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Cathleen Wheeler
Financial Professional
Field Manager - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(231) 715-3459(231) 715-3459
Cathleen WheelerField Manager - Insurance Sales Representative, Traverse City, MI
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Meet Cathleen Wheeler
licensed in
MI
professional background
Joined Bankers Life in 2021Began work in the Insurance Industry in 2021Education: Graduated from Cadillac High School 2006; Baker College
personal background
Family: Fiance and 4 childrenCommunity Involvement: Sponsor of The Alzheimer's Assoc., Res. Life Member
Cathleen Wheeler, Bankers Life Agent in Traverse City, 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:
(231) 947-4390(231) 947-4390
Direct Phone:
(231) 715-3459(231) 715-3459
Cell Phone:
(231) 429-2620(231) 429-2620
Branch Info
1760 Forest Ridge Dr
Ste B
Traverse City, MI 49686
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 |
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Products & Services Offered in Traverse City, 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.
Financial Calculators & Tools
Our calculators are here to help support your retirement and insurance planning needs so you can make confident and informed decisions.
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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 Cathleen Wheeler
4.9
Rating 4.9
(17 Reviews)- October 21, 20255.0 out of 5.0Rating 5.0She has gone far above expectations handling my affairs.
- July 25, 20255.0 out of 5.0Rating 5.0Kathy saved me! I was on the wrong plan...put in place by another agent. She and Nicole took alot of time with me so that I had a through understanding of my UHC plan. I'm so grateful that Kathy took over as my agent. Her adept knowledge of the Healthcare market is amazing. She's also going to help my partner in October.
Hats off to Kathleen and I believe Nicole has the best trainer ever! - June 23, 20255.0 out of 5.0Rating 5.0GREAT TO WORK WITH
- May 15, 20255.0 out of 5.0Rating 5.0I very thankful for Cathleen. I would have been so lost with all this Medicare stuff. She is so knowledgeable. I cannot say that I understand it all, but she told me she would help me through it in anyway she can and for that, I am very thankful.
- April 15, 20254.0 out of 5.0Rating 4.0Great help to me
- April 1, 20255.0 out of 5.0Rating 5.0Cathy was professional. She kept my information secret and secure while we met. We met at a restaurant.
- March 19, 20255.0 out of 5.0Rating 5.0Excellent customer service, very friendly, extremely knowledgeable, could not have asked for a better representative. Feeling much more secure about my current situation, and my future goals.
- February 20, 20255.0 out of 5.0Rating 5.0Cathleen is awesome honest lady.We appreciate her knowledge and d dedication to us.
- January 2, 20255.0 out of 5.0Rating 5.0Very helpful.
- December 26, 20245.0 out of 5.0Rating 5.0She is very knowledgeable and pleasant to work with.
- December 24, 20245.0 out of 5.0Rating 5.0She was very helpful and pleasant to works with.
- December 4, 20245.0 out of 5.0Rating 5.0Cathleen is the best, she is truly interested in doing the Best possible for her clients. She walked me through all the Medicare stuff and life insurance not just once but twice in four months. I would not have been able to do any of this without her.
- December 3, 20245.0 out of 5.0Rating 5.0Very very good. Would recommend to snyone
- November 12, 20245.0 out of 5.0Rating 5.0Great customer service, and very personable, and knowledgable!!
- April 2, 20245.0 out of 5.0Rating 5.0She was great very informative and polite and an overall super person I’m sure she is an asset to your company and that is hard to find in today’s workplace!!!
- March 17, 20235.0 out of 5.0Rating 5.0So helpful getting things done for me…went over and above any kind of service I’ve had before!!
- February 8, 20235.0 out of 5.0Rating 5.0Cathleen was very personable, friendly. She answered all questions and concerns. She's been following up as well
Displaying reviews 1 - 1 out of the 17 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 Cathleen
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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