Evan Ha

Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.

Insurance Sales Representative - Bankers Life and Casualty Company

Direct Phone:

(732) 460-4218(732) 460-4218

5.0

(19 Reviews)Leave a Review

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Meet Evan Our Products & Services Calculators & Tools Explore Medicare Advantage Reviews FAQs Our Brands and Partners Insights

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Meet Evan Our Products & Services Calculators & Tools Explore Medicare Advantage Reviews FAQs Our Brands and Partners Insights

Meet Evan Ha

Personal Business Philosophy

Engaging with clients to help organize and build on their financial goals as they plan and near retirement. Being a trusted partner and advocate through focusing on client needs and their priorities.

licensed in

professional background

Joined Bankers Life in 2007Became a Financial Representative in 2011Education: Rider University - Bachelor's in Finance, 2006

designations received

Company Recognitions: President's Honor Circle Lifetime Member, Million Dollar Round TableInsurance Designations: Certified in Long Term Care

personal background

Family: My wife Alyssa Ha, and two children, Olivia and Anthony

Evan Ha, Bankers Life Agent and Bankers Life Securities Financial Representative in Toms River, NJ

Open Now - Closes at 5:00 PM

Contact Me

Office Phone:

(732) 918-0430(732) 918-0430

Direct Phone:

(732) 460-4218(732) 460-4218

evan.ha@bankerslife.com

Branch Info

1433 Hooper Avenue

Ste 121

Toms River

NJ 08753

Get Directions

Visit Branch Page

Hours

Day of the Week	Hours
Friday	9:00 AM - 5:00 PM
Saturday	Closed
Sunday	Closed
Monday	9:00 AM - 5:00 PM
Tuesday	9:00 AM - 5:00 PM
Wednesday	9:00 AM - 5:00 PM
Thursday	9:00 AM - 5:00 PM

Products & Services Offered in Toms River, 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.
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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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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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.

Learn More

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.

Shop Plans

Reviews

Reviews for Evan Ha

5.0

(19 Reviews)

Lynda P

April 1, 2025

5.0 out of 5.0

Evan is excellent! His performance is always outstanding. Evan is a valuable asset to your team

Robert and Marylee D

November 3, 2023

5.0 out of 5.0

Evan has been an excellent financial advisor for us the past 15 years. He always is available to answer our financial questions honestly no matter how big or small. He has made us feel comfortable with the choices we have made since retirement. We would highly recommend Evan to our friends. Also we have recommended Bankers Life to family and friends not living in New Jersey.

Henry C

July 14, 2023

5.0 out of 5.0

He is the BEST! Let me tell you why. I’ve known Evan for the past 5 years now. I was referred to him by a friend and he said that once you meet him you’ll trust him. Well “Trust” is the most important thing to me. My friend was correct. Evan knows what he’s doing and he’s completely trustworthy. He’s like a member of my family now. I highly recommend him. His knowledge is vast and his service is unbeatable!
Henry Cugini

Peggy W

May 4, 2023

5.0 out of 5.0

I was introduced to Evan through my sister. Evan is extremely helpful and takes the best care in handling my financial needs. He is always available through a text or call should you have any questions. He will come to your home and take the time needed to explain very thoroughly to you what options would best fit your needs. Evan is very patient and answers my many many questions. Evan is and will remain my financial advisor and I highly recommend him.

Madeline C

March 15, 2023

5.0 out of 5.0

I have been working with Evan for 14 years. He has taken me through several stages of my life. Married with a income coming in to being a widow. Evan is very knowledgeable about the industry and professional dealing with his clients. He is aware of my name and is always on top of my finances. It is a relief to know someone like Evan is taking care of my finances.

Robert S

March 15, 2023

5.0 out of 5.0

Evan does an excellent job in handling our account. He is always available to answer inquires concerning current trends in the market (good or bad) and responds in a way that you understand his explanation as he states in in terms we can understand. Another aspect I appreciate about Evan is he is always very calm when speaking and discussing our accounts not matter if the news is positive or negative. I would not hesitate to recommend Evan to friends or relatives for excellent financial advice.

Sue A

March 15, 2023

5.0 out of 5.0

My experience with Evan from the very beginning was nothing but excellent...I reached out for a financial planner when I found my husband was unable to keep up with the finances.....I trusted Evan from the minute he walked into my home....Very professional, honest and always a phone call away...I could be up at 3 am n have questions, I email him n next business day I have my answers...He’s the best of the best n I wish him much more success n happy clients...

Robert and Marylee D

November 3, 2023

5.0 out of 5.0

Henry C

July 14, 2023

5.0 out of 5.0

Peggy W

May 4, 2023

5.0 out of 5.0

Madeline C

March 15, 2023

5.0 out of 5.0

Robert S

March 15, 2023

5.0 out of 5.0

Sue A

March 15, 2023

5.0 out of 5.0

Displaying reviews 1 - 1 out of the 19 most recent

Leave a Review

Customer Reviews for Toms River, NJ

4.9

(227 Reviews)

Deborah H
June 21, 2025
5.0 out of 5.0
Rating 5.0
Toni Caffrey was very thorough and accommodating. She is an asset to BankersLife and I would recommend her highly.
Toni Caffrey was very thorough and accommodating. She is an asset to BankersLife and I would recommend her highly.
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Camille C
June 10, 2025
5.0 out of 5.0
Rating 5.0
Vanessa was a big help with re-evaluating my medical insurance. She stayed in contact with me and step by step helped me with the application. This made it easier than I thought it would be. Thank you Vanessa
Vanessa was a big help with re-evaluating my medical insurance. She stayed in contact with me and step by step helped me with the application. This made it easier than I thought it would be. Thank you Vanessa
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Angel M
June 10, 2025
5.0 out of 5.0
Rating 5.0
Very knowledgeable and patient with us.
Very knowledgeable and patient with us.
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John O
June 5, 2025
5.0 out of 5.0
Rating 5.0
Great customer service!
Great customer service!
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Richard P
June 5, 2025
5.0 out of 5.0
Rating 5.0
great
great
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George S
May 20, 2025
5.0 out of 5.0
Rating 5.0
great customer care
great customer care
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Dawna A
May 14, 2025
5.0 out of 5.0
Rating 5.0
Mr . Brown works very well with is customer, he break things down so you can understand what you get in politics.
Mr . Brown works very well with is customer, he break things down so you can understand what you get in politics.
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Renee N
May 1, 2025
5.0 out of 5.0
Rating 5.0
Vanessa is great.She explain step by step.
She's amazing 👏
Vanessa is great.She explain step by step.
She's amazing 👏
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Karen H
April 23, 2025
5.0 out of 5.0
Rating 5.0
Mary is a great person and knows what she is doing. Never runs away from answers, if she is unsure (not often) she gets ya the answers asap. Just all around nice kind loyal human being. Always a pleasure to deal with!
Mary is a great person and knows what she is doing. Never runs away from answers, if she is unsure (not often) she gets ya the answers asap. Just all around nice kind loyal human being. Always a pleasure to deal with!
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Martin A
April 18, 2025
5.0 out of 5.0
Rating 5.0
Jason Hunt quickly resolved a billing issue to keep my Universal Life policy in effect and active. He provided good advice and was there when I needed him. Thank you, Jason.
Jason Hunt quickly resolved a billing issue to keep my Universal Life policy in effect and active. He provided good advice and was there when I needed him. Thank you, Jason.
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Cecilia J
April 15, 2025
5.0 out of 5.0
Rating 5.0
Great customer service. Well informed and professional.
Great customer service. Well informed and professional.
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Vanessa P.
April 10, 2025
5.0 out of 5.0
Rating 5.0
Bankers has been a career matched in heaven for me; simply because I enjoy helping individuals that genuinely can use our help. From Medicare provisions, adequate life insurance solutions, special helps for gaps in their medical benefits, to retirement planning; this is what we do. Bankers can generally help anyone seeking help in these areas. My goal is to put individuals in a better situation than prior meeting with me. If that turns out to be simply providing proper information; these have often turned into future referrals. I enjoy what I do and I have a passion for helping others. Therefore, I challenge others to take the plunge, into an exciting long time career.
Bankers has been a career matched in heaven for me; simply because I enjoy helping individuals that genuinely can use our help. From Medicare provisions, adequate life insurance solutions, special helps for gaps in their medical benefits, to retirement planning; this is what we do. Bankers can generally help anyone seeking help in these areas. My goal is to put individuals in a better situation than prior meeting with me. If that turns out to be simply providing proper information; these have often turned into future referrals. I enjoy what I do and I have a passion for helping others. Therefore, I challenge others to take the plunge, into an exciting long time career.
Read More
Read Less
Kathryn S
April 7, 2025
5.0 out of 5.0
Rating 5.0
Liz is wonderful. She is very knowledgeable and explains everything in detail. She is very calm and not pushy. Liz takes the time to find the best plan for you. She is a very good “”go too “ - person.
Liz is wonderful. She is very knowledgeable and explains everything in detail. She is very calm and not pushy. Liz takes the time to find the best plan for you. She is a very good “”go too “ - person.
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Lynda P
April 1, 2025
5.0 out of 5.0
Rating 5.0
Evan is excellent! His performance is always outstanding. Evan is a valuable asset to your team
Evan is excellent! His performance is always outstanding. Evan is a valuable asset to your team
Read More
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Nickala R
April 1, 2025
5.0 out of 5.0
Rating 5.0
Great service. Quick to respond. Knowledgeable.
Great service. Quick to respond. Knowledgeable.
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Nickala R
March 28, 2025
5.0 out of 5.0
Rating 5.0
Excellent response time
Excellent response time
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William P
March 27, 2025
5.0 out of 5.0
Rating 5.0
Evan continues to shine as my financial advisor, providing thoughtful guidance on my upcoming RMD as well as quickly getting me into a more economical Medicare Part-B plan.
Evan continues to shine as my financial advisor, providing thoughtful guidance on my upcoming RMD as well as quickly getting me into a more economical Medicare Part-B plan.
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Yamila C
March 24, 2025
5.0 out of 5.0
Rating 5.0
Very professional, explain everything very clearly .
Very professional, explain everything very clearly .
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Abbe C
March 18, 2025
5.0 out of 5.0
Rating 5.0
Very knowledgeable and professional. Able to explain the topics in an easy way to understand.
Very knowledgeable and professional. Able to explain the topics in an easy way to understand.
Read More
Read Less
Karen P
March 13, 2025
5.0 out of 5.0
Rating 5.0
Great service. Very personable and knowledgeable. Arrived on time, answered all questions and NOT pushy.
Great service. Very personable and knowledgeable. Arrived on time, answered all questions and NOT pushy.
Read More
Read Less

Displaying reviews 1 - 4 out of the 20 most recent

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FAQs

- a. Medicare is a federal health insurance program for people who are:
  - Age 65 and older.
  - Younger than 65 with certain disabilities.
  - Any age with end-stage renal disease (ESRD), a type of permanent kidney failure requiring dialysis or a kidney transplant.
- b. Medicare offers essential health coverage to help pay for hospital stays, doctor visits, and other healthcare services. Understanding eligibility and your options can help ensure you get the right coverage at the right time.
- c. Bankers Life can help guide you through the process of selecting the best Medicare plan for your needs.

Medicare Supplement insurance (also known as Medigap) is a type of health insurance sold by private companies, like Bankers Life, to help cover the out-of-pocket costs that Original Medicare doesn’t, such as co-payments, coinsurance, and deductibles. While Medicare Part A and Part B cover many health expenses, they don’t cover everything. Medicare Supplement plans can help fill in these gaps, ensuring you have comprehensive coverage and fewer unexpected medical costs as you age. Learn more here.
- a. Medicare Advantage, also known as Medicare Part C, is an alternative way to get Medicare coverage through private insurance companies, rather than directly through the federal government.
- b. You must already be enrolled in Original Medicare (Part A & Part B) to qualify for Medicare Advantage.

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 Evan

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Featured Videos

Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!

View this video on YouTube

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July 18, 2025

What Role Can Alternative Investments Play in a Retirement Portfolio?

If you’re nearing retirement or already retired, feeling uneasy about potential market volatility is understandable. After years of saving and planning, it’s natural to want more stability in your portfolio. One option some retirees explore is adding alternative investmentsâ€”assets beyond tradition...

July 11, 2025

Seniors discussing Medicare enrollment options with advisor.

When to Sign Up for Medicare If You’re Still Working at 65

"Turning 65 is a significant milestone, not just for making another trip around the sun but also for unlocking Medicare eligibility. As the federal health program for more than 68.5 million Americans, Medicare is a vital component of retirement planning.",You must pay a premium: Compare the costs an...

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7 Smart Tips for Successfully Traveling Solo in 2025

Traveling solo is no longer a niche trend—it’s a growing movement. Whether you’re single, seeking solitude, or simply craving the freedom to explore on your own terms, solo travel offers flexibility and opportunities for personal growth. But if you’re new to it, it can feel intimidating. These seven...

June 25, 2025

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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. Th...

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Exploring Retirement Income Strategies in Any Economic Climate

Planning your income in retirement isn’t always straightforward, especially when the market feels unpredictable. But no matter the economic environment, having a thoughtful approach can help you feel more prepared.

June 11, 2025

A woman hugs her friend who has Alzheimer's disease.

Caring Through Connection: Helping a Friend with Alzheimer’s

Alzheimer’s disease affects nearly 7 million people in the U.S., and by 2050, it’s expected that number will rise to 13 million. If your friend is among them, it can be incredibly challenging to maintain your bond as the disease progresses. Watching someone you care about struggle with memory loss a...

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Evan Ha

Evan HaFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Toms River, NJ

Evan Ha, Bankers Life Agent and Bankers Life Securities Financial Representative in Toms River, NJ

Products & Services Offered in Toms River, NJ

Life Insurance

Medicare Supplement Insurance

Long-term Care Insurance

Annuities

Brokerage Services

Advisory Services

Financial Calculators & Tools

How Long Will My Retirement Savings Last?

Estimate Social Security Benefits

Traditional 401(k) or Roth 401(k)?

Retirement Income Estimator

Forget Me Not Days

Explore Medicare Advantage

Let's Talk About Your Plans for Long-Term Care!

FAQs

Our Brands and Partners