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Lucia George

Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.®
Field Director - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(973) 370-6009(973) 370-6009
Meet Lucia George
Personal Business Philosophy
Offering solutions that help to meet the needs of clients today and for retirement. Building personal relationships by listening to better understand your retirement goals.
licensed in
FL, MD, MI, NJ, NY, SC, VA
FL License: P078646
designations received
Insurance Designations: Social Security Certification – The American CollegeFinancial Representative Designations: Limited Securities Representative: Series 6, Combined Uniform and State Registrations Exam: Series 66 (i.e., combine 63 and 65), Securities Industry Essentials®: SIE®
personal background
Community Involvement: American Alzheimer's Association
additional languages
English

Lucia George, Bankers Life Agent and Bankers Life Securities Financial Representative in Parsippany, NJ

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:
(973) 775-3700(973) 775-3700
Direct Phone:
(973) 370-6009(973) 370-6009
lucia.george@bankerslife.com
Branch Info
6 Century Dr
Ste 190
Parsippany, NJ 07054
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
Request an Appointment

Awarded as a 2026 Top Women Financial Advisor at Bankers Life

Recognized for excellence in retirement and financial planning solutions that help clients reach their goals.
  • Retirement income
  • Healthcare expenses
  • Investment strategies
  • Legacy giving
*The Top Women Financial Advisors program is a Bankers Life internal incentive awarded to top performing women financial advisors based certain defined criteria.

Wealth Management Services

Whether you're building wealth, protecting your family, or preserving your assets, our wealth management services are tailored to your goals—now and for the long term.

Investment management

Receive expert guidance from financial advisors on asset allocation, market trends, and strategic decisions involving mutual funds and exchange-traded funds—tailored to your goals, risk tolerance, and time horizon.

Retirement planning

Create a personalized plan to help you save, invest, and generate income, bringing more clarity and confidence to your retirement years.

Education/College planning

Build a 529 plan funding strategy that ensures you're setting aside the right amount to support your children's or grandchildren’s education goals.

Cash flow planning

Track income and expenses to gain better control of your finances, so you can allocate excess cash toward your priorities and long-term goals.

Income planning

Design a reliable income strategy that supports your lifestyle—whether you're preparing for retirement or already enjoying it—using solutions such as variable annuities and other income-generating investments.

Insurance planning

Develop a protection strategy to safeguard your family and finances from the impact of unexpected life events, with solutions such as life insurance and long-term care insurance.

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Additional Products & Services Offered in Parsippany, NJ

  • 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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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 (7)
Insurance Calculators (7)
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 Lucia George

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(6 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    When it had come time to sign up for Medicare and get a supplemental plan I had contacted Lucia George (Natalie) as she had been referred to me by a friend who had recommended her.

    I was in the middle of downsizing, and moving into the next chapter of my life and she took the time to sit with me, ask about my plans and needs and offer recommendations. She has helped me through it all and is amazing

  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I’ve had the privilege of working with a mentor who exemplifies professionalism and genuine care. She brings a rare balance of kindness and competence to every interaction. Her guidance is thoughtful, her standards are high, and she leads by example without ever needing to raise her voice or dominate a room. What stands out most is her ability to listen—really listen—and respond with insight that’s both practical and empowering. She’s not just talented; she’s intentional.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Lucia George has been advising me with wealth management for over 12 years. She is very knowledgeable and explains things in terms I can understand. She always gives me options as to what would be best for me. I feel that Ms. George is very aware of my needs and helps me to meet them. She is very professional and knows her business.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I am not aware of who this Lucia George person is. My Bankers life representative was Mr. Samuel Rosen. He was very helpful, knowledgeable, and professional. He was able to clearly explain my options and the procedures. I was very pleased and satisfied with the service I received and the follow up procedures. Thank You Sam and I understand Lucia is his partner. thanks
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very informative explains the whole processes I’m can rest assured my family will be prepared when the time comes for me to return home to Jesus! With agnet, Natalies help, I found a great policy . thanks - great job
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Helpful and knowledgeable. Great customer service .Many options
Displaying reviews 1 - 1 out of the 6 most recent

Frequently Asked Questions

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 Lucia
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.
Meet Your Financial Advisor

Let’s start with a conversation. I’ll take the time to understand your goals, values, and vision for the future. Give me a call at  or fill out the form. I’ll be in touch soon.

Act Now For Your Free No-Obligation Quote