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Tara Ward

Financial Representative, Bankers Life Securities, Inc.
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(252) 656-7014(252) 656-7014
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Tara WardFinancial Representative, Bankers Life Securities, Inc., New Bern, NC

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Meet Tara Ward
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
CT, FL, KY, NC, NE, NJ, SC, VA
professional background
Joined Bankers Life in 2018Began work in the Insurance Industry in 2018Education: Indian River State College; University of Florida

Tara Ward, Bankers Life Agent and Bankers Life Securities Financial Representative in New Bern, NC

9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(252) 639-9832(252) 639-9832
Direct Phone:
(252) 656-7014(252) 656-7014
tara.ward@bankerslife.com
Branch Info
1410 McCarthy Blvd
New Bern, NC 28560
US
Hours
Day of the WeekHours
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed

Products & Services Offered in New Bern, 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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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

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 Tara Ward

4.9
Rating 4.9full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(15 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Fantastic presentation on our first meet up.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent customer service
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent customer service and knowledgeable about her products. I would highly recommend Tara and Anthony to guide you through the craziness of Medicare and supplemental policies.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Tara has been a godsend in relations to her work helping me navigate my Mothers death and her accounts with Bankers. She has helped me in everyway possible, looking into, checking and keeping contact as I need. Absolutely wonderful, great to deal with and she goes the extra mile to ensure my concerns are addressed.
  • 4.0 out of 5.0
    Rating 4.0full star ratingfull star ratingfull star ratingfull star rating
    Tara understands the Medicare system, makes great efforts to assist in the customer making intelligent decisions. She has earned my trust and my business.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service for me and others in my family.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent customer service. Very knowledgeable about what she is doing and will go out of her way to find the best way to help you in every endeavor. She is a exceptional person and you are very fortunate to have her on your team. She always stays one step ahead of you.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service. Knows what she is doing and goes to great lengths to offer the best service for your particular needs. We have come to feels as though she is family.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Tara found the best plan that would meet our changing needs. We appreciate the extra effort that was needed to do this.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Tara is an excellent agent!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Ms. Ward was knowledgeable and very informative of the insurance she presented to us. Above all professional in her presentation and friendly. She earn our trust!!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service. Great personality and easy to work with. Very knowledgeable
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Outstanding lady with great integrity. Very knowledgeable on Medicare. Highly recommend Tara.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Best customer service ever! After over 18 months of attempting to consolidate/restructure our life insurance policies, Tara simplified everything for us and gave us several options to choose from. Her knowledge and patience is second to none. She also assisted my husband with navigating the Medicare system so effortlessly!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Phenomenal customer service, knowledgeable on different products, and understanding how to best manage my current situation to meet my needs!
Displaying reviews 1 - 1 out of the 15 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 Tara
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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