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Robert Gerren

Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(269) 220-3076(269) 220-3076
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Robert GerrenFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Portage, MI

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Meet Robert Gerren
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
IN, MI

Robert Gerren, Bankers Life Agent and Bankers Life Securities Financial Representative in Portage, MI

Closed - Opens at 9:00 AM Tuesday
Contact Me
Office Phone:
(269) 343-8541(269) 343-8541
Direct Phone:
(269) 220-3076(269) 220-3076
Cell Phone:
(269) 491-8112(269) 491-8112
robert.gerren@bankerslife.com
Branch Info
950 Trade Centre Way
Ste 325
Portage, MI 49002
US
Hours
Day of the WeekHours
Monday9:00 AM - 6:00 PM
Tuesday9:00 AM - 6:00 PM
Wednesday9:00 AM - 6:00 PM
Thursday9:00 AM - 6:00 PM
Friday9:00 AM - 6:00 PM
SaturdayClosed
SundayClosed

Products & Services Offered in Portage, MI

  • 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
  • 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

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 Robert Gerren

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(6 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Robert did an excellent job helping with Medicare Advantage plans and long term care. He was very honest and trustworthy. Don't hesitate to use him.
Displaying reviews 1 - 1 out of the 6 most recent

Customer Reviews for Portage, MI

4.9
Rating 4.9full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(192 Reviews)
  • Jeri G
    September 3, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Just met Kevin, very friendly and extremely knowledgeable about a very confusing topic. Very impressed with him and look forward to working with him regarding medicare issues in the future.
    Just met Kevin, very friendly and extremely knowledgeable about a very confusing topic. Very impressed with him and look forward to working with him regarding medicare issues in the future.
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  • Deborah H
    August 6, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Best agent! Very informative, answered all my questions answered got me set up with exactly what I needed.
    Best agent! Very informative, answered all my questions answered got me set up with exactly what I needed.
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  • Lori K
    July 31, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Robert did an excellent job helping with Medicare Advantage plans and long term care. He was very honest and trustworthy. Don't hesitate to use him.
    Robert did an excellent job helping with Medicare Advantage plans and long term care. He was very honest and trustworthy. Don't hesitate to use him.
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  • Paula M
    July 29, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I appreciate Rich recognizing my needs. He is well prepared and professional. Thx Rich so much!
    I appreciate Rich recognizing my needs. He is well prepared and professional. Thx Rich so much!
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  • Temitope A.
    July 10, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Satisfying
    Satisfying
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  • Steven C
    July 7, 2025
    4.0 out of 5.0
    Rating 4.0full star ratingfull star ratingfull star ratingfull star rating
    Never got word if my policy was approved, but I see money was taken out of my checking account.
    Never got word if my policy was approved, but I see money was taken out of my checking account.
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  • Eric L
    June 26, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kevin is knowledgeable about the insurance policies. He has a great personality and customer service. I enjoy working with him.
    Kevin is knowledgeable about the insurance policies. He has a great personality and customer service. I enjoy working with him.
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  • Betty O
    June 24, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jessica is exceptionally skilled at what she does. She is very knowledgeable and matches need to solution without being pushy or overselling services. I've had several productive and positive interactions with her.
    Jessica is exceptionally skilled at what she does. She is very knowledgeable and matches need to solution without being pushy or overselling services. I've had several productive and positive interactions with her.
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  • Al H
    June 12, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    If I could give Julie a higher rating then five she deserves a 10 she’s very patient, She explains things thoroughly, She’s very personable friendly she helps you understand the policy by answering questions so you can understand.
    Thank you for your help.
    If I could give Julie a higher rating then five she deserves a 10 she’s very patient, She explains things thoroughly, She’s very personable friendly she helps you understand the policy by answering questions so you can understand.
    Thank you for your help.
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  • Sandy S
    June 4, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Chloe Eakins was great. She was very helpful, listened and helped us meet our goals.
    Chloe Eakins was great. She was very helpful, listened and helped us meet our goals.
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  • Kelly L
    May 22, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Colline was amazing and answered all my questions honestly and patiently.
    Colline was amazing and answered all my questions honestly and patiently.
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  • Christine F
    May 15, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I enjoyed my time spent with Valerie. She answered my questions and provided information that made my insurance understandable.
    I enjoyed my time spent with Valerie. She answered my questions and provided information that made my insurance understandable.
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  • Terri O
    May 10, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Anna was very patient and helpful. She took a lot of the stress out of the process.
    Anna was very patient and helpful. She took a lot of the stress out of the process.
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  • Joyce W
    May 6, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Julie explained the various medicare plans thoroughly and effectively. She was polite, friendly and presented herself very professionally.
    Julie explained the various medicare plans thoroughly and effectively. She was polite, friendly and presented herself very professionally.
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  • Jodie K
    May 1, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Thank you Kevin for going the extra mile
    Thank you Kevin for going the extra mile
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  • Michael K
    May 1, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very persistent !! Very flexible !! Great customer service. Very knowledgeable !! Fun to talk with.
    Very persistent !! Very flexible !! Great customer service. Very knowledgeable !! Fun to talk with.
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  • Daniel D
    April 30, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Anna was great. She was very informative, polite and professional. We are thankful to have found her!
    Anna was great. She was very informative, polite and professional. We are thankful to have found her!
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  • Denise C
    April 29, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kevin is always on time and very prepared to give us the best possible advise! We completely trust that he has our best interest in mind.
    Kevin is always on time and very prepared to give us the best possible advise! We completely trust that he has our best interest in mind.
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  • Kimber C
    April 24, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very personable, knowledgeable and understanding of our personal situation.
    Very personable, knowledgeable and understanding of our personal situation.
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  • Ralph G
    April 18, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very informative!! Kind professional service.
    Highly recommend Julie
    Very informative!! Kind professional service.
    Highly recommend Julie
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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 Robert
Featured Videos
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve. Someone may need long...
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve. Someone may need long-term care if they can no longer perform activities of daily living on their own (such as eating, bathing, dressing, or taking medications). These assisted care needs usually arise as part of the normal aging process, but can also occur as a result of injury, illness, or cognitive impairment. Long-term care can be costly and Medicare may not cover many of the expenses. Long-term care insurance pays benefits for assisted care services received at a facility or at home
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve. Someone may need long-term care if they can no longer perform activities of daily living on their own (such as eating, bathing, dressing, or taking medications). These assisted care needs usually arise as part of the normal aging process, but can also occur as a result of injury, illness, or cognitive impairment. Long-term care can be costly and Medicare may not cover many of the expenses. Long-term care insurance pays benefits for assisted care services received at a facility or at home
Featured Videos
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.
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!
Featured Videos
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.
A retiree mows his lawn.
Outsource Your Chores and Reclaim Your Time in Retirement
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Adult son walking holding coffee mug with his father also holding a coffee mug.
The Hidden Costs & Concerns of Baby Boomers Supporting Their Adult Children
In recent years, a growing trend has emerged among Baby Boomer parents: lending and giving money to their adult children. While the intention behind this financial support is often rooted in love and a desire to help, it can have significant implications for the parents’ own financial security as th...
Senior couple receiving long term care.
Does Medicaid Cover Long-Term Care?
"No matter how healthy and active you are today, the reality is that seven out of ten people who reach age 65 will need some form of long-term care (LTC) services. Whether it’s because of aging, a chronic illness, or a disability, long-term care services provide support when you or your loved one ca...
Middle aged couple smile and shake hands with a female financial professional.
How Financial Professionals Help You Navigate Economic Uncertainty
When headlines warn of inflation spikes, market volatility, or a looming recession, it’s easy to feel overwhelmed. But in moments like these, one of the most empowering steps you can take is to talk to a financial professional. Financial professionals are there for people of all walks of life and in...
Nurse and senior client in a wheelchair.
What Disqualifies You from Long-Term Care Insurance?
"Long-term care insurance can help cover the costs of essential services you may need, preserving your savings while still receiving the necessary care. Understanding what this covers and what disqualifies you from long-term care insurance can help you decide if it’s a good addition to your plan.",E...
Senior couple laughing over coffee.
5 Things to Know About the Big Beautiful Bill for Seniors
The One Big Beautiful Bill Act (OBBBA) became law on July 4, 2025. It restructures taxes, adjusts Medicare and Medicaid eligibility rules, and introduces a new deduction that could reduce the number of retirees who owe taxes on their Social Security benefits.
Act Now For Your Free No-Obligation Quote