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Karl Mount III
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) 245-5221(980) 245-5221
Karl Mount IIIFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Charlotte, NC
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Meet Karl Mount III
Personal Business Philosophy
Building strong relationships by assisting clients in achieving financial goals while educating and providing solutions for retirement.
licensed in
FL, NC, OH, SC
professional background
Joined Bankers Life in 2018Became a Financial Representative in 2021Began work in the Insurance Industry in 2018
designations received
Financial Representative Designations: General Investment Representative, Combined and State Registration Exam
Karl Mount III, Bankers Life Agent and Bankers Life Securities Financial Representative in Charlotte, NC
8:00 AM - 5:00 PM 8:00 AM - 5:00 PM 8:00 AM - 5:00 PMClosed Today 8:00 AM - 5:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(704) 541-9592(704) 541-9592
Direct Phone:
(980) 245-5221(980) 245-5221
Cell Phone:
(980) 677-2957(980) 677-2957
Branch Info
10706 Sikes Pl
Ste 300
Charlotte, NC 28277
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | 8:00 AM - 5:00 PM |
| Tuesday | 8:00 AM - 5:00 PM |
| Wednesday | 8:00 AM - 5:00 PM |
| Thursday | Closed |
| Friday | 8:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Request An Appointment
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.
30 Under 30 Award Winner (2024)
I’m proud to be recognized as a Bankers Life 30 Under 30 Award Winner* for 2024. This award is given to agents who have achieved excellence in personal sales goals and professional growth over the past year so this wouldn’t be possible without YOU my amazing clients! Thank you for choosing me to serve you and your family as we work together to develop a personalized strategy for reaching your retirement goals.
*The Bankers Life 30 Under 30 program is an internal incentive/award of Bankers Life granted to top-performing managers and agents based on certain defined criteria.
Explore Medicare Advantage
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.
Reviews
Reviews for Karl Mount III
5.0
Rating 5.0
(7 Reviews)- October 21, 20225.0 out of 5.0Rating 5.0Most informative rep I spoke with after considering multiple companies. Highly recommended!
- February 9, 20225.0 out of 5.0Rating 5.0very approachable, easy to talk to, clearly answers questions and makes sure you understand
- December 18, 20215.0 out of 5.0Rating 5.0Means so much to get the personal time with Karl. So appreciate the insurance specifics he identified for us in order to update our insurance to current life changes. Very pleased to have a “go to guy”
- October 16, 20215.0 out of 5.0Rating 5.0Informative, listened to my needs. Very respectful of our future plans. I am a nurse administrator so I am well informed on Medicare. Karl taught me a few things. Very impressed with Karl. Highly recommend Karl..
- September 4, 20215.0 out of 5.0Rating 5.0Very informative 👏
- July 22, 20215.0 out of 5.0Rating 5.0Great customer service
- May 5, 20215.0 out of 5.0Rating 5.0Great service, answers all my questions and if prompted. Will do
business with him again
Displaying reviews 1 - 1 out of the 7 most recent
FAQs
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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?
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