You have many choices when it comes to Medicare – Let us 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.
Caleb Davis
Financial Professional
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(980) 245-5259(980) 245-5259
Caleb DavisInsurance Sales Representative, Charlotte, NC
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Meet Caleb Davis
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
NC, SC
professional background
Joined Bankers Life in 2025Began work in the Insurance Industry in 2025Education: Bachelors of Science East Carolina University
personal background
Family: Married with two kids
Caleb Davis, Bankers Life Agent in Charlotte, NC
Closed - Opens at 8:30 AM Monday
Contact Me
Office Phone:
(704) 541-9592(704) 541-9592
Direct Phone:
(980) 245-5259(980) 245-5259
Branch Info
10706 Sikes Pl
Ste 300
Charlotte, NC 28277
US
Hours
| Day of the Week | Hours |
|---|---|
| Sunday | Closed |
| Monday | 8:30 AM - 5:00 PM |
| Tuesday | 8:30 AM - 5:00 PM |
| Wednesday | 8:30 AM - 5:00 PM |
| Thursday | 8:30 AM - 5:00 PM |
| Friday | 8:30 AM - 5:00 PM |
| Saturday | Closed |
Request An Appointment
Products & Services Offered in Charlotte, NC
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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.
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.
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
Customer Reviews for Charlotte, NC
5
Rating 4.9
(354 Reviews)- July 31, 20255.0 out of 5.0Rating 5.0Chris has been wonderful to work with. He's knowledgeable, patient and has been a godsend in helping us navigate through Medicare enrollment.
- July 30, 20255.0 out of 5.0Rating 5.0Always pleasant! Informative & very helpful!
- July 29, 20255.0 out of 5.0Rating 5.0Chris was very thorough and professional. I told him what I was interested in and what I was not interested in and I felt respected teh entire time. I did not feel pushed or pressured ever. I did not feel like I was being "sold" something. He was knowledgeable and informative. His co-worker Jenny was very easy going and helpful also. It has been a nice experience.
- July 10, 20255.0 out of 5.0Rating 5.0Kenneth took time to explain everything very well
- July 10, 20255.0 out of 5.0Rating 5.0BEST OF THE BEST!!!
- July 9, 20255.0 out of 5.0Rating 5.0My experience has been great! Jeff Leatherwood and Eric Dade and Bill Baylog provide great support!!! Tracy Funderburk is a great support also!!!
- July 7, 20255.0 out of 5.0Rating 5.0Very attentive, efficient and kind. Thanks for those rare traits.
- July 3, 20255.0 out of 5.0Rating 5.0Very informative in helping with long term care policy
- July 1, 20255.0 out of 5.0Rating 5.0Chris
Has my best concerns taken care of
He took the time with me asking a ton of questions to help me thru out the entire process
Awesome support!!! - July 1, 20255.0 out of 5.0Rating 5.0Personable and knowledgeable
- June 29, 20255.0 out of 5.0Rating 5.0Answers calls quickly and answer his answers always solves my problems…. Thank you Chris
- June 26, 20255.0 out of 5.0Rating 5.0Chris was/is wonderful! He took the time to explain everything to me and my wife. We had been so confused on all things Medicare and he made it easy for us!
- June 26, 20255.0 out of 5.0Rating 5.0It's was wonderful with him he explained everything .
- June 25, 20255.0 out of 5.0Rating 5.0Very professional and trustworthy person.
- June 24, 20255.0 out of 5.0Rating 5.0Very knowledgeable and explained insurance that was easy to understand. He handled everything in a very timely manner.
- June 17, 20255.0 out of 5.0Rating 5.0I would love to share a brief review of my experience with Eric. First and foremost I appreciated his expertise and knowledge of what his company has to offer their customers. Eric helped me with signing up for my Medicare insurance that starts in August of this year. He's also been following up with me for a near future life insurance policy. Eric was the best and most professional insurance agent I've ever met, as well he was very attentive to my questions and concerns. Awesome rep, thank you.
- June 15, 20255.0 out of 5.0Rating 5.0Wonderful customer service, expert product knowledge and very responsive to all my inquiries. A very kind and professional woman. Thank you for all your help Anna E! ... Tina E.
- June 13, 20255.0 out of 5.0Rating 5.0Excellent communication
- June 10, 20255.0 out of 5.0Rating 5.0Knowledgeable and well connected for additional information on complex questions. Prompt and professional.
- June 4, 20255.0 out of 5.0Rating 5.0Going on Medicare and choosing a plan was confusing
Micheal and Owen helped to explain the plans so we understood them and gave us wonderful guidance in our decisions.
Displaying reviews 1 - 4 out of the 20 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 Caleb
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.
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.
August 14, 2025
Understanding the Difference: Original Medicare vs. Medicare Advantage
Medicare provides healthcare coverage for millions of older Americans, but choosing between Original Medicare and Medicare Advantage can feel overwhelming. The federal government runs Original Medicare, which lets you see any doctor who accepts Medicare, while private insurers manage Medicare Advant...
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Understanding the Difference Between Medigap and Medicare Advantage
"Medicare is the primary source of health insurance for individuals over 65. It can provide significant benefits, but there are limitations to what it covers that could leave you paying out of pocket for some care. Medigap and Medicare Advantage plans are optional private insurance plans that can he...
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What Is Market Manipulation? How It Works and Why It Matters to Investors
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What Role Can Alternative Investments Play in a Retirement Portfolio?
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When to Sign Up for Medicare If You’re Still Working at 65
"Turning 65 is a significant milestone, not just for making another trip around the sun but also for unlocking Medicare eligibility. As the federal health program for more than 68.5 million Americans, Medicare is a vital component of retirement planning.",You must pay a premium: Compare the costs an...
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