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

5.0

(3 Reviews)Leave a Review

Leave a Referral

Meet Donald Our Brands and Partners Explore Medicare Advantage Our Products & Services Reviews FAQs Insights

I want to learn about...

Meet Donald Our Brands and Partners Explore Medicare Advantage Our Products & Services Reviews FAQs Insights

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

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

donald.smith@bankerslife.com

Branch Info

10706 Sikes Pl

Ste 300

Charlotte

NC 28277

Get Directions

Visit Branch Page

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

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.

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.

Shop Plans

Products & Services Offered in Charlotte, NC

Life Insurance
Find out how life insurance can help protect the financial security of you and your family.
Explore
Medicare Supplement Insurance
Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
Explore
Long-term Care Insurance
Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.
Explore
Annuities
Learn how an annuity can help protect and grow your retirement savings.
Explore
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

Reviews

Reviews for Donald Smith

5.0

(3 Reviews)

Janet A
February 3, 2024
5.0 out of 5.0
Rating 5.0
Exceptional 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.
Ann R
September 14, 2023
5.0 out of 5.0
Rating 5.0
Excellent customer service!!! 10+++. Don Smith is the best!!!
Patricia C
October 25, 2022
5.0 out of 5.0
Rating 5.0
Excellent 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 3 most recent

Leave a Review

Learn More

FAQs

Long-term care is the type of assistance people need when they can no longer perform some or all basic activities of daily living (ADLs) which can include eating, bathing, continence, dressing, toileting and transferring (that is, moving in or out of a bed, chair or wheelchair). Long-term care needs typically arise as part of the normal aging process, but they also can be due to an injury or illness, such as multiple sclerosis, stroke or rheumatoid arthritis, or due to a cognitive impairment like Alzheimer’s disease. Medicare may not cover many of these costs associated with aging.

Insights From Donald

View this video on YouTube

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

View this video on YouTube

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.

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.

View this video on YouTube

Featured Videos

Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!

View this video on YouTube

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.