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David Perlich

Financial Professional
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(502) 316-7754(502) 316-7754
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David PerlichInsurance Sales Representative, Lexington, KY

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Meet David Perlich
Personal Business Philosophy
I believe building a strong retirement plan provides peace of mind. I’m dedicated to educating you on the innovative insurance planning solutions we offer, providing personal service and helping to make certain you can enjoy the life of your retirement.
licensed in
KY
professional background
Joined Bankers Life in 2022Began work in the Insurance Industry in 2022
personal background
Family: Father of one, he's 18

David Perlich, Bankers Life Agent in Lexington, KY

Closed - Opens at 8:00 AM Friday
Contact Me
Office Phone:
(859) 233-2125(859) 233-2125
Direct Phone:
(502) 316-7754(502) 316-7754
Cell Phone:
(859) 536-1963(859) 536-1963
david.perlich@bankerslife.com
Branch Info
2480 Fortune Dr
Ste 130
Lexington, KY 40509
US
Hours
Day of the WeekHours
Thursday8:00 AM - 6:00 PM
Friday8:00 AM - 6:00 PM
SaturdayClosed
SundayClosed
Monday8:00 AM - 6:00 PM
Tuesday8:00 AM - 6:00 PM
Wednesday8:00 AM - 6:00 PM

Products & Services Offered in Lexington, KY

  • 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

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 David Perlich

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(5 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    very knowledgeable, easy life sign up, great customer service
Displaying reviews 1 - 1 out of the 5 most recent

Customer Reviews for Lexington, KY

5
Rating 4.9full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(253 Reviews)
  • Andrew B
    July 8, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Leah was wonderful.. Very pleasant and knowledgeable..Would recommend her in a second..
    Leah was wonderful.. Very pleasant and knowledgeable..Would recommend her in a second..
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  • Miriam S
    July 2, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very informative and pleasant person to talk to.
    Very informative and pleasant person to talk to.
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  • Revonda B
    June 25, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Nice people. They presented themselves well. And they did their job well. and listened really good
    Nice people. They presented themselves well. And they did their job well. and listened really good
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  • Virse C
    June 19, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Medicare had me confused and I didn’t know what to do! Chris came and explained everything I needed to know and set me up with a great plan! Very helpful!
    Medicare had me confused and I didn’t know what to do! Chris came and explained everything I needed to know and set me up with a great plan! Very helpful!
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  • Jeannie B
    June 19, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    It was a pleasure doing business with someone who was able to answer all of my questions in a manner that was easy to understand. He made me feel confident in making my decision to apply for a UCard and having him to call if any questions or concerns should arise in the future.
    It was a pleasure doing business with someone who was able to answer all of my questions in a manner that was easy to understand. He made me feel confident in making my decision to apply for a UCard and having him to call if any questions or concerns should arise in the future.
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  • Yesim B
    June 11, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent!
    Excellent!
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  • Linda S
    June 9, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great. Simple. Clear.
    Great. Simple. Clear.
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  • Ed H
    June 9, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very Helpful.
    Very Helpful.
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  • michael S
    June 9, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very pleasant, very informative, more than adiquint, and very helpful.
    Very pleasant, very informative, more than adiquint, and very helpful.
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  • Monica D
    June 9, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very experience and knowledgeable. Helped me out a lot.
    Very experience and knowledgeable. Helped me out a lot.
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  • John B
    June 5, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Did what I asked and brought the info I wanted.
    Did what I asked and brought the info I wanted.
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  • David L
    June 5, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very pleasent. And helpful.
    Very pleasent. And helpful.
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  • Mike L
    May 22, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very professional and informative. Answered all our questions.
    Very professional and informative. Answered all our questions.
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  • Lynda F
    May 22, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Listen to our request. Information and patience.
    Listen to our request. Information and patience.
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  • Jerri R
    May 21, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Chris helped me with my medicare. I was signed up on the wrong plan over the phone but Chris fixed it. Thanks so much!
    Chris helped me with my medicare. I was signed up on the wrong plan over the phone but Chris fixed it. Thanks so much!
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  • Donna W
    May 15, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Answered a lot of questions. Made me feel better about Medicare.
    Answered a lot of questions. Made me feel better about Medicare.
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  • Linda W
    May 14, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Good guy. He explained everything I needed to know.
    Good guy. He explained everything I needed to know.
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  • Chelsea L
    May 12, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Educational. I feel more confident about insurance and retirement.
    Educational. I feel more confident about insurance and retirement.
    Read More
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  • Ballard B
    May 12, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Affected easy to deal with him. Would recommend.
    Affected easy to deal with him. Would recommend.
    Read More
    Read Less
  • Michael J
    May 7, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable and helpful! Great communicator on a difficult topic!
    Very knowledgeable and helpful! Great communicator on a difficult topic!
    Read More
    Read Less
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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Insights From David
Featured Videos
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Featured Videos
Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!
Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!
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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.
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