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Luke Piccione

Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.®
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(980) 245-5266(980) 245-5266
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Meet Luke Piccione
Personal Business Philosophy
My goal is to offer solutions that meet your needs today and for the life of your retirement. I believe in building a personal relationship with you as my client, so I can better understand your retirement goals and help you get there with confidence and peace of mind
licensed in
IL, IN, NC, SC, WI
professional background
Joined Bankers Life in 2023Began work in the Insurance Industry in 2023Education: Bachelors in Corporate & Health Communication
personal background
Family: My wife, April.Community Involvement: Church member/volunteer

Luke Piccione, Bankers Life Agent and Bankers Life Securities Financial Representative in Charlotte, NC

8:00 AM - 6:00 PM 8:00 AM - 6:00 PM 8:00 AM - 6:00 PM 8:00 AM - 6:00 PM 8:00 AM - 6:00 PM 8:00 AM - 6:00 PM 8:00 AM - 6:00 PM
Contact Me
Office Phone:
(704) 541-9592(704) 541-9592
Direct Phone:
(980) 245-5266(980) 245-5266
Cell Phone:
(704) 891-4033(704) 891-4033
luke.piccione@bankerslife.com
Branch Info
10706 Sikes Pl
Ste 300
Charlotte, NC 28277
US
Hours
Day of the WeekHours
Monday8:00 AM - 6:00 PM
Tuesday8:00 AM - 6:00 PM
Wednesday8:00 AM - 6:00 PM
Thursday8:00 AM - 6:00 PM
Friday8:00 AM - 6:00 PM
Saturday8:00 AM - 6:00 PM
Sunday8:00 AM - 6:00 PM

Wealth Management Services

Whether you're building wealth, protecting your family, or preserving your assets, our wealth management services are tailored to your goals—now and for the long term.

Investment management

Receive expert guidance from financial advisors on asset allocation, market trends, and strategic decisions involving mutual funds and exchange-traded funds—tailored to your goals, risk tolerance, and time horizon.

Retirement planning

Create a personalized plan to help you save, invest, and generate income, bringing more clarity and confidence to your retirement years.

Education/College planning

Build a 529 plan funding strategy that ensures you're setting aside the right amount to support your children's or grandchildren’s education goals.

Cash flow planning

Track income and expenses to gain better control of your finances, so you can allocate excess cash toward your priorities and long-term goals.

Income planning

Design a reliable income strategy that supports your lifestyle—whether you're preparing for retirement or already enjoying it—using solutions such as variable annuities and other income-generating investments.

Insurance planning

Develop a protection strategy to safeguard your family and finances from the impact of unexpected life events, with solutions such as life insurance and long-term care insurance.

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Additional 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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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 (7)
Insurance Calculators (7)
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 Luke Piccione

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(38 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Luke is the best - very reliable and thorough!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Luke is very customer centric. Very knowledgeable and explains things in a way that’s easy to understand. Have enjoyed working with Luke and look forward to a long relationship mutually beneficial.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Luke Piccione is wonderful! He is trustworthy, knowledgeable, gets to know his clients well, and comes to my house to work with me! I consider him a friend, and highly recommend him. I purchased life insurance, he is my financial advisor, and has even met my family. He also helps you start your Medicare!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Luke was patient, very detailed oriented and made sure I was aware of all my options. Great customer service!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Luke is great to work with! He's ready and willing to answer any questions that I have. He is always available to help when I need it and he will schedule a time that fits my needs. He knowledgeable in the insurance field and together we got a plan that I am sure I will be happy with. Thanks for all that you do Luke!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    “Outstanding Support from Luke Piccione! Luke Piccione guided me through the process of selecting my Medicare Insurance plan with ease and clarity. He was professional, approachable, and highly knowledgeable, taking the time to explain every option thoroughly without any pressure. Thanks to his expertise, I felt confident in my decision and truly appreciated his patience and guidance. I would strongly recommend Luke to anyone looking for trustworthy and caring advice.”
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent Experience with Luke Piccione!

    Luke Piccione made choosing my Medicare Insurance plan easy and stress-free. He was friendly, professional, and extremely knowledgeable, taking the time to explain my options clearly and without pressure. I am confident in my choice and grateful for his guidance. Highly recommend Luke for anyone seeking expert, caring advice!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Luke came to our home, listened to our Medicare needs, and helped find the right plan for us. He made the process easy.
    We recommend him.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Such a great guy, so very helpful and helping me make the right decision about my Medicare coverage need more representative like him I really appreciate all his help that he did look forward to working with him
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Personal knowledgeable
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Luke is by far the best agent I have ever worked with. He is very knowledgeable and goes above and beyond to get you the best plan possible. He also keeps in touch to make sure you’re okay. He has a great personality and makes you feel like you have been friends forever
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Awesome to work with
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Luke helped me choose another Medicare Advantage plan. He was super helpful and answered all questions concerning my new plan thru Humana. The setup was super easy and I feel good knowing he’s there if I have any issues.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Luke is a very nice person and a great person for you to get help with your insurance needs.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Luke was great
    He didn't pressure us.
    Explained everything in a way we could understand.
    And let us ask questions and took his time to answer them
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    excellent customer service and great to work with!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Luke provided me with great insights and advice that allowed me to make decisions on the type of coverage that I need. He validated some aspects that I was aware of but also presented things that I was not aware of including long term considerations. Very pleased with the attention given to my coverage needs.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Luke was very knowledgeable about various plans and took the time to explain my options.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I enjoy working with Luke as he helps me make choices thank you Luke
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Luke was very helpful in helping finding an affordable insurance plan for my needs.
Displaying reviews 1 - 1 out of the 20 most recent

Frequently Asked Questions

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 Luke
Making Life Insurance part of your “Life” story
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.
The Living Benefits of Life Insurance
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.
Make a Plan for your Long-term Care
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Benefits of Long-term Care Insurance
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Meet Your Financial Advisor

Let’s start with a conversation. I’ll take the time to understand your goals, values, and vision for the future. Give me a call at (704) 891-4033 or fill out the form. I’ll be in touch soon.

Act Now For Your Free No-Obligation Quote