Jonathan Mills

Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.

Field Manager - Insurance Sales Representative - Bankers Life and Casualty Company

Direct Phone:

(980) 245-5217(980) 245-5217

5.0

(46 Reviews)Leave a Review

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

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

Meet Jonathan Mills

Personal Business Philosophy

Dedicated to helping clients with their financial goals as they prepare for retirement. Being a trusted partner and advocate by providing solutions and options that are in my clients best interest.

licensed in

AR, AZ, FL, GA, MD, NC, OH, SC, TN, VA, WV

professional background

Joined Bankers Life in 2008Became a Financial Representative in 2011Began work in the Insurance Industry in 2008Education: East Carolina University

designations received

Company Recognitions: Lifetime President's Honor Circle MemberInsurance Designations: Chartered Life Underwriter: CLU®, Retirement Income Certified Professional: RICP®

personal background

Family: Married to my beautiful Wife, Danielle and we have two adorable children, Abram and Leighton.Community Involvement: Past President of the Albemarle Rotary Club, Active Member of West Albemarle Baptist Church

Jonathan Mills, Bankers Life Agent and Bankers Life Securities Financial Representative in Charlotte, NC

8:30 AM - 5:30 PM 8:30 AM - 5:30 PM 8:30 AM - 5:30 PM 8:30 AM - 5:30 PM 8:30 AM - 5:30 PMClosed Today Closed Today

Contact Me

Office Phone:

(704) 541-9592(704) 541-9592

Direct Phone:

(980) 245-5217(980) 245-5217

Cell Phone:

(704) 985-5912(704) 985-5912

jonathan.mills@bankerslife.com

Branch Info

10706 Sikes Pl

Ste 300

Charlotte

NC 28277

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Hours

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.

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.

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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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Reviews

Reviews for Jonathan Mills

5.0

(46 Reviews)

Jo W
October 19, 2024
5.0 out of 5.0
Rating 5.0
Always available to help with questions, returns calls in timely manner. Friendly and knowledgeable.
Nita A
September 9, 2024
5.0 out of 5.0
Rating 5.0
He is very nice and always willing to help me!
Carleen C
August 27, 2024
5.0 out of 5.0
Rating 5.0
Friendly, resourceful and wonderful customer service.(puts customers needs and concerns frist).
Jonathan M
August 26, 2024
5.0 out of 5.0
Rating 5.0
Did a good job answering my questions and my concerns? And I appreciated him coming to my home.
Diane F
August 25, 2024
5.0 out of 5.0
Rating 5.0
Jonathan Mills is the best agent ever. I have known him professionally over 10 years. When I retired last year, I called Jonathan to make that transition. He is a trusted advisor.
Donnie S
August 23, 2024
5.0 out of 5.0
Rating 5.0
Johnathan is a pleasure to do business with. He is very knowledgeable of services you need. Would recommend him as a financial consultant.
Herman C
August 21, 2024
5.0 out of 5.0
Rating 5.0
Jonathan is a loyal, trustworthy agent, and he offers excellent personalized service. At this time, I wouldn't have any other representative. He's the best!!
Jane D
August 21, 2024
5.0 out of 5.0
Rating 5.0
I was so confused with all the calls and ads sent to me about 6 mos before I turned 65 for Medicare! Was straight Medicare better or was Medicare Advantage the best. I called our family friend Jonathan Mills and asked for help. I said Jonathan treat me like you would your parents and he did! He fully explained the advantages and dis advantages of both types of plans. We have been very satisfied and happy with the choices Jonathan helped us make. What a relief to have a great plan!
Brenda H
August 21, 2024
5.0 out of 5.0
Rating 5.0
Jonathan is always willing to go the extra mile to help anyway he can with your insurance or financial needs.
Jane C
August 20, 2024
5.0 out of 5.0
Rating 5.0
Jonathan has been an excellent agent and takes time to explain and and answer all my questions in a way that I can understand. He is always available and responds promptly and keeps me informed on my financial retirement progress.
Misty V
August 20, 2024
5.0 out of 5.0
Rating 5.0
Jonathan Mills is very professional and very knowledgeable with what he does. We are very satisfied and thankful that he was recommended to us.
Bill C
August 19, 2024
5.0 out of 5.0
Rating 5.0
Jonathan continues to provide exceptional service and value added management of our investment portfolio in a professional and friendly manner. He communicates clearly and provides timely feedback on any questions we may have about the current or future status of our portfolio holdings.
Chuck M
August 19, 2024
5.0 out of 5.0
Rating 5.0
Knowledgeable and helpful
Cynthia L
August 19, 2024
5.0 out of 5.0
Rating 5.0
Friendly and quick to respond to our needs
Anne C
August 18, 2024
5.0 out of 5.0
Rating 5.0
Jonathan was very personable and friendly, and did a wonderful job explaining things to us! Thank you!
Cindy G
August 18, 2024
5.0 out of 5.0
Rating 5.0
Extremely personable
Houston C
August 17, 2024
5.0 out of 5.0
Rating 5.0
Very helpful at managing our financial needs and conveying to us the changing strategies of our investments and insurances
gary m
August 17, 2024
5.0 out of 5.0
Rating 5.0
Jonathon has been wonderful to work with: helpful, considerate of my needs and plans, and keeps in touch regularly
Donna B
August 17, 2024
5.0 out of 5.0
Rating 5.0
Great experience dealing with Jonathan. Trustworthy and dependable.
james B
August 17, 2024
5.0 out of 5.0
Rating 5.0
Great customer service, very helpful and give great advise, returns calls in a timly manner..

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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.

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