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Andrew Pleune
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.®
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(614) 942-7039(614) 942-7039
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Meet Andrew Pleune
Personal Business Philosophy
Dedicated to helping clients with their financial goals as they prepare for retirement. Being a trusted partner and advocate by providing solutions and options that are in my clients best interest.
licensed in
AR, FL, KY, MI, OH
AR License: 18539356
FL License: G031220
professional background
Joined Bankers Life in 2017Became a Financial Representative in 2020Began work in the Insurance Industry in 2017Education: B.A. in Management from Grand Valley State University
designations received
Company Recognitions: Executive Council Branch and Convention QualifierFinancial Representative Designations: Series 6, Series 7, Series 66
personal background
Family: Beautiful wife, Stephanie, and a Dane/Lab rescue, Asher.Community Involvement: Alzheimer's Association, Cypress Church Grove City
Andrew Pleune, Bankers Life Agent and Bankers Life Securities Financial Representative in Westerville, OH
9:00 AM - 7:00 PM 9:00 AM - 7:00 PM 9:00 AM - 7:00 PM 9:00 AM - 7:00 PM 9:00 AM - 7:00 PM 9:00 AM - 2:00 PMClosed Today
Contact Me
Office Phone:
(614) 888-3414(614) 888-3414
Direct Phone:
(614) 942-7039(614) 942-7039
Cell Phone:
(614) 313-5069(614) 313-5069
Branch Info
570 Polaris Pkwy
Ste 100
Westerville, OH 43082
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | 9:00 AM - 7:00 PM |
| Tuesday | 9:00 AM - 7:00 PM |
| Wednesday | 9:00 AM - 7:00 PM |
| Thursday | 9:00 AM - 7:00 PM |
| Friday | 9:00 AM - 7:00 PM |
| Saturday | 9:00 AM - 2:00 PM |
| Sunday | Closed |
Saturday afternoon and Sunday by appointment only
Request An Appointment
Wealth Management Services
Whether you're building wealth, protecting your family, or preserving your assets, our wealth management services are tailored to your goals—now and for the long term.
Investment management
Receive expert guidance from financial advisors on asset allocation, market trends, and strategic decisions involving mutual funds and exchange-traded funds—tailored to your goals, risk tolerance, and time horizon.
Retirement planning
Create a personalized plan to help you save, invest, and generate income, bringing more clarity and confidence to your retirement years.
Education/College planning
Build a 529 plan funding strategy that ensures you're setting aside the right amount to support your children's or grandchildren’s education goals.
Cash flow planning
Track income and expenses to gain better control of your finances, so you can allocate excess cash toward your priorities and long-term goals.
Income planning
Design a reliable income strategy that supports your lifestyle—whether you're preparing for retirement or already enjoying it—using solutions such as variable annuities and other income-generating investments.
Insurance planning
Develop a protection strategy to safeguard your family and finances from the impact of unexpected life events, with solutions such as life insurance and long-term care insurance.
Additional Products & Services Offered in Westerville, OH
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.
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.
ExploreAnnuities
Learn how an annuity can help protect and grow your retirement savings.
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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 (7)
Insurance Calculators (7)
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 Andrew Pleune
5.0
Rating 5.0
(46 Reviews)- December 19, 20255.0 out of 5.0Rating 5.0Andrew is very knowledgeable about finances and securities. He makes himself available to assist me anytime I have questions or comments. He is prompt in returning emails and/or phone calls. If you need an advisor to assist in investing your assets, I would highly recommend you contact Mr. Pleune and request an appointment. He earned this five star recommendation.
- June 13, 20255.0 out of 5.0Rating 5.0Andrew has been wonderful! He is well spoken, patient, has demonstrated a true concern for me as a client, and for his co-worker John Stanley who I have been working with in other areas such as Medicare coverage, Short Term and Long Term care. Be assured he is a fine representative for your company. I feel extremely confident with my financial future thanks to Andrew.
- April 11, 20255.0 out of 5.0Rating 5.0I am quite the worrier. Andrew is very patient and provides excellent customer service!
- December 17, 20245.0 out of 5.0Rating 5.0Great, very nice man. He takes time to explain everything, which is alot.
- October 21, 20245.0 out of 5.0Rating 5.0Had excellent service and help from Andrew. Was a very positive experience.
- May 2, 20245.0 out of 5.0Rating 5.0Drew is amazing he cares,
- February 22, 20245.0 out of 5.0Rating 5.0Great customer service.
- February 22, 20245.0 out of 5.0Rating 5.0WE HAVE BEEN USING ANDREW AS OUR FINANCIAL ADVISOR FOR 13 MONTHS. WE ARE EXTREMELY PLEASED. HE IS A GOOD LISTENER, RETURNS CALLS PROMPTLY AND WE FEEL HE IS TRUELY DOING WHAT IS BEST FOR US AT OUR STAGE OF LIFE.
- February 19, 20245.0 out of 5.0Rating 5.0Great guy very informative the best
- February 12, 20245.0 out of 5.0Rating 5.0I would like to say Andrew has been a pleasure to work with on helping my husband and myself on our insurance needs. He is very professional and understanding, he answers our calls and gets back to us immediately. He also help guide us in finding a home that we moved into this January. We look forward to seeing him yearly and think of him like part of the family. Thanks so much Andrew❤️
- February 12, 20245.0 out of 5.0Rating 5.0Drew was recommended to me by a close friend. He has not disappointed. He is a wealth of knowledge. He is patient and thorough…a true professional.
- February 10, 20245.0 out of 5.0Rating 5.0Drew is very personable & professional. He helped my husband select new health insurance that has proven to be very beneficial. Thank you Drew!
- February 10, 20245.0 out of 5.0Rating 5.0Very friendly and knowledgeable. Made the process painless and comfortable . Awesome
- February 9, 20245.0 out of 5.0Rating 5.0Great experience. Beyond my expectations. My drug costs in the first two months, when coupled with the $53.00/month insurance premium reduction totals about $300,00! In 2 months!
- February 9, 20245.0 out of 5.0Rating 5.0Great customer service
- February 9, 20245.0 out of 5.0Rating 5.0Drew is an example of a great Financial Representative by being proactive in helping me keep a watchful eye on my investments. Drew explains in easy to understand terms the different strategies, market updates and timeliness in action of my portfolio.
I value Drew as a trusted advisor of my retirement portfolio. - February 9, 20245.0 out of 5.0Rating 5.0I wanted to add, that recently Andrew helped us decide on a long term care insurance policy that was just right for us. We have had several family members who were recently placed in assisted living facilites and it made us want to look at protecting ourselves. Andrew was there with all the answers. We would love to recommend Andrew to anyone looking for an honest and caring agent. Andrew will be there for you!!
- February 9, 20245.0 out of 5.0Rating 5.0Andrew is a wonderful agent. He has taken lots of his time to help me decide on a healthcare plan that is right for me. He listens carefully to my concerns and addresses each one. He gave me the courage and confidence to switch from a very expensive healthcare plan to one less expensive with coverage that was actually much better. A plan with vision and dental, plus assistance with over the counter products. Things my other insurance didn't have at all.
- February 8, 20245.0 out of 5.0Rating 5.0Andrew Pleune. Has been my agent for many years. With life insurance and with Medicare. He is very friendly, knowledgeable and is quick in getting things taken care of. I really value him as a person friend and insurance I very highly recommend Drew.
- February 8, 20245.0 out of 5.0Rating 5.0I don't remember how I first heard of Drew, but I am so glad I did. Over the last few years he has be immensely helpful navigating through the complexities of my wife's retirement and the start of her journey with Medicare. To say I was overwhelmed by all of it would be an understatement.
He has always been very responsive to our questions, and we look forward to his being there to help us in the coming years.
Displaying reviews 1 - 1 out of the 20 most recent
Frequently Asked Questions
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 Andrew
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.
Meet Your Financial Advisor
Let’s start with a conversation. I’ll take the time to understand your goals, values, and vision for the future. Give me a call at (614) 313-5069 or fill out the form. I’ll be in touch soon.
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