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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
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Richard GregoryFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., West Palm Beach, FL

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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
CA, CT, FL, GA, ME, NC, NJ, NY, PA, SC, VA, WI
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 Beach, 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 Beach, FL 33401
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
8am-8pm

Products & Services Offered in West Palm Beach, 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.

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 Richard Gregory

5.0
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(24 Reviews)
  • 5.0 out of 5.0
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    Richard Gregory is Wonderful!!
  • 5.0 out of 5.0
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    Richard has been a huge help to us over the past few years. He is knowledgeable and is always working in our best interests. We highly recommend him!
  • 5.0 out of 5.0
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    Richard is an agent with extensive knowledge of what a person who is about to start their experience with Medicare benefits from. Excellent customer service.
  • 5.0 out of 5.0
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    Richard is FANTASTIC. He was recommended by a co-worker and he has met all of our needs above and beyond. He is also very courteous and informed about his business. a real pro! I would recommend Gregory to anyone needing insurance support.
  • 5.0 out of 5.0
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    Richard Gregory came into our lives eight years ago when we turned 65 & when we had no idea what to do ! A cold call was a blessing sent to us at the perfect time He came to our home many times & spent hours with us informing us about Medacare and what we were entitled to. We have learned so much with his incredible knowledge about Insurance & now Richard is our financial advisor. Richard has become a very special friend that you can TRUST! He is always available & I would recommend him to all.
  • 5.0 out of 5.0
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    What a great individual. He gave me such great service and great advice. Thank you Gregory
  • 5.0 out of 5.0
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    Mr. Gregory was so helpful and knowledgeable. He was great! Looking forward to working with him further.
  • 5.0 out of 5.0
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    Outstanding knowledge and service
  • 5.0 out of 5.0
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    I like working with Richard very much. He doesn't talk over my head and if he does he pause's and explains the "Greek to Me" information so I can understand. He doesn't make me feel ignorant rather, he invites questions and answers them fully.
    Thank You Richard!
  • 5.0 out of 5.0
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    Richard is extremely Knowledgable on all fronts. He treats you like family.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service! Richard is very knowledgeable and very helpful.
    Thank you Richard
  • 5.0 out of 5.0
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    Richard listens, knows the products and the regulatory framework. He will patiently work through details that might baffle a layperson. And it’s not on autopilot: he requires an annual pre renewal meeting to consider your situation and that of the health insurance market/regulatory framework.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Richard has extensive knowledge both in medical insurance and wealth management. He is extremely attentive and gives amazing personal attention. He is fast to follow up and explains all relative details to questions and concerns. I highly recommend Richard Gregory “ he offers a personal touch, rarely found these days”


  • 5.0 out of 5.0
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    We could not have navigated the world of Medicare without Richard. He is patient experienced and very helpful.
  • 5.0 out of 5.0
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    Richard is a master at customer service!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    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!
  • 5.0 out of 5.0
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    Always there for us. Explained everything and took his time with us.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    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!!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    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.
Displaying reviews 1 - 1 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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Insights From Richard
Making Life Insurance part of your “Life” story
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.
The Living Benefits of Life Insurance
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.
Make a Plan for your Long-term Care
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Benefits of Long-term Care Insurance
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
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