Stuart Moffitt

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

Insurance Sales Representative - Bankers Life and Casualty Company

Direct Phone:

(980) 245-5296(980) 245-5296

5.0

(24 Reviews)Leave a Review

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

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

Meet Stuart Moffitt

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

NC, SC, TN, VA

professional background

Education: University of North Carolina at Greensboro - Bachelor's Degree in Finance

personal background

Family: My family, originally from North Carolina, ranges from Greensboro to New Bern. We love our Carolina Panthers!Community Involvement: Part Time Youth Swim Coach - Greensboro Community YMCA Swim Team

Stuart Moffitt, Bankers Life Agent and Bankers Life Securities Financial Representative in Charlotte, NC

Open 24 Hours Open 24 Hours Open 24 Hours Open 24 Hours Open 24 Hours Open 24 Hours Open 24 Hours

Contact Me

Office Phone:

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

Direct Phone:

(980) 245-5296(980) 245-5296

Cell Phone:

(336) 404-7020(336) 404-7020

stuart.moffitt@bankerslife.com

Branch Info

10706 Sikes Pl

Ste 300

Charlotte

NC 28277

Get Directions

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Hours

Day of the Week	Hours
Monday	Open 24 Hours
Tuesday	Open 24 Hours
Wednesday	Open 24 Hours
Thursday	Open 24 Hours
Friday	Open 24 Hours
Saturday	Open 24 Hours
Sunday	Open 24 Hours

All Hours - Appointment Only

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 Stuart Moffitt

5.0

(24 Reviews)

William M
January 2, 2025
5.0 out of 5.0
Rating 5.0
He is an exceptional agent to work with very knowledgeable courteous pleasant that goes above and beyond to be helpful we consider him family.
Patsy & Rick B
October 19, 2024
5.0 out of 5.0
Rating 5.0
Stuart is the most personable and knowledgeable person we have ever had the pleasure to work with on our insurance needs. We appreciate the time and effort he devotes to our individual needs. He offers to go out of his way to try to help with our needs that aren't met by insurance. Thankful he knocked on our door a few years ago.
Angela R
July 23, 2024
5.0 out of 5.0
Rating 5.0
Stuart Moffitt is exceedingly knowledgeable about Medicare and supplements that will be a phenomenal for all my healthcare needs. He has pleasant disposition and is very approachable too. I am thrilled with the infinitive knowledge that he imparted on how things will look for me as my Medicare will be starting in December.
He is always on time for appointments which represents courtesy and dependability. He certainly epitomizes exemplary service for Bankers Life and is so helpful.
Virginia C
November 11, 2023
5.0 out of 5.0
Rating 5.0
Really a great guy. Always answers any questions I have and explains everything where I can understand my options.
Sammy C
November 11, 2023
5.0 out of 5.0
Rating 5.0
Great person really nice guy I recommend him he answers all your questions a super nice guy
Penny S
November 6, 2023
5.0 out of 5.0
Rating 5.0
It has been a pleasure working with Stuart. He is very patient and willing to answer my many questions concerning Medicare. He is very knowledgeable and wanted to get me the best plans available. He takes the time to explain everything even if it is multiple times. My family and I look forward to working with him in the future.
Gregory S
November 1, 2023
5.0 out of 5.0
Rating 5.0
Stuart is very knowledgeable and explains plans so that one can understand. He is always available to answer any questions . His follow-up is exceptional.
Jim H
October 30, 2023
5.0 out of 5.0
Rating 5.0
Stuart is very knowledgeable, personable, and responsive. We have worked with him on Medicare and Medicare supplement matters and found him to be a superb agent.
Dennis J
October 27, 2023
5.0 out of 5.0
Rating 5.0
Great to talk with, very knowledgeable. Keeps me well informed on changes and current status on my policy.
Kathy & Robert T
October 27, 2023
5.0 out of 5.0
Rating 5.0
Our experience with Stuart was awesome. He answered all the questions we had. If he did not know the answer he would get on his laptop and find out the answer.
If I call or text Stuart about any concerns, he is very quick to respond.
Stuart is very deserving of a 5-star rating.
Kathy W
October 23, 2023
5.0 out of 5.0
Rating 5.0
When working with Stuart I feel like that I’m sitting down with a family member. He’s very courteous and knowledgeable. I don’t know that much about insurance so when he stepped into my life, he put my mind at ease. Stuart explains everything to me so I understand. I would recommend him to anyone.
Phyllis F
October 23, 2023
5.0 out of 5.0
Rating 5.0
Super nice guy and very helpful.
Teresa O
October 23, 2023
5.0 out of 5.0
Rating 5.0
Very knowledgeable and super nice guy to help you with your insurance
Richard s
October 19, 2023
5.0 out of 5.0
Rating 5.0
Stuart is very prompt and thoughtful. I always feel good about my situation after his visits.
Austin C
October 18, 2023
5.0 out of 5.0
Rating 5.0
We have been with Stuart and Bankers Life for two years and it has been great. When ever we have a question, a quick call to Stuart is all that is needed. He is very knowledgeable about all of the Medicare Advantage plans and was a great help navigating medicare.
Dianna D
October 14, 2023
5.0 out of 5.0
Rating 5.0
Great. More than willing to help at all times.
Wanda L.
February 8, 2023
5.0 out of 5.0
Rating 5.0
Great Customer service
Mona S.
November 7, 2022
5.0 out of 5.0
Rating 5.0
Very knowledgeable and professional.
Johnnie J.
April 13, 2022
5.0 out of 5.0
Rating 5.0
Very personalble and very helpful
Emma F.
February 19, 2022
5.0 out of 5.0
Rating 5.0
Great service

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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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