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Casey Moag
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Field Director - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(352) 775-7093(352) 775-7093
Casey MoagFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Ocala, FL
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Meet Casey Moag
Personal Business Philosophy
Offering solutions that help to meet the needs of clients today and for retirement. Building personal relationships by listening to better understand your retirement goals.
licensed in
FL, MI
FL License: W946055
professional background
Joined Bankers Life in 2016Began work in the Insurance Industry in 2016Education: Davenport University, Bachelor's degree
designations received
Insurance Designations: Social Security Certification - The American CollegeFinancial Representative Designations: Series 6,7,63,65
personal background
Military Service: Served six years with the Michigan National Guard
Casey Moag, Bankers Life Agent and Bankers Life Securities Financial Representative in Ocala, FL
Closed - Opens at 9:00 AM Monday
Contact Me
Office Phone:
(352) 205-7032(352) 205-7032
Direct Phone:
(352) 775-7093(352) 775-7093
Branch Info
1700 SE 17th
Ste 300
Ocala, FL 34471
US
Hours
| Day of the Week | Hours |
|---|---|
| Sunday | Closed |
| 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 |
Request An Appointment
Products & Services Offered in Ocala, FL
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ExploreLife Insurance
Find out how life insurance can help protect the financial security of you and your family.![]()
ExploreMedicare 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.![]()
ExploreBrokerage 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.![]()
ExploreAdvisory Services
As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
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.
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 Casey Moag
5.0
Rating 5.0
(12 Reviews)- August 10, 20255.0 out of 5.0Rating 5.0Casey was just what I needed at this time. I look forward to our relationship and helping my finances grow. He is personable and listens. He helped me understand what I needed in lay terms. It's nice to meet someone that you immediately feel like you have known for a while.
Sincerely,
Ginger Whitmire
Displaying reviews 1 - 1 out of the 12 most recent
Customer Reviews for Ocala, FL
5
Rating 4.9
(126 Reviews)- September 19, 20255.0 out of 5.0Rating 5.0Gladys took over our account and visited us right away to see if there was anything more she could do for us insurance wise. When my husband passed, she came to his funeral and when I was struggling to understand our investments she connected me with Mike Richards, who has been immensely helpful and spent hours with me. The whole team at Bankers Life has been outstanding and I'm so glad I chose to go with them for Medicare and now, my retirement account.
- September 10, 20255.0 out of 5.0Rating 5.0Tim is really great at what he does!! Thank you for your help Tim.
- September 9, 20255.0 out of 5.0Rating 5.0Answered all my questions. Very knowledgeable and professional.
- September 4, 20255.0 out of 5.0Rating 5.0I meant Colleen and her daughter, SARAH, had a Medicare information seminar earlier this year. She seemed to be extremely knowledgeable in all of the Medicare products as well as timing and the logistics there of. My wife and I decided to proceed with Colleen as our agent and we were Extremely satisfied with the work and information that she provided.
- September 3, 20255.0 out of 5.0Rating 5.0Very professional. Very knowledgeable about insurance. Jazlyn was very good on matching me with insurance that I could afford.
- August 27, 20255.0 out of 5.0Rating 5.0Reejetta is so knowledgeable and caring! We are so glad we attended the Medicare seminar she hosted!
- August 26, 20255.0 out of 5.0Rating 5.0Excellent. what a great human being, very knowledgeable, professional, great listener, understood my needs and provided excellent advice on best Medicare options for me.
Highly recommended. - August 19, 20255.0 out of 5.0Rating 5.0Karen was wonderful! Personable and extremely knowledgeable. Super helpful with how to navigate the craziness of Social Security and Medicare. I highly recommend her!
- August 12, 20255.0 out of 5.0Rating 5.0Listened to my needs and showed me many alternative and the difference between each one.
- August 12, 20255.0 out of 5.0Rating 5.0Jazlyn did a great job making the process with Medicare understandable and easy. Although your Annuity was a good product, I am not wanting a 10 yr annuity at this time which is your minimum. I will keep in touch with her as my needs change.
- August 10, 20255.0 out of 5.0Rating 5.0Casey was just what I needed at this time. I look forward to our relationship and helping my finances grow. He is personable and listens. He helped me understand what I needed in lay terms. It's nice to meet someone that you immediately feel like you have known for a while.
Sincerely,
Ginger Whitmire - August 8, 20255.0 out of 5.0Rating 5.0Jazlyn has been very helpful. Normally I wouldn’t have responded to someone I don’t know. She was not pushy. She was soft spoken and informative. Patient and kind. As we get older it’s nice to have a soft spoken patient person help us not feel silly on computers or to need more explanation on things. She is the perfect fit for my individual situation.
- August 5, 20255.0 out of 5.0Rating 5.0Karen is an excellent rep for Bankers life
- July 31, 20255.0 out of 5.0Rating 5.0Very easy to do business with so helpful.
- July 15, 20255.0 out of 5.0Rating 5.0Quick responses to questions! Great customer service.
- July 10, 20255.0 out of 5.0Rating 5.0Karen instills confidence and trust. I enjoyed the process with her and appreciate her so much.
- July 2, 20255.0 out of 5.0Rating 5.0Our insurance agent did a great job taking time to discuss all kinds of options when deciding to purchase whole life coverage.
- July 1, 20255.0 out of 5.0Rating 5.0Excellent service
- July 1, 20255.0 out of 5.0Rating 5.0Excellent customer service, knowledgeable and easy to understand
- June 26, 20255.0 out of 5.0Rating 5.0Karen gives great customer service! She is thorough and willing to do what she can to help.
Displaying reviews 1 - 4 out of the 20 most recent
FAQs
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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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