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Sarah Lounsbury
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) 494-7355(561) 494-7355
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Meet Sarah Lounsbury
Personal Business Philosophy
Building strong relationships by assisting clients in achieving financial goals while educating and providing solutions for retirement.
licensed in
CA, FL, GA, MD, NC, NJ, PA, SC, VA
FL License: W420297
CA License: 4087394
professional background
Joined Bankers Life in 2017Became a Financial Representative in 2018Began work in the Insurance Industry in 2017Education: BBA in International Business from Northwood University
designations received
Company Recognitions: Convention QualifierInsurance Designations: CLTC, MDRT
personal background
Family: Husband Dan, adopted daughter Lily & rescue dog Chipper.Community Involvement: Participate in Alzheimer and JDRF charity walks, Active in Adult Soccer leagues. Els for Autism Foundation.
additional languages
German
Sarah Lounsbury, Bankers Life Agent and Bankers Life Securities Financial Representative in West Palm Beach, FL
9:00 AM - 9:00 PM 9:00 AM - 9:00 PM 9:00 AM - 9:00 PM 9:00 AM - 9:00 PM 9:00 AM - 9:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(561) 689-3592(561) 689-3592
Direct Phone:
(561) 494-7355(561) 494-7355
Cell Phone:
(407) 443-3446(407) 443-3446
Branch Info
1601 Forum Place
Ste 300 301
West Palm Beach, FL 33401
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | 9:00 AM - 9:00 PM |
| Tuesday | 9:00 AM - 9:00 PM |
| Wednesday | 9:00 AM - 9:00 PM |
| Thursday | 9:00 AM - 9:00 PM |
| Friday | 9:00 AM - 9:00 PM |
| Saturday | Closed |
| Sunday | Closed |
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Awarded as a 2026 Top Women Financial Advisor at Bankers Life
Recognized for excellence in retirement and financial planning solutions that help clients reach their goals.
- Retirement income
- Healthcare expenses
- Investment strategies
- Legacy giving
*The Top Women Financial Advisors program is a Bankers Life internal incentive awarded to top performing women financial advisors based certain defined criteria.
Wealth Management Services
Whether you're building wealth, protecting your family, or preserving your assets, our wealth management services are tailored to your goals—now and for the long term.
Investment management
Receive expert guidance from financial advisors on asset allocation, market trends, and strategic decisions involving mutual funds and exchange-traded funds—tailored to your goals, risk tolerance, and time horizon.
Retirement planning
Create a personalized plan to help you save, invest, and generate income, bringing more clarity and confidence to your retirement years.
Education/College planning
Build a 529 plan funding strategy that ensures you're setting aside the right amount to support your children's or grandchildren’s education goals.
Cash flow planning
Track income and expenses to gain better control of your finances, so you can allocate excess cash toward your priorities and long-term goals.
Income planning
Design a reliable income strategy that supports your lifestyle—whether you're preparing for retirement or already enjoying it—using solutions such as variable annuities and other income-generating investments.
Insurance planning
Develop a protection strategy to safeguard your family and finances from the impact of unexpected life events, with solutions such as life insurance and long-term care insurance.
Additional 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.
ExploreLong-term Care Insurance
Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.
ExploreAnnuities
Learn how an annuity can help protect and grow your retirement savings.
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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 (7)
Insurance Calculators (7)
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Explore Medicare Advantage
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 Sarah Lounsbury
5.0
Rating 5.0
(41 Reviews)- January 8, 20265.0 out of 5.0Rating 5.0Sara,
I was going into uncharted territory and you made the process easy. Your insight and help getting signed up for Medicare and supplemental insurance was seamless.it has been truly a delight working with you.
Looking forward to working with you again.
Phillip - January 1, 20265.0 out of 5.0Rating 5.0Thank you for your advice and guidance. Looking forward to working with you.
- December 31, 20255.0 out of 5.0Rating 5.0She walked me thoroughly through every step signing up for Medicare and made it fun and an adventure in learning!!
took all aspects of my situation into Acct and found me the best plan. I travel back-and-forth through different states so I wanted coverage across the country.
I am so happy I have the plan I do. It’s proven to be the best for me.
She is very thorough cares that each person gets the best plan suited for them, follows up regularly and make certain all questions are answered. !! - December 15, 20255.0 out of 5.0Rating 5.0Sarah is the best of the best. While looking into the abyss of governmental chaos, the big black whole of Medicare enrollment, she safely and efficiently guided me through the process. She is my Medicare angel!
She shows up with her laptop, tremendous enthusiasm and a wealth of knowledge & experience that is overwhelming and humbling at the same time. By the end of our meeting, I was signed up and ready to go. Amazing! First Class! Valet! Everyone needs an angel. Thank you Sarah. - December 8, 20255.0 out of 5.0Rating 5.0Sarah has been taking care of our health insurance for years. She is attentive to our needs, and goes out of her way to find the best coverage for us. I find health insurance very confusing, yet I’ve never felt that I’m inconveniencing her with any questions I have. Sarah never fails to check in with us yearly to let us know all is good with our insurance for another year, OR to tell us she found a better plan for benefits and cost for us. Call Sarah for insurance and financial advice!!
- December 3, 20255.0 out of 5.0Rating 5.0Sarah breezed me through my health insurance transition. Her ample knowledge and experience enables her to clearly present all possible scenarios. In addition, her customer service and demeanor are top notch making all interactions an amenable experience.
- December 2, 20255.0 out of 5.0Rating 5.0Sarah‘s professionalism work ethnic is unlike any other Agent,I’ve ever meet.
She is extremely dedicated to her clients and goes the extra mile,to ensure their coverage is the best they can get. - December 1, 20255.0 out of 5.0Rating 5.0I have the pleasure of being with Sarah for a few years now. She is handling all my investments and guiding me how to save and make it grow. I like how she explains things in a way that I can understand.
- November 11, 20255.0 out of 5.0Rating 5.0Great customer service, very knowledgeable.
- November 11, 20255.0 out of 5.0Rating 5.0Sarah was fantastic , she was kind , patient and very knowledgeable in all areas.
- July 22, 20255.0 out of 5.0Rating 5.0Thank you so much for making a very stressful transition into Medicare a breeze!
- June 30, 20255.0 out of 5.0Rating 5.0She always provides excellent customer service by being there to make sure all the appropriate paperwork and mandated timelines are met. We felt very fortunate to have her navigate and guide us through our retirement process and knowing she will always be there for us.
- June 26, 20255.0 out of 5.0Rating 5.0Sarah is an exceptionally knowledgeable employee and a true professional. Sarah’s guided my wife and me through the questions often not asked. Sarah was completely forthcoming with the in and out of the process and managed to get a product that meets our needs.
Thank you Sarah for being a friend and true professional.
William Sandman - June 24, 20255.0 out of 5.0Rating 5.0Professional and experienced.
- June 20, 20255.0 out of 5.0Rating 5.0My wife and I are so thankful to have Sarah handling our retirement accounts. Her expertise on Social Security and Medicare made our transition to retirement stress free.
- June 12, 20255.0 out of 5.0Rating 5.0Great experience very knowledgeable of all things in insurance. Looking foward to working with Sarah again
- May 21, 20255.0 out of 5.0Rating 5.0I have been a client of Sarah for a year and her service is exceptional. She always makes herself available and her friendly down to earth personality makes her easy to work with.
- May 18, 20255.0 out of 5.0Rating 5.0Sarah Loundbury has been advising our family on Medicare and life insurance needs for at least 5 years. She helped us transition from company sponsored medical insurance to Medicare (which is a maze of information to say the least). We have also purchased two Whole Life Insurance policies through Sarah. She is very knowledgeable and helpful in the way that she explains the options available to us. She stays on top of every detail so that we can feel confident about our choices.
- April 15, 20255.0 out of 5.0Rating 5.0Excellent product knowledge. Always available. Outstanding customer service skills. Sarah makes me feel comfortable about my financial choices & smarter every time we speak. I am grateful to her and Bankers.
- January 30, 20255.0 out of 5.0Rating 5.0We dealt with Shari Buffa who was excellent! She is very professional and her follow up is extraordinary.
Displaying reviews 1 - 1 out of the 20 most recent
Frequently Asked Questions
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.
Insights From Sarah
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.
Meet Your Financial Advisor
Let’s start with a conversation. I’ll take the time to understand your goals, values, and vision for the future. Give me a call at (407) 443-3446 or fill out the form. I’ll be in touch soon.
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