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Charles Kotzin

Financial Representative, Bankers Life Securities, Inc.
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(614) 942-7041(614) 942-7041
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Charles KotzinFinancial Representative, Westerville, OH

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Meet Charles Kotzin
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
OH
professional background
Joined Bankers Life in 2015Became a Financial Representative in 2018Began work in the Insurance Industry in 2015Education: The Ohio State University, B.A.
personal background
Family: My wife, and father of two sonsCommunity Involvement: Advisor with Source Point in Delaware, OH, Military Jeepers Club, MOAA, The Ohio State Alumni Association, ROTC Alumni AssociationMilitary Service: U.S Army Veteran

Charles Kotzin, Bankers Life Agent and Bankers Life Securities Financial Representative in Westerville, OH

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:
(614) 888-3414(614) 888-3414
Direct Phone:
(614) 942-7041(614) 942-7041
charles.kotzin@bankerslife.com
Branch Info
570 Polaris Pkwy
Ste 100
Westerville, OH 43082
US
Hours
Day of the WeekHours
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed

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.

  • Bankers Life Logo
  • Colonial Penn Logo
  • Washington National Logo

FORGET ME NOT DAYS

At Bankers Life, our insurance agents and associates witness firsthand the impact that Alzheimer’s and dementia have on our customers, their families and their caregivers. That’s why we established Bankers Life Forget Me Not Days®, our nationwide fundraising campaign to benefit the Alzheimer’s Association®. This June marks the 22nd anniversary of the campaign. Since 2003, we’ve helped raise nearly $7.5 million for the Alzheimer’s Association through the Forget Me Not Days campaign and corporate donations.

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 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.
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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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Reviews

Reviews for Charles Kotzin

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(4 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Enjoyed my time with Charles. Very helpful and informative.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Charles was quite professional and very knowledge. My wife and I are very pleased with his expertise. We highly recommend him, he will explain how to protect the family and show you how grow and preserve your wealth. Great guy at bankers Life.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Charles was referred to my wife and I by Greg Beavers to help out with our finances. Charles helped explain some of our options and how to go about setting things up for our retirement. A lot of great information and help.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great custom service,Thank you 😊
Displaying reviews 1 - 1 out of the 4 most recent

FAQs

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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?

Act Now For Your Free No-Obligation Quote