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Susan Thomas
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Field Manager - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(406) 493-3918(406) 493-3918
Susan ThomasFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Missoula, MT
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Meet Susan Thomas
Personal Business Philosophy
Dedicated to helping clients with their financial goals as they prepare for retirement. Being a trusted partner and advocate by providing solutions and options that are in my clients best interest.
licensed in
CA, FL, ID, KY, MI, MT, NM, TX, WA
FL License: G029751
professional background
Joined Bankers Life in 2023Became a Financial Representative in 2023Began work in the Insurance Industry in 2020Education: BSE English Education, John Brown University Master's in Philosophy, University of Idaho
designations received
Insurance Designations: Series 6, Series 7, State Registrations: Series 63, Series 65
personal background
Family: My husband and I live in Lolo. We have three grown children and two cats.
additional languages
Spanish
Susan Thomas, Bankers Life Agent and Bankers Life Securities Financial Representative in Missoula, MT
8:00 AM - 5:00 PM 8:00 AM - 5:00 PM 8:00 AM - 5:00 PM 8:00 AM - 5:00 PM 8:00 AM - 5:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(406) 493-3918(406) 493-3918
Direct Phone:
(406) 493-3918(406) 493-3918
Branch Info
320B Expressway
Missoula, MT 59808
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | 8:00 AM - 5:00 PM |
| Tuesday | 8:00 AM - 5:00 PM |
| Wednesday | 8:00 AM - 5:00 PM |
| Thursday | 8:00 AM - 5:00 PM |
| Friday | 8:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
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Products & Services Offered in Missoula, MT
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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.![]()
ExploreAdvisory Services
As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
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 Susan Thomas
5.0
Rating 5.0
(8 Reviews)- September 17, 20255.0 out of 5.0Rating 5.0Susan is great to work with and answers any question. Happy to work with her and refer her to others.
- August 28, 20255.0 out of 5.0Rating 5.0Susan took great care of me, listening to my concerns and goals. I felt like she really heard my needs and met my expectations. I am comfortable with how she set up my portfolio and with her expertise in the field I am confident that it is aligned with my goals. Highly recommend!
- August 27, 20255.0 out of 5.0Rating 5.0Susan provided excellent advice and explain things in a way I could understand. She was very thorough in her work with me.
- August 27, 20255.0 out of 5.0Rating 5.0What a help Susan was in clearly explaining all my options. She helped me choose just the right plan for my needs and budget. She knows all the ends and outs of insurance. So glad she understands it so I don't have to. Those insurance books have no plot.
Thank you Susan! - August 25, 20255.0 out of 5.0Rating 5.0Susan did a great job at setting up my wife and I accounts thank you.
- August 21, 20255.0 out of 5.0Rating 5.0I highly recommend Bankers Life in particularly Susan Thompson. "I was completely impressed with their professionalism and customer service." She helped me pick the best insurance that was affordable for me.
- January 28, 20255.0 out of 5.0Rating 5.0Susan is a very personable and thorough agent.
- November 26, 20245.0 out of 5.0Rating 5.0Very honest and helpful.
Displaying reviews 1 - 1 out of the 8 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 Susan
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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