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Larry Mcbee

Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Direct Phone:
(573) 745-6061(573) 745-6061
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Larry McbeeFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Lake Ozark, MO

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Meet Larry Mcbee
Personal Business Philosophy
Dedicated to helping clients with their financial goals as they prepare for retirement. Seeking to be a trusted advisor in providing solutions that are in the best interest of the clients I serve.
licensed in
MO
professional background
Joined Bankers Life in 2011Became a Financial Representative in 2017Began work in the Insurance Industry in 1981Education: High School Diploma
designations received
Financial Representative Designations: series 6,63 and 65
personal background
Family: Married to Linda McBee for 37 years

Larry Mcbee, Bankers Life Securities Financial Representative in Lake Ozark, MO

Closed - Opens at 8:00 AM Wednesday
Contact Me
Office Phone:
(573) 964-0001(573) 964-0001
Direct Phone:
(573) 745-6061(573) 745-6061
Cell Phone:
(573) 228-8572(573) 228-8572
larry.mcbee@bankerslife.com
Branch Info
754 Bagnell Dam Blvd
Ste D
Lake Ozark, MO 65049
US
Hours
Day of the WeekHours
Tuesday8:00 AM - 6:00 PM
Wednesday8:00 AM - 6:00 PM
Thursday8:00 AM - 6:00 PM
Friday8:00 AM - 6:00 PM
SaturdayClosed
SundayClosed
Monday8:00 AM - 6:00 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

FORGET ME NOT DAYS

At Bankers Life, our insurance agents and associates witness firsthand the impact that Alzheimer’s and dementia have on our customers, their families and their caregivers. That’s why we established Bankers Life Forget Me Not Days®, our nationwide fundraising campaign to benefit the Alzheimer’s Association®. This June marks the 23rd anniversary of the campaign. Since 2003, we’ve helped raise more than $7.8 million for the Alzheimer’s Association through the Forget Me Not Days campaign and corporate donations.

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 Lake Ozark, MO

  • 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.
    Explore
  • Advisory Services

    As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
    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

Reviews for Larry Mcbee

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(2 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Knowledgeable, friendly and very interested in his client’s concerns

Customer Reviews for Lake Ozark, MO

5
Rating 4.9full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(41 Reviews)
  • Dorothy T
    March 12, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Awesome customer service
    Awesome customer service
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  • Donna S
    March 11, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer sevice. He explain everythingto you He is always there when you need him.
    Great customer sevice. He explain everythingto you He is always there when you need him.
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  • David W
    March 6, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent to work with, explained everything to make it easy to understand.
    Excellent to work with, explained everything to make it easy to understand.
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  • Michele M
    February 18, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service!!
    Great customer service!!
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  • Marty R
    January 13, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    We felt thoroughly comfortable with Mr. Jackson. He was very informative and was looking out for needs at the best prices available. We have had other experiences with other agents not affiliated with Bankers Life and did not feel our needs were being met and we were not a priority. We felt an immediate connection with Mr. Jackson and felt we were a top priority getting our paperwork done.
    We felt thoroughly comfortable with Mr. Jackson. He was very informative and was looking out for needs at the best prices available. We have had other experiences with other agents not affiliated with Bankers Life and did not feel our needs were being met and we were not a priority. We felt an immediate connection with Mr. Jackson and felt we were a top priority getting our paperwork done.
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  • Judith B
    January 8, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kurtis was very polite & courteous. He was thorough in explaining different insurance plans, etc. and answered by questions in depth.
    Kurtis was very polite & courteous. He was thorough in explaining different insurance plans, etc. and answered by questions in depth.
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  • Raymond B
    December 16, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kutis was a great person to finally meet and he went up and beyond with what he had to tell about what he has to offer. It's so much better than calling a 1-800 number
    Kutis was a great person to finally meet and he went up and beyond with what he had to tell about what he has to offer. It's so much better than calling a 1-800 number
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  • Herbert B
    December 12, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable and helpful with our insurance needs.
    Very knowledgeable and helpful with our insurance needs.
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  • Joan N
    December 10, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service
    Great customer service
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  • Susan E
    November 12, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kurtis is very knowledgeable and thorough. He is very pleasant.
    Kurtis is very knowledgeable and thorough. He is very pleasant.
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  • Johanna M
    November 12, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Phil has been wonderful. He explains things and knows what he is talking about. He's like having a friend over. I appreciate his kindness and I couldn't ask for a better agent.
    Phil has been wonderful. He explains things and knows what he is talking about. He's like having a friend over. I appreciate his kindness and I couldn't ask for a better agent.
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  • Shelley W
    October 8, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very professional, excellent customer relations!!
    Very professional, excellent customer relations!!
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  • Holly G
    October 5, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I had a great experience with Kurtis Jones. He is an amazing individual and very knowledgeable. Helped us understand our policies and updated us on what we needed to properly be buried. Shared some great laughs as he was very friendly. Very personable. Highly recommend him for all your life insurance needs. We discussed many things pertaining to both life insurance and advantages/disadvantages of getting older.
    I had a great experience with Kurtis Jones. He is an amazing individual and very knowledgeable. Helped us understand our policies and updated us on what we needed to properly be buried. Shared some great laughs as he was very friendly. Very personable. Highly recommend him for all your life insurance needs. We discussed many things pertaining to both life insurance and advantages/disadvantages of getting older.
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  • Ronald R
    June 24, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Wonderful customer service! Stayed in touch with me through the whole process!
    Wonderful customer service! Stayed in touch with me through the whole process!
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  • Teresa W
    January 18, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Hailey Anthony and the young man with her were very informative and very kind and nice
    Hailey Anthony and the young man with her were very informative and very kind and nice
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  • Monica B
    January 13, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Phillip is very professional and down to earth .Love talking with him .He feels like a family member when he talks business.Overall a great employee you have.Thank you Phillip !!!!
    Phillip is very professional and down to earth .Love talking with him .He feels like a family member when he talks business.Overall a great employee you have.Thank you Phillip !!!!
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  • Patricia V
    December 27, 2023
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great service really happy with her.
    Great service really happy with her.
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  • Jeffrey W
    November 1, 2023
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Linda is always informative and asks the right questions.
    She is always available to answer my concerns
    Linda is always informative and asks the right questions.
    She is always available to answer my concerns
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  • Maureen F
    September 28, 2023
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very helpful and knowledgeable.
    Very helpful and knowledgeable.
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  • Bobbie C
    May 3, 2023
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    The lady and the guy that took care of me and my insurance was awesome help me with any questions I had they were very nice.
    The lady and the guy that took care of me and my insurance was awesome help me with any questions I had they were very nice.
    Read More
    Read Less
Displaying reviews 1 - 4 out of the 20 most recent

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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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