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Donald Smith
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(980) 245-5243(980) 245-5243
Donald SmithFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Charlotte, NC
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Meet Donald Smith
Personal Business Philosophy
Building strong relationships by assisting clients in achieving financial goals while educating and providing solutions for retirement.
licensed in
AL, AZ, FL, GA, ID, MI, MO, NC, OK, SC, TN, VA, WV
professional background
Joined Bankers Life in 2005Became a Financial Representative in 2006Began work in the Insurance Industry in 2005Education: University of Toledo
designations received
Financial Representative Designations: 6, 63, 65
personal background
Family: wife Michelle and three sonsCommunity Involvement: Transportation Ministry-Our Lady of Grace
Donald Smith, Bankers Life Agent and Bankers Life Securities Financial Representative in Charlotte, NC
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:
(704) 541-9592(704) 541-9592
Direct Phone:
(980) 245-5243(980) 245-5243
Branch Info
10706 Sikes Pl
Ste 300
Charlotte, NC 28277
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 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.![]()
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 Donald Smith
5.0
Rating 5.0
(5 Reviews)- October 28, 20255.0 out of 5.0Rating 5.0Donald has always thought what works be best for my health and finances with his services. I know he has my best interest in mind. He is great!
- May 8, 20255.0 out of 5.0Rating 5.0Don is a very patient and kind person. My husband and I have been totally confused with the Medicare Traditional vs Medicare Advantage plans. He went out of his way to explain in detail how it works. He is very knowledgeable and found us the best plan. I would recommend him highly!
- February 3, 20245.0 out of 5.0Rating 5.0Exceptional customer service. He is always willing to answer my questions and doesn't make me feel like he is too busy. I recommend him to all of my friends and family.
- September 14, 20235.0 out of 5.0Rating 5.0Excellent customer service!!! 10+++. Don Smith is the best!!!
- October 25, 20225.0 out of 5.0Rating 5.0Excellent customer service from Donald Smith. Explained everything very clearly. Responds quickly when you contact him. Not a pushy salesman. Genuinely wants to give you the best service possible.
Displaying reviews 1 - 1 out of the 5 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 Donald
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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