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.
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
David SmithFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Rosedale, NY
I want to learn about...
Request An Appointment
I want to learn about...
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, AZ, FL, GA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TN
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
Branch Info
133-33 Brookville Blvd
Ste 305
Rosedale, NY 11422
US
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 |
Request An Appointment
Products & Services Offered in Rosedale, NY
![]()
ExploreLife Insurance
Find out how life insurance can help protect the financial security of you and your family.![]()
ExploreMedicare Supplement Insurance
Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.![]()
ExploreLong-term Care Insurance
Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.![]()
ExploreBrokerage 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.![]()
ExploreAdvisory 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
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
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Explore Medicare Advantage
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 David Smith
5.0
Rating 5.0
(8 Reviews)- 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.
Displaying reviews 1 - 1 out of the 8 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.
Insights From David
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.
Act Now For Your Free No-Obligation Quote