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Stuart Moffitt

Insurance Sales Representative, Bankers Life and Casualty Company
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Direct Phone:
(980) 245-5296(980) 245-5296
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Stuart MoffittFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Charlotte, NC

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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
US
Hours
Day of the WeekHours
MondayOpen 24 Hours
TuesdayOpen 24 Hours
WednesdayOpen 24 Hours
ThursdayOpen 24 Hours
FridayOpen 24 Hours
SaturdayOpen 24 Hours
SundayOpen 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.

  • Bankers Life Logo
  • Colonial Penn Logo
  • Washington National Logo

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 22nd anniversary of the campaign. Since 2003, we’ve helped raise nearly $7.5 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 – 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.


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
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(21 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Really a great guy. Always answers any questions I have and explains everything where I can understand my options.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great person really nice guy I recommend him he answers all your questions a super nice guy
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great to talk with, very knowledgeable. Keeps me well informed on changes and current status on my policy.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Super nice guy and very helpful.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable and super nice guy to help you with your insurance
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Stuart is very prompt and thoughtful. I always feel good about my situation after his visits.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great. More than willing to help at all times.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great Customer service
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable and professional.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very personalble and very helpful
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great service
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Knowledgeable agent with high interpersonal skills. Met his commitments and answered all our questions satisfactorily and professionally.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Nice and very straight up about what I was looking for.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent presentation and customer service
Displaying reviews 1 - 1 out of the 20 most recent

FAQs

Insights From Stuart
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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.
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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.
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Bankers Life and Casualty Company clients Rick and Jan Tshudy of Palmyra, Pennsylvania share their story about choosing critical illness insurance.
Bankers Life and Casualty Company clients Rick and Jan Tshudy of Palmyra, Pennsylvania share their story about choosing critical illness insurance.

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?

Act Now For Your Free No-Obligation Quote