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Lee Matthis

Financial Professional
Field Manager - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(910) 427-7043(910) 427-7043
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Lee MatthisField Manager - Insurance Sales Representative, North Myrtle Beach, SC

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Meet Lee Matthis
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
MO, NC, SC, VA, WV
professional background
Education: University of North Carolina, Wilmington
personal background
Family: I have a loving and supportive family; my two adorable nieces, Madeline and Lilly, and my dog, Ed.Community Involvement: Alzheimer's Association, Huntington's Disease
additional languages
Latin

Lee Matthis, Bankers Life Agent in North Myrtle Beach, SC

Closed - Opens at 9:00 AM
Contact Me
Office Phone:
(843) 249-0007(843) 249-0007
Direct Phone:
(910) 427-7043(910) 427-7043
lee.matthis@bankerslife.com
Branch Info
1016 2nd Ave North
Ste 201
North Myrtle Beach, SC 29582
US
Hours
Day of the WeekHours
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM

Products & Services Offered in North Myrtle Beach, SC

  • 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.
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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
  • 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 Lee Matthis

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(12 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very helpful in explaining about my Medicare benefits. Lee is a very friendly and caring person.
Displaying reviews 1 - 1 out of the 12 most recent

Customer Reviews for North Myrtle Beach, SC

4.9
Rating 4.8full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(31 Reviews)
  • Kim L
    June 6, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very professional, polite, and informative. Greatly eased my mind regarding retirement and Medicare. Answered all my questions with great information.
    Very professional, polite, and informative. Greatly eased my mind regarding retirement and Medicare. Answered all my questions with great information.
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  • Treva P
    May 14, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very helpful in explaining about my Medicare benefits. Lee is a very friendly and caring person.
    Very helpful in explaining about my Medicare benefits. Lee is a very friendly and caring person.
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  • William A
    May 13, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Wonderful agent and good customer service
    Wonderful agent and good customer service
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  • Michael C
    April 19, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    James was very informative and offered all the options without any pressure. He gave us time to make our decisions and then followed up. I would highly recommend him.
    James was very informative and offered all the options without any pressure. He gave us time to make our decisions and then followed up. I would highly recommend him.
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  • Peggy L
    April 17, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I went to the office unannounced and without an appointment. I was helped by the field manager (I think his name was Lee) who spent more than an hour fixing my problem. I can’t say enough wonderful things about him. He was friendly, caring and kind. Even though I interrupted his day, he dropped what he was doing to work with me! I’ve never experienced such great service. Thank you!!!!!
    I went to the office unannounced and without an appointment. I was helped by the field manager (I think his name was Lee) who spent more than an hour fixing my problem. I can’t say enough wonderful things about him. He was friendly, caring and kind. Even though I interrupted his day, he dropped what he was doing to work with me! I’ve never experienced such great service. Thank you!!!!!
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  • Dylan F.
    April 9, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent company to grow a career with.
    Excellent company to grow a career with.
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  • Christina M
    February 20, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jude did an awesome job. Thanks
    Jude did an awesome job. Thanks
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  • Nancy B
    December 19, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Awesome customer service and support
    Awesome customer service and support
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  • Reginald A
    December 3, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Lee was very friendly and knowledgeable. He listened to our questions and gave us very good answers. We felt like we could trust that he was acting in our best interest.
    Lee was very friendly and knowledgeable. He listened to our questions and gave us very good answers. We felt like we could trust that he was acting in our best interest.
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  • Jack B
    December 3, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great service!
    I highly recommend.
    Great service!
    I highly recommend.
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  • Dawn H
    November 26, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    My husband and I went to see Dylan and Jay to discuss Medicare and Long Term Care Options if ever one of us or both may need it. They were both very helpful and knowledgeable. We left there very informed and they took care of our current needs. We highly recommend both Dylan and Jay.
    My husband and I went to see Dylan and Jay to discuss Medicare and Long Term Care Options if ever one of us or both may need it. They were both very helpful and knowledgeable. We left there very informed and they took care of our current needs. We highly recommend both Dylan and Jay.
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  • Robert E
    November 5, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    It is been great to have Sylvia as a consultant. I was happy to get all information regarding the Medicare alternatives and ended up with the suggested plan.
    It is been great to have Sylvia as a consultant. I was happy to get all information regarding the Medicare alternatives and ended up with the suggested plan.
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  • Edward G
    November 1, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    VERY PROFESSIONAL, HELPFUL, AND COURTEOUS.
    VERY PROFESSIONAL, HELPFUL, AND COURTEOUS.
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  • Debra M
    October 15, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service, very knowledgeable about everything I needed.
    Great customer service, very knowledgeable about everything I needed.
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  • Deborah V
    October 1, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service. He is always available to answer any questions you may have and always willing to help with any concerns you may have.
    Great customer service. He is always available to answer any questions you may have and always willing to help with any concerns you may have.
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  • Johanna W
    September 24, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Lee is very knowledgeable. He handles himself in a professional way yet relates on a personal level to build a relationship. We enjoyed meeting and talking with Eden. She’s very engaging.
    Lee is very knowledgeable. He handles himself in a professional way yet relates on a personal level to build a relationship. We enjoyed meeting and talking with Eden. She’s very engaging.
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  • Carole H
    July 26, 2023
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Lee was very knowledgeable and was very helpful and he provided us with great customer service!
    Lee was very knowledgeable and was very helpful and he provided us with great customer service!
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  • Jason S
    July 10, 2023
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Samantha And Haley were great!!
    Samantha And Haley were great!!
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  • Jason S
    July 10, 2023
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Shae Owens was such a great help with me joining medicare system!
    Shae Owens was such a great help with me joining medicare system!
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  • Jeff A
    April 8, 2023
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable. Anßwers all questions.
    Very knowledgeable. Anßwers all questions.
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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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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.
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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.
Act Now For Your Free No-Obligation Quote