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Rebecca Wayne

Financial Professional
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(980) 245-5285(980) 245-5285
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Rebecca WayneInsurance Sales Representative, Charlotte, NC

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Meet Rebecca Wayne
Personal Business Philosophy
Helping my clients protect their financial security as they plan for retirement is important to me. I recognize that my clients’ needs and priorities change over time, and I am dedicated to being there to serve them with integrity every step of the way.
licensed in
NC, SC, SD, VA, WV
professional background
Joined Bankers Life in 2018Began work in the Insurance Industry in 2018
designations received
Insurance Designations: Social Security Certification – The American College

Rebecca Wayne, Bankers Life Agent in Charlotte, NC

Closed - Opens at 8:00 AM Monday
Contact Me
Office Phone:
(704) 541-9592(704) 541-9592
Direct Phone:
(980) 245-5285(980) 245-5285
Cell Phone:
(704) 658-5499(704) 658-5499
rebecca.wayne@bankerslife.com
Branch Info
10706 Sikes Pl
Ste 300
Charlotte, NC 28277
US
Hours
Day of the WeekHours
SundayClosed
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
SaturdayClosed
Saturday by Appointment Only

Products & Services Offered in Charlotte, NC

  • 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

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.

Forget Me Not Days

At Bankers Life, our insurance agents and associates witness firsthand the impact that Alzheimer’s and dementia have on our customers, their families and their caregivers. That’s why we established Bankers Life Forget Me Not Days®, our nationwide fundraising campaign to benefit the Alzheimer’s Association®. This June marks the 23rd anniversary of the campaign. Since 2003, we’ve helped raise more than $7.8 million for the Alzheimer’s Association through the Forget Me Not Days campaign and corporate donations.

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 Rebecca Wayne

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(7 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Rebecca is one of a kind.I felt that I have been knowing her years and its been a long time sense we seen each other and very professional..I look forward to her helping me with my 401K
    THANK YOU
    FREDERICK...AKA DERICK
Displaying reviews 1 - 1 out of the 7 most recent

Customer Reviews for Charlotte, NC

5
Rating 4.9full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(434 Reviews)
  • Robert K
    June 24, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Fully explained the medical insurance policy and was very helpful.
    Fully explained the medical insurance policy and was very helpful.
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  • Francisca L
    June 18, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    It was a pleasure meeting Jacob and Kevin. They provided me & my son with great insight of the coverage plans needed for Medicare. They were very professional & personable. I appreciated the presentation and patience they had with me.They made me feel comfortable with expressing any concerns. My overall experience with them was excellent and I will be recommending them (Bankers to my family & friends approaching Medicare age). I'm really glad Kevin reached out to me and offered his assistance.
    It was a pleasure meeting Jacob and Kevin. They provided me & my son with great insight of the coverage plans needed for Medicare. They were very professional & personable. I appreciated the presentation and patience they had with me.They made me feel comfortable with expressing any concerns. My overall experience with them was excellent and I will be recommending them (Bankers to my family & friends approaching Medicare age). I'm really glad Kevin reached out to me and offered his assistance.
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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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  • Deirdre B
    June 3, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    J J was excellent! He went over three different plans with me contrasting the benefits/drawbacks they offered. I was able to make an informed decision and enjoyed speaking with Jason very much.
    J J was excellent! He went over three different plans with me contrasting the benefits/drawbacks they offered. I was able to make an informed decision and enjoyed speaking with Jason very much.
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  • Foy S
    May 29, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Amazing customer service. Very knowledgeable, personable and always leaves me with the feeling that he cares about me and my family. He gives me options and explains how each one may affect my life and/or pocketbook. This is the first insurance salesman I have ever trusted.
    Amazing customer service. Very knowledgeable, personable and always leaves me with the feeling that he cares about me and my family. He gives me options and explains how each one may affect my life and/or pocketbook. This is the first insurance salesman I have ever trusted.
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  • Diana D
    May 27, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Thanks for explaining it all. I came away feeling confident in my choice
    Thanks for explaining it all. I came away feeling confident in my choice
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  • Deirdre B
    May 21, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    J J was polite, right on time and was able to answer every question I had. He had several plans to look at and explained the differences to me so I could make an informed decision. I enjoyed meeting him and would recommend him to anyone with an insurance need. I am totally pleased.
    J J was polite, right on time and was able to answer every question I had. He had several plans to look at and explained the differences to me so I could make an informed decision. I enjoyed meeting him and would recommend him to anyone with an insurance need. I am totally pleased.
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  • Maria M
    May 20, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Knowledgeable, great customer service and helped me understand all my options.
    Knowledgeable, great customer service and helped me understand all my options.
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  • Susan A
    May 20, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jessica is the best by far for explaining and being available for questions investing advice. Her demeanor and professional attitude make us confident that our money is in good hands.
    Jessica is the best by far for explaining and being available for questions investing advice. Her demeanor and professional attitude make us confident that our money is in good hands.
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  • Steven H
    May 15, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    This lady is a total racist!!! After our first call I was checking reviews I several found several videos of her yelling racial obscenities at an African American Family. Disgusting!!!
    This lady is a total racist!!! After our first call I was checking reviews I several found several videos of her yelling racial obscenities at an African American Family. Disgusting!!!
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  • Delores D
    May 15, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Mark was extremely knowledgeable in helping me determine the best options to select for my needs with Medicate. He keeps me on track by checking in to see if I have any questions and making sure I don't miss the date to sign up.
    Mark was extremely knowledgeable in helping me determine the best options to select for my needs with Medicate. He keeps me on track by checking in to see if I have any questions and making sure I don't miss the date to sign up.
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  • Hannah M
    May 7, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Lauren is excellent. I have been working with her for about 3 years and have never been disappointed She is proactive with helping me make decisions about all things insurance. It is a changing industry and she stays abreast of the laws and provider differences.
    Lauren is excellent. I have been working with her for about 3 years and have never been disappointed She is proactive with helping me make decisions about all things insurance. It is a changing industry and she stays abreast of the laws and provider differences.
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  • Donald C
    May 6, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kenneth goes all out helping his clients choose the best policy for their needs. I can tell that Kenneth cares on doing a good job of getting it right the first time.Thank you Kenneth!
    Kenneth goes all out helping his clients choose the best policy for their needs. I can tell that Kenneth cares on doing a good job of getting it right the first time.Thank you Kenneth!
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  • Paul H
    May 6, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Knows his stuff
    Knows his stuff
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  • Marion S
    April 29, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Mark was so personable and made the process so easy. I walked away with understanding everything clearly.
    Mark was so personable and made the process so easy. I walked away with understanding everything clearly.
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  • Kimberly M
    April 29, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    We are so pleased with our representative Jacob Brock. His customer service is fantastic. It is so nice to have a trusted representative to help us navigate the Medicare insurance process. We are very thankful to have Jacob as our insurance adviser.
    We are so pleased with our representative Jacob Brock. His customer service is fantastic. It is so nice to have a trusted representative to help us navigate the Medicare insurance process. We are very thankful to have Jacob as our insurance adviser.
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  • Katrina M
    April 18, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Eric always goes the extra mile to make things easier. He looks out for his clients.
    Eric always goes the extra mile to make things easier. He looks out for his clients.
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  • Christopher T.
    April 9, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Overall excellent company, great customer service, outstanding products and a passion to help the retirement community!
    Overall excellent company, great customer service, outstanding products and a passion to help the retirement community!
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  • Bill C
    April 6, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jonathan has managed our portfolio prior to and since my retirement. Working with him, he developed a highly diversified portfolio of several financial instruments matching our risk tolerance. Jonathan always patiently and promptly responds to my questions and concerns regarding financial markets.

    I highly recommend Jonathan as a financial advisor either to young individuals beginning their investment journey, to the middle ager or to those of us preparing to retire or are presently retired.
    Jonathan has managed our portfolio prior to and since my retirement. Working with him, he developed a highly diversified portfolio of several financial instruments matching our risk tolerance. Jonathan always patiently and promptly responds to my questions and concerns regarding financial markets.

    I highly recommend Jonathan as a financial advisor either to young individuals beginning their investment journey, to the middle ager or to those of us preparing to retire or are presently retired.
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  • Frederick J
    April 3, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Rebecca is one of a kind.I felt that I have been knowing her years and its been a long time sense we seen each other and very professional..I look forward to her helping me with my 401K
    THANK YOU
    FREDERICK...AKA DERICK
    Rebecca is one of a kind.I felt that I have been knowing her years and its been a long time sense we seen each other and very professional..I look forward to her helping me with my 401K
    THANK YOU
    FREDERICK...AKA DERICK
    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 Rebecca
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.
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Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!
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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.
Seniors discussing Medicare enrollment options with advisor.
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 and benefits of your employer plan versus Medicare to determine which makes the most sense for you.,"You contribute to a Health Savings Account (HSA): Once enrolled in any part of Medicare, you can no longer contribute to an HSA.","If your employer has 20 or more employees, you can delay Part B without a penalty and use your employer’s coverage as your primary. Most people enroll in premium-free Part A but skip Part B to circumvent paying the premium.","If your employer has fewer than 20 employees, consider signing up for Medicare Parts A and B, making your employer’s coverage secondary. Failure to enroll on time may result in gaps in coverage and penalties.",Medicare Part D (Prescription) can be delayed without penalty if your employer provides creditable coverage.,"Medicare Part C (Medicare Advantage) is an all-in-one alternative to original Medicare. Part C offers the benefits of Parts A and B, along with additional services, including prescription, dental, vision, and hearing care. Using Part C with an employer’s plan can lead to overlaps or conflicts of coverage.","Medicare Supplement, also known as Medigap, helps cover deductibles, coinsurance, and other out-of-pocket expenses. However, Medigap only works with Medicare Parts A and B, not your employer’s coverage. In other words, you can’t use Medigap if Medicare isn’t your primary insurance. Learn more about Medicare Supplement Insurance.","The Qualified Medicare Beneficiary program helps cover Part A and Part B premiums, deductibles, coinsurance, and copayments.",The Specified Low-Income Medicare Beneficiary program helps pay for Part B premiums. You must have Part A and Part B to qualify for this program.,Qualifying Individual programs help pay for Part B premiums.,The Qualified Disabled and Working Individual program helps pay for Part A premiums only for specific individuals with disabilities.,"The Extra Help (Low-Income Subsidy) program helps reduce Part D premiums, deductibles, and copays and may eliminate late-enrollment penalties.",Part B Penalty: A 10% increase for every 12 months you delay.,Part D Penalty: A 1% increase for each month you go without creditable drug coverage.,Online at ssa.gov/medicare.,By phone at 1-800-772-1213.,In person at your local Social Security office.,Initial Enrollment Period: Three months before and after your 65th birthday month.,Special Enrollment Period: If you’re coming off employer coverage.,General Enrollment Period: January 1–March 31 each year. Coverage starts July 1. Late penalties may apply if you delay enrollment without creditable coverage.
7 Smart Tips for Successfully Traveling Solo in 2025
Traveling solo is no longer a niche trend—it’s a growing movement. Whether you’re single, seeking solitude, or simply craving the freedom to explore on your own terms, solo travel offers flexibility and opportunities for personal growth. But if you’re new to it, it can feel intimidating. These seven tips will help you travel smarter, safer, and more confidently in 2025.
Aging man looks thoughtful as he ponders his financial circumstances.
Finding Balance: How Financial Therapy Can Transform Your Money Mindset
Managing money can be a significant source of stress in life. For some, a simple tweak in their budget can bring clarity and stability. For others, financial challenges may stem from more complex issues, such as changes in financial circumstances, unhealthy spending habits, or emotional barriers. These difficulties can also impact relationships with partners and hinder progress toward achieving financial wellness. Moreover, our cultural background, religious beliefs, and gender identity often shape how we perceive and interact with money.
A senior couple pointing to a mountain.
Exploring Retirement Income Strategies in Any Economic Climate
Planning your income in retirement isn’t always straightforward, especially when the market feels unpredictable. But no matter the economic environment, having a thoughtful approach can help you feel more prepared.
A woman hugs her friend who has Alzheimer's disease.
Caring Through Connection: Helping a Friend with Alzheimer’s
Alzheimer’s disease affects nearly 7 million people in the U.S., and by 2050, it’s expected that number will rise to 13 million. If your friend is among them, it can be incredibly challenging to maintain your bond as the disease progresses. Watching someone you care about struggle with memory loss and cognitive decline is difficult, but there are ways to stay connected and provide meaningful support.
A mother and daughter baking in kitchen.
Should You Reevaluate Your 2025 Investment Strategy?
It’s common for investors, especially those in or near retirement, to pause and consider whether their financial approach still aligns with their goals. If the market feels shaky, then it becomes even more important to do so. Reviewing your 2025 investment strategy doesn’t always mean making major changes, but it may help you feel more informed and confident about your situation and next steps.
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