David Smith

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

Field Manager - Insurance Agent - Bankers Conseco Life Insurance Company

Direct Phone:

(516) 580-7119(516) 580-7119

5.0

(8 Reviews)Leave a Review

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Meet David Our Brands and Partners Explore Medicare Advantage Our Products & Services Reviews FAQs Insights

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Meet David Our Brands and Partners Explore Medicare Advantage Our Products & Services Reviews FAQs Insights

Meet David Smith

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

AL, FL, GA, MA, NC, NH, NJ, NY, OH, PA, SC

professional background

Joined Bankers Life in 2015Became a Financial Representative in 2012Began work in the Insurance Industry in 1996Education: The George Washington University

designations received

Financial Representative Designations: Series 6 & Series 63

personal background

Family: Wife, Kim, and daughters, Chloe and AvaCommunity Involvement: Local PTA

David Smith, Bankers Life Agent and Bankers Life Securities Financial Representative in Rosedale, NY

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:

(516) 334-3102(516) 334-3102

Direct Phone:

(516) 580-7119(516) 580-7119

Cell Phone:

(917) 536-7832(917) 536-7832

david.smith@bankerslife.com

Branch Info

133-33 Brookville Blvd

Ste 305

Rosedale

NY 11422

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Hours

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.

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.

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Products & Services Offered in Rosedale, NY

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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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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Reviews

Reviews for David Smith

5.0

(8 Reviews)

Gladys P
September 19, 2024
5.0 out of 5.0
Rating 5.0
David 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
Rose M
September 4, 2024
5.0 out of 5.0
Rating 5.0
The best benefit for me is the communication. The personal point of contract and access I now have is a fast better experience.
Glenda C
August 21, 2024
5.0 out of 5.0
Rating 5.0
Vivian A
August 7, 2024
5.0 out of 5.0
Rating 5.0
Courteous and informative. My anxiety over Medicare and my retirement finances are relieved.
Erick L
July 13, 2024
5.0 out of 5.0
Rating 5.0
David 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.
Franklin A
July 12, 2024
5.0 out of 5.0
Rating 5.0
Very 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.
Lisa S
July 9, 2024
5.0 out of 5.0
Rating 5.0
He explained everything very clearly to me. I am happy with the help I received.
Dorothea N
April 30, 2024
5.0 out of 5.0
Rating 5.0
David 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.

Displaying reviews 1 - 1 out of the 8 most recent

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FAQs

Long-term care is the type of assistance people need when they can no longer perform some or all basic activities of daily living (ADLs) which can include eating, bathing, continence, dressing, toileting and transferring (that is, moving in or out of a bed, chair or wheelchair). Long-term care needs typically arise as part of the normal aging process, but they also can be due to an injury or illness, such as multiple sclerosis, stroke or rheumatoid arthritis, or due to a cognitive impairment like Alzheimer’s disease. Medicare may not cover many of these costs associated with aging.

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

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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.