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Eric Dade

Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Agency Director - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(980) 245-5223(980) 245-5223
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Eric DadeFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Charlotte, NC

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Meet Eric Dade
Personal Business Philosophy
Offering solutions that help to meet the needs of clients today and for retirement. Building personal relationships by listening to better understand your retirement goals.
licensed in
LA, NC, SC, TN, VA
professional background
Joined Bankers Life in 2001Became a Financial Representative in 2003Began work in the Insurance Industry in 2001Education: BA- Marketing, Economics
designations received
Financial Representative Designations: Chartered Financial Consultant: ChFC. Series 7, 63, and 66
personal background
Family: Married 17 years to Ashley. Two great kids, Emma (14) and John (10).Community Involvement: I have coached football and baseball for kids last year.

Eric Dade, Bankers Life Agent and Bankers Life Securities Financial Representative in Charlotte, NC

Closed - Opens at 9:00 AM
Contact Me
Office Phone:
(704) 541-9592(704) 541-9592
Direct Phone:
(980) 245-5223(980) 245-5223
Cell Phone:
(704) 634-6010(704) 634-6010
eric.dade@bankerslife.com
Branch Info
10706 Sikes Pl
Ste 300
Charlotte, NC 28277
US
Hours
Day of the WeekHours
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed

Products & Services Offered in Charlotte, NC

  • Life Insurance

    Find out how life insurance can help protect the financial security of you and your family.
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  • Medicare Supplement Insurance

    Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
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  • 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.
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  • Annuities

    Learn how an annuity can help protect and grow your retirement savings.
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  • 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.
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  • Advisory Services

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

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.


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 Eric Dade

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
    Very helpful and proactive. Always willing to explain options and makes suggestions for planning my future.

Customer Reviews for Charlotte, NC

5
Rating 4.9full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(354 Reviews)
  • Glenn D
    July 31, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Chris has been wonderful to work with. He's knowledgeable, patient and has been a godsend in helping us navigate through Medicare enrollment.
    Chris has been wonderful to work with. He's knowledgeable, patient and has been a godsend in helping us navigate through Medicare enrollment.
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  • Patricia W
    July 30, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Always pleasant! Informative & very helpful!
    Always pleasant! Informative & very helpful!
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  • Vivian G
    July 29, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Chris 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.
    Chris 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.
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  • Kenneth M.
    July 10, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kenneth took time to explain everything very well
    Kenneth took time to explain everything very well
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  • Sergey Z
    July 10, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    BEST OF THE BEST!!!
    BEST OF THE BEST!!!
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  • Patty M.
    July 9, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    My experience has been great! Jeff Leatherwood and Eric Dade and Bill Baylog provide great support!!! Tracy Funderburk is a great support also!!!
    My experience has been great! Jeff Leatherwood and Eric Dade and Bill Baylog provide great support!!! Tracy Funderburk is a great support also!!!
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  • William R
    July 7, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very attentive, efficient and kind. Thanks for those rare traits.
    Very attentive, efficient and kind. Thanks for those rare traits.
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  • Catherine S
    July 3, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very informative in helping with long term care policy
    Very informative in helping with long term care policy
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  • George P
    July 1, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Chris
    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!!!
    Chris
    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!!!
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  • Anthony B
    July 1, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Personable and knowledgeable
    Personable and knowledgeable
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  • Mary S
    June 29, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Answers calls quickly and answer his answers always solves my problems…. Thank you Chris
    Answers calls quickly and answer his answers always solves my problems…. Thank you Chris
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  • Klondina K
    June 26, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Chris 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!
    Chris 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!
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  • Donna R
    June 26, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    It's was wonderful with him he explained everything .
    It's was wonderful with him he explained everything .
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  • Carlos C
    June 25, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very professional and trustworthy person.
    Very professional and trustworthy person.
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  • Karen P
    June 24, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable and explained insurance that was easy to understand. He handled everything in a very timely manner.
    Very knowledgeable and explained insurance that was easy to understand. He handled everything in a very timely manner.
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  • Richard P
    June 17, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I 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.
    I 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.
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  • Tina E
    June 15, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Wonderful 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.
    Wonderful 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.
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  • Everette A
    June 13, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent communication
    Excellent communication
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  • John M
    June 10, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Knowledgeable and well connected for additional information on complex questions. Prompt and professional.
    Knowledgeable and well connected for additional information on complex questions. Prompt and professional.
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  • Donna C
    June 4, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Going 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.
    Going 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.
    Read More
    Read Less
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.

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Insights From Eric
Featured Videos
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
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.
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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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Is Substitute Teaching the Perfect “Unretirement” Job for You?
Retirement doesn’t always mean stepping away from work forever. In fact, as many as 1.5 million retirees have reentered the workforce in recent years. But many aren’t looking to return to the same old grind.
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What Is Market Manipulation? How It Works and Why It Matters to Investors
In today’s fast-paced financial world, the stock market can sometimes feel like a rollercoaster, but not all price swings are natural. Some are the result of deliberate interference known as market manipulation. Whether you’re a seasoned investor or just starting out, understanding how manipulation ...
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What Role Can Alternative Investments Play in a Retirement Portfolio?
If you’re nearing retirement or already retired, feeling uneasy about potential market volatility is understandable. After years of saving and planning, it’s natural to want more stability in your portfolio. One option some retirees explore is adding alternative investments—assets beyond tradition...
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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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