Jonathan Mills
Jonathan MillsFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Charlotte, NC
Jonathan Mills, Bankers Life Agent and Bankers Life Securities Financial Representative in Charlotte, NC
Day of the Week | Hours |
---|---|
Monday | 8:30 AM - 5:30 PM |
Tuesday | 8:30 AM - 5:30 PM |
Wednesday | 8:30 AM - 5:30 PM |
Thursday | 8:30 AM - 5:30 PM |
Friday | 8:30 AM - 5:30 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.
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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.
Products & Services Offered in Charlotte, NC
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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.
Reviews for Jonathan Mills
- March 26, 20245.0 out of 5.0Rating 5.0I feel very comfortable with Jonathan taking care of my finances. He is very capable and very pleasant
- February 24, 20245.0 out of 5.0Rating 5.0Jonathan has been really helpful to my wife and I with explaining and providing Medicare supplemental insurance. Very professional and friendly. We highly recommend him to anyone.
- November 13, 20235.0 out of 5.0Rating 5.0Jonathan has been helping my wife and me with my investments and insurance for several years. Always professional and looks after my needs. Could not ask for ano better
- June 28, 20235.0 out of 5.0Rating 5.0I have had the pleasure of meeting with Jonathan in regards to planning for my retirement. He is very knowledgeable and very thorough. He explained things in a way I could understand, and answered any questions I had. I highly recommend Jonathan for any retirement, investment, or insurance needs.
- June 14, 20235.0 out of 5.0Rating 5.0Jonathan was very courteous and kind when answering my many questions. He explained things well and answered my questions with patience using easy to understand terminology. He really knew his stuff. He explained my many options in an easy to understand way but left the decisions completely to me.
- February 22, 20235.0 out of 5.0Rating 5.0I needed someone to walk me through my Medicare options am he did an awesome job explaining what I could do and got me a great plan. Explained everything so I could understand it
- February 14, 20235.0 out of 5.0Rating 5.0Jonathan is very professional and extremely knowledgeable. It has been a pleasure having him advise and guide me through my financial future.
- January 31, 20235.0 out of 5.0Rating 5.0Very informative and knowledgeable.
- January 30, 20235.0 out of 5.0Rating 5.0Great customer service!!!
- January 19, 20235.0 out of 5.0Rating 5.0We are very pleased with Jonathan as our financial advisor. He is personable and responds to our many questions regarding our portfolio and potential market impacts. We highly recommend him to those seeking a knowledgeable financial advisor
- November 23, 20225.0 out of 5.0Rating 5.0Trustworthy
- November 21, 20225.0 out of 5.0Rating 5.0Great service. He is very knowledgeable and is always there to answer any questions. Great person.
- November 21, 20225.0 out of 5.0Rating 5.0Great service very knowledgeable
- November 21, 20225.0 out of 5.0Rating 5.0I really appreciate what Jonathan has done for us he has been a Godsend he does a fantastic job and I am glad that we are with him. He is Great 👍
- November 16, 20225.0 out of 5.0Rating 5.0Jonathan is so easy to talk to. He is always able to answer our questions and spends as much time as needed to make sure we understand our options. His availability is a definite plus as our questions or concerns are responded to quickly. We feel that he truly cares about us. He is most kind, respectful and courteous.
- October 28, 20225.0 out of 5.0Rating 5.0A Great person to deal with. Thank you for all your help.
- April 27, 20225.0 out of 5.0Rating 5.0Great customer service
FAQs
Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
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?