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Ricardo Jeremiah

Financial Professional
Agency Director - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(508) 720-7003(508) 720-7003
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Ricardo JeremiahAgency Director - Insurance Sales Representative, Waltham, MA

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Meet Ricardo Jeremiah
Personal Business Philosophy
Helping my clients protect their financial security as they plan for retirement is important to me. I recognize that my clients' needs and priorities change over time, and I am dedicated to being there to serve them with integrity every step of the way.
licensed in
MA

Ricardo Jeremiah, Bankers Life Agent in Waltham, MA

Closed - Opens at 9:00 AM
Contact Me
Office Phone:
(508) 820-8301(508) 820-8301
Direct Phone:
(508) 720-7003(508) 720-7003
ricardo.jeremiah@bankerslife.com
Branch Info
300 5th Ave
Ste 6010
Waltham, MA 02451
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 Waltham, MA

  • 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 Ricardo Jeremiah

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(1 Review)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great working with him
    Very knowledgeable about my needs
    He is a great professional and I will always support him

Customer Reviews for Waltham, MA

4.9
Rating 4.9full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(139 Reviews)
  • Sharlene M
    June 26, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service. I understand very clearly what he offered and explains to me
    Great customer service. I understand very clearly what he offered and explains to me
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  • Wakeford M
    June 25, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great experience. Mike was very knowledgeable and professional. Thanks for serving me and my family Mike and Bankers Life.
    Great experience. Mike was very knowledgeable and professional. Thanks for serving me and my family Mike and Bankers Life.
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  • Hawa V
    June 25, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Mike is a very knowledgeable and professional financial representative. He has helped me to understand my financial planning needs and how to address them. Thank you Mike and Bankers zlige
    Mike is a very knowledgeable and professional financial representative. He has helped me to understand my financial planning needs and how to address them. Thank you Mike and Bankers zlige
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  • Betty J
    June 24, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent presentation, well informed
    Excellent presentation, well informed
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  • Maria P
    June 20, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very good information
    Very good information
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  • Brianda T
    June 18, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very good meeting. Very polite and respectful gentleman who answered all my questions and helped me to understand Medicare.
    Very good meeting. Very polite and respectful gentleman who answered all my questions and helped me to understand Medicare.
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  • Debbie A
    June 18, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Mike a Matt did a good job explaining Medicare and retirement planning in general. I truly learnt a lot from this meeting. Thanks gentlemen.
    Mike a Matt did a good job explaining Medicare and retirement planning in general. I truly learnt a lot from this meeting. Thanks gentlemen.
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  • Perry A
    June 17, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Mike jeeps in touch and explains my policies so that I can understand what I have. I am happy to have Mike as my rep.
    Mike jeeps in touch and explains my policies so that I can understand what I have. I am happy to have Mike as my rep.
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  • Eileen N
    June 17, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Mike provides consistent and dependable service. He does not forget to do my annual reviews. I am happy to have him as my agent and friend. Thanks Bankers Life and Mike.
    Mike provides consistent and dependable service. He does not forget to do my annual reviews. I am happy to have him as my agent and friend. Thanks Bankers Life and Mike.
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  • Antoinette W
    June 11, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Mike makes it easy for me to understand my insurance and retirement planning needs. Our review meetings are informative and fun. Thank you for being my agent and friend Mike.
    Mike makes it easy for me to understand my insurance and retirement planning needs. Our review meetings are informative and fun. Thank you for being my agent and friend Mike.
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  • Hermelinda D
    June 11, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very good agent. He keeps in touch with me and helps me to monitor my policies.
    Very good agent. He keeps in touch with me and helps me to monitor my policies.
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  • Sherieka F
    June 10, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Mr McGibbon is a very informative agent who strives to make his clients understand exactly what the policy offers. He responds in a timely manner and is always there to answer any questions that you have available.
    Mr McGibbon is a very informative agent who strives to make his clients understand exactly what the policy offers. He responds in a timely manner and is always there to answer any questions that you have available.
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  • Isabel P
    June 10, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Mike sent me a letter to remind me to review my policies. He helped me with service work and answered all my questions. Thanks fir your service Mike
    Mike sent me a letter to remind me to review my policies. He helped me with service work and answered all my questions. Thanks fir your service Mike
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  • Barbara G
    June 4, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    He was very good on everything
    He was very good on everything
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  • Louise M
    June 3, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I am happy to have Mike as my agent. He keeps me up to date on the status of my policies and makes sure I have enough coverage. Thanks for your service Mike.
    I am happy to have Mike as my agent. He keeps me up to date on the status of my policies and makes sure I have enough coverage. Thanks for your service Mike.
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  • Pauline W
    May 28, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Mike was very good at explaining the importance of financial planning. I am grateful for the reviews he’s does for me. Thanks for what you do Mike
    Mike was very good at explaining the importance of financial planning. I am grateful for the reviews he’s does for me. Thanks for what you do Mike
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  • Joan D
    May 22, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Met Charles at my house from a email and phone call we had to set up. Charles was very flexible and on time. He addressed exactly my needs and more. I needed life insurance as well as my Medicare part A and B with less deductibles and copays. I referred him to my family members and my senior community. His personality was great and had no problem tackling my issues. You are lucky to have him!
    Met Charles at my house from a email and phone call we had to set up. Charles was very flexible and on time. He addressed exactly my needs and more. I needed life insurance as well as my Medicare part A and B with less deductibles and copays. I referred him to my family members and my senior community. His personality was great and had no problem tackling my issues. You are lucky to have him!
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  • Ilene S
    May 21, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    He was a great representative. He was nice and answered any questions that I had, very personable as well!
    He was a great representative. He was nice and answered any questions that I had, very personable as well!
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  • Mary L
    May 20, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Michael provided very valuable information about my long term financial security plans. I definitely will be applying for long term care insurance soon. I found his annual reviews to be very valuable.
    Michael provided very valuable information about my long term financial security plans. I definitely will be applying for long term care insurance soon. I found his annual reviews to be very valuable.
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  • Edward H
    May 18, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent customer service
    Excellent customer service
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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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Insights From Ricardo
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Finding Balance: How Financial Therapy Can Transform Your Money Mindset
Managing money can be a significant source of stress in life. For some, a simple tweak in their budget can bring clarity and stability. For others, financial challenges may stem from more complex issues, such as changes in financial circumstances, unhealthy spending habits, or emotional barriers. These difficulties can also impact relationships with partners and hinder progress toward achieving financial wellness. Moreover, our cultural background, religious beliefs, and gender identity often shape how we perceive and interact with money.
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It’s common for investors, especially those in or near retirement, to pause and consider whether their financial approach still aligns with their goals. If the market feels shaky, then it becomes even more important to do so. Reviewing your 2025 investment strategy doesn’t always mean making major changes, but it may help you feel more informed and confident about your situation and next steps.
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