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Jeffery Kee
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Agency Director - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(336) 365-7268(336) 365-7268
Jeffery KeeFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Greensboro, NC
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Meet Jeffery Kee
Personal Business Philosophy
Building strong relationships by assisting clients in achieving financial goals while educating and providing solutions for retirement.
licensed in
FL, MO, NC, SC, TN, TX, VA, WA
professional background
Joined Bankers Life in 2009Became a Financial Representative in 2012Began work in the Insurance Industry in 2009Education: Appalachian State University
designations received
Insurance Designations: Annuity Planning Professional: APP, Social Security Certification – The American CollegeFinancial Representative Designations: Limited Securities Representative: Series 6, General Investment Representative: Series 7, State Registrations: Series 63, Combined Uniform and State Registrations Exam: Series 66 (i.e., combine 63 and 65)
personal background
Family: Married to my wife Shannon and we have three children
additional languages
Spanish
Jeffery Kee, Bankers Life Agent and Bankers Life Securities Financial Representative in Greensboro, 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 - 12:00 PMClosed Today
Contact Me
Office Phone:
(336) 852-9061(336) 852-9061
Direct Phone:
(336) 365-7268(336) 365-7268
Cell Phone:
(704) 794-8145(704) 794-8145
Branch Info
400 Bellemeade
Ste 501
Greensboro, NC 27401
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | 8:00 AM - 6:00 PM |
| Tuesday | 8:00 AM - 6:00 PM |
| Wednesday | 8:00 AM - 6:00 PM |
| Thursday | 8:00 AM - 6:00 PM |
| Friday | 8:00 AM - 6:00 PM |
| Saturday | 8:00 AM - 12:00 PM |
| Sunday | Closed |
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Products & Services Offered in Greensboro, 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.
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
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Explore Medicare Advantage
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?
Take Me Out to the Ballgame!
Bankers Life Greensboro is honored to sponsor “Forget Me Not Alzheimer’s Awareness Nights” with the Greensboro Grasshoppers. Visit the ballpark June 3, June 17, or June 24 to enjoy an amazing postgame fireworks show, and to benefit the Alzheimer’s Association.
Learn more here.
Reviews
Reviews for Jeffery Kee
5.0
Rating 5.0
(25 Reviews)- November 11, 20255.0 out of 5.0Rating 5.0Jeffrey is a great financial representative. He explains things thoroughly and meets my financial and health care needs. It was a pleasure doing business with him!
- October 21, 20255.0 out of 5.0Rating 5.0Jeff is a very knowledgeable person. He answered my numerous questions about my business affairs. He is patient and has a personality that makes our business process very easy.
- October 14, 20255.0 out of 5.0Rating 5.0Very professional .
- October 7, 20255.0 out of 5.0Rating 5.0Very thorough and professional!
- December 19, 20245.0 out of 5.0Rating 5.0Always thoughtful and considerate, Jeffery’s advice has been invaluable to me over the years. Simply put, I trust him.
- May 17, 20235.0 out of 5.0Rating 5.0Great coustmer service
- April 12, 20235.0 out of 5.0Rating 5.0Outstanding customer service! Jeff has been an excellent guide through retirement and social security for both of us. Highly recommended.
- February 6, 20235.0 out of 5.0Rating 5.0Great customer service
- January 28, 20235.0 out of 5.0Rating 5.0Jeff is a personable professional and cares about our well being .
He always returns our text and calls promptly and advises us on any matter whether financial or personal, also will check on us from time to time to see how we are doing in general.
I consider him a true friend ! He help me through retirement in July 2020 when my 401K tanked due to covid at the same time .
Thank You for Caring we couldn't do this without him ! - January 26, 20235.0 out of 5.0Rating 5.0Jeff helped me many years ago with my brother insurance. No one else there would help me. He came to house and got everything straight at no advantage to him. I told him when I retired would call him. He has been with us for 8years and we feel he is always there to help. He is deserving of recognition!!!
- January 25, 20235.0 out of 5.0Rating 5.0Very knowledgeable and explains things in simple-to-understand terms.
- January 23, 20235.0 out of 5.0Rating 5.0Excellent service. Jeff responds quickly to my questions and explains things in a way that helps me understand. I find him honest, knowledgeable and a very trustworthy advisor.
- January 23, 20235.0 out of 5.0Rating 5.0Very satisfied with knowledge of investments.
- January 23, 20235.0 out of 5.0Rating 5.0Jeff always takes the time to listen and assist with recommending ways to accomplish my needs and secure my welfare thru investments. Jeff is only a call away when needed
- January 23, 20235.0 out of 5.0Rating 5.0Proper gentlemen. Very kind and warm soul, had a young lad named Thomas with him, very handsome young guy, really knowledgeable. They made the perfect team.
- January 23, 20235.0 out of 5.0Rating 5.0Excellent advice on retirement finances and Medi Care insurance. Responds in a timely manner to any questions.
- January 23, 20235.0 out of 5.0Rating 5.0Jeff is always dependable and always responds rather quickly to my service request. He has Superior knowledge within his professional skill set. I'm sure he is a valuable asset to Bankers Life!
- January 23, 20235.0 out of 5.0Rating 5.0Jeff Kee is a very knowledgeable person. When Jeff meets with me, he listens and understands my needs. I put my total trust in Jeff to make my investments work for me. Jeff also has knowledge of social security and he will answer some questions that I may have.
- January 23, 20235.0 out of 5.0Rating 5.0We have enjoyed working with Jeffery. He has our best interest in mind
- January 23, 20235.0 out of 5.0Rating 5.0Jeffrey Kee always goes the extra step. Can't say enough about his knowledge and experience. We feel secure.
Displaying reviews 1 - 1 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.
Insights From Jeffery
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.
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