agent picture

Paul Pettit

Financial Professional
Field Manager - Insurance Agent - Bankers Conseco Life Insurance Company
Direct Phone:
(518) 557-1078(518) 557-1078
Leave a Referral
agent picture

Paul PettitField Manager - Insurance Agent, Clifton Park, NY

request apt form icon
quote form icon
Meet Paul Pettit
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
NY
professional background
Joined Bankers Life in 2010Began work in the Insurance Industry in 2010Education: Associates Degree
designations received
Insurance Designations: Certified Long Term Care
personal background
Family: Married, three children; all still local to the Albany NY areaCommunity Involvement: Past Coach for Baseball, Football & Basketball
additional languages
Spanish

Paul Pettit, Bankers Life Agent in Clifton Park, NY

Closed - Opens at 9:00 AM Friday
Contact Me
Office Phone:
(518) 373-6900(518) 373-6900
Direct Phone:
(518) 557-1078(518) 557-1078
Cell Phone:
(518) 488-0392(518) 488-0392
paul.pettit@bankerslife.com
Branch Info
646 Plank Rd
Ste 206
Clifton Park, NY 12065
US
Hours
Day of the WeekHours
Thursday9:00 AM - 7:00 PM
Friday9:00 AM - 7:00 PM
SaturdayClosed
SundayClosed
Monday9:00 AM - 7:00 PM
Tuesday9:00 AM - 7:00 PM
Wednesday9:00 AM - 7:00 PM

Products & Services Offered in Clifton Park, NY

  • 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.
    Explore

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 Paul Pettit

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(9 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Paul provided great information and was very detailed.
Displaying reviews 1 - 1 out of the 9 most recent

Customer Reviews for Clifton Park, NY

4.9
Rating 4.8full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(118 Reviews)
  • David C
    May 29, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Christopher was very knowledge with the different insurance plans and was able to help me get the insurance plans i was looking for, He was a very polite insurance agent
    Christopher was very knowledge with the different insurance plans and was able to help me get the insurance plans i was looking for, He was a very polite insurance agent
    Read More
    Read Less
  • Diane S
    May 28, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    If you need life insurance please reach out to my agent. He is such a great person and answers all your questions. I give hume a 10 out of a 10. Thank you chris.
    If you need life insurance please reach out to my agent. He is such a great person and answers all your questions. I give hume a 10 out of a 10. Thank you chris.
    Read More
    Read Less
  • Pat N
    May 20, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Seth was fantastic. Went into detail for both my daughter and myself.
    Seth was fantastic. Went into detail for both my daughter and myself.
    Read More
    Read Less
  • Luisa P
    May 1, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Just an overall nice and professional person. Looking forward to working with her on my future
    Just an overall nice and professional person. Looking forward to working with her on my future
    Read More
    Read Less
  • Denise S
    March 25, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    She helped me a lot.
    She helped me a lot.
    Read More
    Read Less
  • Celestine P
    March 23, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Paul provided great information and was very detailed.
    Paul provided great information and was very detailed.
    Read More
    Read Less
  • Celestine P
    March 19, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Paul was very helpful in answering our questions and presented scenarios so that we were clear as to what we were signing up for.

    Paul was very helpful in answering our questions and presented scenarios so that we were clear as to what we were signing up for.

    Read More
    Read Less
  • Stephen L
    February 18, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    He is knowledgeable,
    on time, and available. Verh likeable young man.
    He is knowledgeable,
    on time, and available. Verh likeable young man.
    Read More
    Read Less
  • Boykin M
    February 11, 2025
    2.0 out of 5.0
    Rating 2.0full star ratingfull star rating
    Great and to the point.
    Great and to the point.
    Read More
    Read Less
    Response from Bankers Life
    February 11, 2025
    Hi Boykin, thank you for your review. We're so happy to hear you had a good experience. If you'd like to elaborate on what prompted your 2 star rating, you can email us at BLReviews@bankerslife.com.
  • Jan M
    February 4, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    My agent, Seth McGuire was excellent. She was extremely knowledgeable, kind, and patient. As she is relatively new at the job, I truly appreciated what she was not sure of she called her office and was able to get the answer. I now feel reassured about my medical insurance and can contact Seth with any and all questions I need answers to.
    My agent, Seth McGuire was excellent. She was extremely knowledgeable, kind, and patient. As she is relatively new at the job, I truly appreciated what she was not sure of she called her office and was able to get the answer. I now feel reassured about my medical insurance and can contact Seth with any and all questions I need answers to.
    Read More
    Read Less
  • Terry G
    January 28, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Outstanding service!
    Outstanding service!
    Read More
    Read Less
  • Marilu R
    January 22, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Ashley me ha ayudado mucho con mi seguro,
    Me explica las cosas en detalle de manera simple y con paciencia.
    Es una persona muy amable, estoy agradecida de que sea mi agente, me siento satisfecha con su servicio.
    Ashley me ha ayudado mucho con mi seguro,
    Me explica las cosas en detalle de manera simple y con paciencia.
    Es una persona muy amable, estoy agradecida de que sea mi agente, me siento satisfecha con su servicio.
    Read More
    Read Less
  • Penny C
    January 21, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Yes you are a very good friend and agent I really appreciate what you have done for me
    Thanks you everything again
    Yes you are a very good friend and agent I really appreciate what you have done for me
    Thanks you everything again
    Read More
    Read Less
  • Karen L.
    January 12, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    This is a fantastic company to do business with!
    This is a fantastic company to do business with!
    Read More
    Read Less
  • Tim P
    January 9, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I had a 401K and transferred it over to Christopher to manage my account. He has made me more money than the major management company that I previously had. I would advise anyone to do the same.
    I had a 401K and transferred it over to Christopher to manage my account. He has made me more money than the major management company that I previously had. I would advise anyone to do the same.
    Read More
    Read Less
  • Dawn R
    January 9, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Christopher is very knowledgeable and well versed in various life insurance products. He made me feel very secure in my decision to change companies and I'm so glad he is my new Financial Advisor ! I recommend him to everyone who is looking for new insurance or to make changes !
    Christopher is very knowledgeable and well versed in various life insurance products. He made me feel very secure in my decision to change companies and I'm so glad he is my new Financial Advisor ! I recommend him to everyone who is looking for new insurance or to make changes !
    Read More
    Read Less
  • Allen M
    December 24, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Karen was very personable and knowledgeable. She not only was able to answer our questions, she assured us that she will continue to be available to help us.
    Karen was very personable and knowledgeable. She not only was able to answer our questions, she assured us that she will continue to be available to help us.
    Read More
    Read Less
  • Lorraine D
    December 14, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I have enjoyed working with Karen for a few years and she has helped me get through all I would need since I retired. She always has the right information for me to make my decisions in reference my yearly Medicare changes. I don’t know what I would do without her.
    I have enjoyed working with Karen for a few years and she has helped me get through all I would need since I retired. She always has the right information for me to make my decisions in reference my yearly Medicare changes. I don’t know what I would do without her.
    Read More
    Read Less
  • Earl M
    December 5, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Tyler Was Friendly And Knowledgeable And Explained My Options Very Well
    Tyler Was Friendly And Knowledgeable And Explained My Options Very Well
    Read More
    Read Less
  • Deborah M
    November 28, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Was very helpful and knows her stuff. Thank you
    Was very helpful and knows her stuff. Thank you
    Read More
    Read Less
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.

  • Bankers Life Logo
  • Colonial Penn Logo
Insights From Paul
Featured Videos
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Featured Videos
Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!
Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!
Featured Videos
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.
A senior couple riding bikes.
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 investments—assets beyond tradition...
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...
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...
Aging man looks thoughtful as he ponders his financial circumstances.
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...
A senior couple pointing to a mountain.
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.
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...
Act Now For Your Free No-Obligation Quote