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Brian Swales

Financial Professional
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(989) 317-2488(989) 317-2488
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Brian SwalesInsurance Sales Representative, Mount Pleasant, MI

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Meet Brian Swales
Personal Business Philosophy
My goal is to offer solutions that meet your needs today and for the life of your retirement. I believe in building a personal relationship with you as my client, so I can better understand your retirement goals and help you get there with confidence and peace of mind.
licensed in
MI
professional background
Joined Bankers Life in 2025Began work in the Insurance Industry in 2023Education: Bachelors Degree in Business/Project Management
personal background
Family: 4 sons who keep me very busyCommunity Involvement: AYSO Soccer Coach
additional languages
English

Brian Swales, Bankers Life Agent in Mount Pleasant, MI

Closed - Opens at 9:00 AM
Contact Me
Office Phone:
(989) 772-1391(989) 772-1391
Direct Phone:
(989) 317-2488(989) 317-2488
Cell Phone:
(989) 289-7626(989) 289-7626
brian.swales@bankerslife.com
Branch Info
2026 Independence Dr
Unit A B
Mount Pleasant, MI 48858
US
Hours
Day of the WeekHours
Sunday9:00 AM - 8:00 PM
MondayClosed
Tuesday9:00 AM - 8:00 PM
Wednesday9:00 AM - 8:00 PM
Thursday9:00 AM - 8:00 PM
Friday9:00 AM - 8:00 PM
Saturday9:00 AM - 8:00 PM

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.

  • Bankers Life Logo
  • Colonial Penn Logo
  • Washington National Logo

Explore Medicare Advantage

You have many choices when it comes to Medicare – I can 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.

  • It offers similar coverage, and with the optional benefit of prescription drug coverage (Part D).

  • Medicare Advantage Plans include an annual maximum out of pocket limit, and some plans offer premiums as low as $0 per month.


Products & Services Offered in Mount Pleasant, MI

  • 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.
Reviews

Customer Reviews for Mount Pleasant, MI

5
Rating 4.9full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(95 Reviews)
  • Robert H
    May 6, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Extremely caring for our needs wants and wishes, she is not an agent but a friend first. It is a privilege to have her working for our money and personal well being.
    Extremely caring for our needs wants and wishes, she is not an agent but a friend first. It is a privilege to have her working for our money and personal well being.
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  • Jerome B
    May 6, 2025
    4.0 out of 5.0
    Rating 4.0full star ratingfull star ratingfull star ratingfull star rating
    Caring, good listener, experienced, knowledgeable
    Caring, good listener, experienced, knowledgeable
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  • Kato P
    May 2, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable. Annette made choosing an option that best fit my needs much easier. Thankful for her expertise and assistance in this process.
    Very knowledgeable. Annette made choosing an option that best fit my needs much easier. Thankful for her expertise and assistance in this process.
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  • Catherine P
    April 16, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very helpful and would highly recommend oh and a great sense of humor!
    Very helpful and would highly recommend oh and a great sense of humor!
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  • Steven H
    April 3, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    knowledgeable and friendly
    knowledgeable and friendly
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  • Katherine S
    March 18, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    She was helpful and really helped me find more coverage.
    She was helpful and really helped me find more coverage.
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  • Thomas W
    March 13, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great information and knowledge.
    Great information and knowledge.
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  • Kimberely S
    March 10, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable and helped us to make a wise choice on our Medicare and Supplement choices.
    Very knowledgeable and helped us to make a wise choice on our Medicare and Supplement choices.
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  • Brian G
    February 28, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    great guy! explains everything very well! did a good job for me!.. would recommend him for anyone going into retirement mode.
    great guy! explains everything very well! did a good job for me!.. would recommend him for anyone going into retirement mode.
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  • Angela W
    February 27, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Awesome person. Great personality, caring, takes care of all my decisions in a quick manner. I don't have reason to switch agents. Madisyn Makes takes all your worries and concerns away. I wouldn't want any one else in her position. I love Madisyn . I am so Blessed to have her on my side. She is a pleasure to talk to and gets everything taken care of so I have no reason to worry about anything. She is totally Awesome. ! 🤗
    Awesome person. Great personality, caring, takes care of all my decisions in a quick manner. I don't have reason to switch agents. Madisyn Makes takes all your worries and concerns away. I wouldn't want any one else in her position. I love Madisyn . I am so Blessed to have her on my side. She is a pleasure to talk to and gets everything taken care of so I have no reason to worry about anything. She is totally Awesome. ! 🤗
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  • Trisha B
    February 25, 2025
    4.0 out of 5.0
    Rating 4.0full star ratingfull star ratingfull star ratingfull star rating
    Im only leaving this review because this person went to the wrong address and it seems that showing up to the right address is important for the job. A card was left on our door with someone elses name on it showing they had the wrong house. As 3rd shifters we had a hard time going back to bed after being woke up. Id suggest double checking address before knocking or leaving information. Whom ever the appointment was for, hopefully it was cleared up. I had to leave a star rating in my review.
    Im only leaving this review because this person went to the wrong address and it seems that showing up to the right address is important for the job. A card was left on our door with someone elses name on it showing they had the wrong house. As 3rd shifters we had a hard time going back to bed after being woke up. Id suggest double checking address before knocking or leaving information. Whom ever the appointment was for, hopefully it was cleared up. I had to leave a star rating in my review.
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  • Mary C
    February 15, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Madey was the best! So kind! So professional! Answered every question I had with a full explanation! Gave me a lot of time to understand everything! Kudos Madey you rock! And you made my day! Such a blessing!
    Madey was the best! So kind! So professional! Answered every question I had with a full explanation! Gave me a lot of time to understand everything! Kudos Madey you rock! And you made my day! Such a blessing!
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  • Debra T
    February 4, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Madisyn is so pleasant to deal with. She takes time to answers all questions either when asked or she will find the answer and call.
    SHE IS AWESOME..
    Madisyn is so pleasant to deal with. She takes time to answers all questions either when asked or she will find the answer and call.
    SHE IS AWESOME..
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  • Mark B
    January 23, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    They get the job fixed have a good day
    They get the job fixed have a good day
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  • Mark B
    January 21, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    You work fast have a good day
    You work fast have a good day
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  • Richard R
    January 18, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    agent was very good and took care of my medical insurance needs
    agent was very good and took care of my medical insurance needs
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  • Helen M
    January 17, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent customer service! Excellent to work and talk with, funny, caring. Totally would recommend her! She is just a great person!
    Excellent customer service! Excellent to work and talk with, funny, caring. Totally would recommend her! She is just a great person!
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  • Richard R
    January 14, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    agent helped me know what my options were going into medicare enrolement could not have made changes to better coverage with out her
    agent helped me know what my options were going into medicare enrolement could not have made changes to better coverage with out her
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  • Dana R
    January 9, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service! Have passed Preston's business cards to friends.
    Great customer service! Have passed Preston's business cards to friends.
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    Read Less
  • Kristen R
    January 7, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Daniel was a wonderful help! If you’re doing business with BankersLife, I highly recommend going with Daniel.
    Daniel was a wonderful help! If you’re doing business with BankersLife, I highly recommend going with Daniel.
    Read More
    Read Less
Displaying reviews 1 - 4 out of the 20 most recent

FAQs

Insights From Brian
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 couple reviews their finances.
Navigating Financial Planning with a Reluctant Partner: 5 Tips for Success
When it comes to managing your money, we all know how crucial it is to plan and make decisions together. But let’s face it: Discussing finances with a partner isn’t always easy, especially if you don’t see eye-to-eye on the topic or if one of you is hesitant to have those tough conversations. Money can quickly become a point of tension, but ignoring it could lead to bigger problems down the road.
understanding cash on the sidelines
Understanding “Cash on the Sidelines” and the Shifting Economic Landscape
As we navigate through changing economic times, it’s essential to understand some key financial concepts that impact both individual and global economic conditions. You may have heard of the concept, “Cash on the Sidelines,” which often comes up in discussions about stock markets and worries over high risk investments and keeping money in either cash or lower risk, lower-yield investments.
Middle aged couple embracing in autumn.
How to Navigate Social Security Survivor Benefits for a Spouse
"When a loved one passes away, you may need to take some time to process your emotions and seek solace. But when the loved one is your spouse, you may have to both grieve and address a handful of immediate issues, such as figuring out funeral arrangements and costs and sorting out estate, probate, and legal expenses.",Are 60 years old or older; or if you have a disability and are 50 years old or older,Were married for at least 9 months before your spouse passed,Didn’t remarry before age 60 (or age 50 if you have a disability),More than 75% at 61,More than 80% at 63,More than 90% at 65,The deceased’s death certificate,Your and the deceased’s Social Security number,Your birth certificate and marriage certificate (if applicable),"A term or whole life insurance policy can provide a lump sum upon a spouse’s death. This can help replace lost income, cover living expenses, and provide financial stability during an emotionally difficult time.",Annuities are contracts that guarantee regular income payments for life or a set period. Some annuities offer survivor benefits that provide ongoing income to spouses.,A well-funded 401(k) or IRA can supplement survivor benefits and help maintain financial stability.,"Stocks, bonds, and mutual funds can generate dividends and capital gains to supplement Social Security benefits.",Owning rental properties can generate a steady monthly passive income stream that doesn’t rely on employment or Social Security benefits.
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Protecting Your Nest Egg: Understanding Sequence Risk in Retirement
As you prepare for retirement, one of the most important considerations is how to ensure that your nest egg lasts throughout your lifetime and you don’t outlive your money. One risk that many may overlook is sequence risk, which occurs when you face poor market returns early in retirement while you’re drawing down your savings. This can cause long-term damage to your portfolio, leaving you vulnerable later on in life.
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Planning for Market Uncertainty: 5 Things to Consider If the Market Is Shaky
If you’re retired or nearing retirement, market uncertainty can feel unnerving. After you’ve spent decades working, saving, and planning, it’s natural to be concerned when the market dips or prices start rising.
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Annuity vs. Life Insurance: What’s the Difference?
As you think about how you want to approach planning for retirement, you’ll need to make decisions about how to manage financial risks and income. Annuities and life insurance policies are both excellent tools for doing that, but they serve different purposes.

Let's Talk About Your Plans for Long-Term Care!

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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?

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