairment like Alzheimer’s disease. Medicare may not cover many of these costs associated with aging.

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