

David Smith

David SmithFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Rosedale, NY
David Smith, Bankers Life Agent and Bankers Life Securities Financial Representative in Rosedale, NY
Day of the Week | Hours |
---|---|
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 |
Friday | 9:00 AM - 5:00 PM |
Saturday | Closed |
Sunday | Closed |
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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Explore Medicare Advantage

You have many choices when it comes to Medicare – I can 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. * It offers similar coverage, and with the optional benefit of prescription drug coverage (Part D). * Medicare Advantage Plans include an annual maximum out of pocket limit, and some plans offer premiums as low as $0 per month.
Products & Services Offered in Rosedale, NY
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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
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. - Explore
Advisory Services
As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
Financial Calculators & Tools

Reviews for David Smith
- September 19, 20245.0 out of 5.0Rating 5.0David is fantastic. He is professional and has excellent customer service skills. He explains finances to you in a way you truly understand, is extremely patient, and welcomes questions to help you navigate what's best for you.
I do not question referring friends/family to him, as I know he will steer them in the right direction.
Thank you David - September 4, 20245.0 out of 5.0Rating 5.0The best benefit for me is the communication. The personal point of contract and access I now have is a fast better experience.
- August 21, 20245.0 out of 5.0Rating 5.0
- August 7, 20245.0 out of 5.0Rating 5.0Courteous and informative. My anxiety over Medicare and my retirement finances are relieved.
- July 13, 20245.0 out of 5.0Rating 5.0David is an amazing. He is an amazing educator who looks out for my best interest to secure the safety of my future and familial wealth.
- July 12, 20245.0 out of 5.0Rating 5.0Very helpful with getting me set up with my Medicare plan. He got me extra benefits I didn't know I was even eligible to receive.
- July 9, 20245.0 out of 5.0Rating 5.0He explained everything very clearly to me. I am happy with the help I received.
- April 30, 20245.0 out of 5.0Rating 5.0David is so professional and a pleasure to do business with. He represents Bankers on a very high level of excellence for life insurance and investments for retirement and profit safety nest.
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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?