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Julie Schaeffer
Financial Representative, Bankers Life Securities, Inc.
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(269) 220-3099(269) 220-3099
Julie SchaefferFinancial Representative, Bankers Life Securities, Inc., Portage, MI
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Meet Julie Schaeffer
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
CA, FL, IN, MI
professional background
Joined Bankers Life in 2012Became a Financial Representative in 2012Began work in the Insurance Industry in 2024Education: Bachelor of Arts, Economics and Finance San Diego State University
designations received
Financial Representative Designations: Series 6, Series 63
personal background
Family: Mom to 4 kids ages 2-10Community Involvement: Alzheimers Association
Julie Schaeffer, Bankers Life Agent and Bankers Life Securities Financial Representative in Portage, MI
9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(269) 343-8541(269) 343-8541
Direct Phone:
(269) 220-3099(269) 220-3099
Cell Phone:
(269) 491-6565(269) 491-6565
Branch Info
950 Trade Centre Way
Ste 325
Portage, MI 49002
US
Hours
| Day of the Week | Hours |
|---|---|
| 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 |
| Sunday | Closed |
Request An Appointment
Products & Services Offered in Portage, MI
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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.
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
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 Julie Schaeffer
5.0
Rating 5.0
(4 Reviews)- September 30, 20255.0 out of 5.0Rating 5.0Julie was fantastic!! She was very helpful throughout the process. Would recommend her to anyone. Thank you Julie!!
- June 12, 20255.0 out of 5.0Rating 5.0If 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. - May 6, 20255.0 out of 5.0Rating 5.0Julie explained the various medicare plans thoroughly and effectively. She was polite, friendly and presented herself very professionally.
- April 18, 20255.0 out of 5.0Rating 5.0Very informative!! Kind professional service.
Highly recommend Julie
Displaying reviews 1 - 1 out of the 4 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.
Insights From Julie
Making Life Insurance part of your “Life” story
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.
The Living Benefits of Life Insurance
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.
Make a Plan for your Long-term Care
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Benefits of Long-term Care Insurance
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
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