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Jacob Coleman

Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Field Manager - Insurance Agent - Bankers Conseco Life Insurance Company
Direct Phone:
(315) 802-5680(315) 802-5680
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Jacob ColemanFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Syracuse, NY

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Meet Jacob Coleman
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 2023Began work in the Insurance Industry in 2023Education: Bachelors Degree in Marketing, SUNY Oswego

Jacob Coleman, Bankers Life Agent and Bankers Life Securities Financial Representative in Syracuse, NY

8:00 AM - 6:00 PM 8:00 AM - 6:00 PM 8:00 AM - 6:00 PM 8:00 AM - 6:00 PM 8:00 AM - 6:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(315) 431-2980(315) 431-2980
Direct Phone:
(315) 802-5680(315) 802-5680
Cell Phone:
(315) 283-4296(315) 283-4296
jacob.coleman@bankerslife.com
Branch Info
251 Salina Mdws Pkwy
Ste 130
Syracuse, NY 13212
US
Hours
Day of the WeekHours
Monday8:00 AM - 6:00 PM
Tuesday8:00 AM - 6:00 PM
Wednesday8:00 AM - 6:00 PM
Thursday8:00 AM - 6:00 PM
Friday8:00 AM - 6:00 PM
SaturdayClosed
SundayClosed

Products & Services Offered in Syracuse, 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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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

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 Jacob Coleman

5.0
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(14 Reviews)
  • 5.0 out of 5.0
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    Jacob has excellent customer service , he is a awesome agent
  • 5.0 out of 5.0
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    Excellent customer service!!!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jake made the process of choosing the plans so easy and understandable! I totally recommend him!
    Thank you Jake
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jake provides great customer service. Very professional, courteous, knowledgeable, great response times to questions.
    I switched from a firm of 35 years to Banker's Life with Jake.
  • 5.0 out of 5.0
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    They were both great and very courteous!
  • 5.0 out of 5.0
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    Very pleased with the information Jacob was able to give me. Happy I have a resolution for this. Thank you
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Couldn't ask for a better rep
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jake went above and beyond for us. He explained the policy and always responded in a timely fashion when ever I had a question. Really an outstanding person. He even found a policy for my sister.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jacob is amazing he goes above and beyond for me. You are lucky to have him!!!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very friendly and knowledgeble. Was a joy speaking with Jacob!!!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Thank you Jacob for going above and beyond. You are awesome!!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    The best. Always answers questions so that I understand everything.
    Always considerate of my situations. Never pushy.
    Love him.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    He is awesome person very great sales man
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    He was great. Explained ever. He went above and beyond what he needed to do.
    Highly recommend him
Displaying reviews 1 - 1 out of the 14 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.

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Insights From Jacob
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.
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