Daniel Corey

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

Managing Director - Insurance Sales Representative - Bankers Life and Casualty Company

Direct Phone:

Meet Daniel Our Products & Services Calculators & Tools Explore Medicare Advantage Reviews FAQs Our Brands and Partners Insights

I want to learn about...

Meet Daniel Our Products & Services Calculators & Tools Explore Medicare Advantage Reviews FAQs Our Brands and Partners Insights

Meet Daniel Corey

Personal Business Philosophy

Building strong relationships by assisting clients in achieving financial goals while educating and providing solutions for retirement.

licensed in

AZ, OR, WA

professional background

Joined Bankers Life in 2012Became a Financial Representative in 2015Began work in the Insurance Industry in 2012Education: Political Science degree from Lewis and Clark College in Portland, OR

designations received

Financial Representative Designations: PHC

personal background

Family: My wife Maria and sons, Curran, Collin, Connor, Caleb

Daniel Corey, Bankers Life Agent and Bankers Life Securities Financial Representative in Portland, OR

Closed - Opens at 9:00 AM Monday

Contact Me

Office Phone:

(503) 255-3624(503) 255-3624

Direct Phone:

(971) 712-7022(971) 712-7022

daniel.corey@bankerslife.com

Branch Info

6135 NE 80th Ave

Unit A5

Portland

OR 97218

Get Directions

Visit Branch Page

Hours

Day of the Week	Hours
Sunday	Closed
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

Products & Services Offered in Portland, OR

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.
Explore
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.
Explore
Annuities
Learn how an annuity can help protect and grow your retirement savings.
Explore
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

How Long Will My Retirement Savings Last?
Determine how long your retirement savings may last considering your monthly spending, sources of income, inflation and more.
Estimate Social Security Benefits
Estimate your future Social Security benefits based on your income history and expected retirement age.
Traditional 401(k) or Roth 401(k)?
How do traditional 401(k) and Roth 401(k) contributions differ, and which option best suits your financial needs?
Retirement Income Estimator
Input your current savings and income sources to estimate your future retirement income and assess if you’re on track to meet your goals.

For information and educational purposes only. Does not constitute investment advice or a recommendation.

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 23rd anniversary of the campaign. Since 2003, we’ve helped raise more than $7.8 million for the Alzheimer’s Association through the Forget Me Not Days campaign and corporate donations.

Learn More

Washington Cares Fund

Qualify for an exemption from Washington's new tax

The WA Cares Fund is a mandatory payroll tax for all employees in Washington. The fund's purpose is to support long-term care expenses. Due to current rules, not everyone may qualify for benefits, even after paying the tax. For example, if a person moves out of state, he/she cannot access their benefits.

But there is another option. If you have long-term care insurance by November 1, you can apply for an exemption! Learn more here.

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.

Shop Plans

Reviews

Customer Reviews for Portland, OR

4.7

(151 Reviews)

Malia N
July 2, 2025
3.0 out of 5.0
Rating 3.0
Sonia was friendly and seemed knowledgeable but unfortunately I felt pushed to do something I wasn't ready for. I am trying to cancel the policy.
Sonia was friendly and seemed knowledgeable but unfortunately I felt pushed to do something I wasn't ready for. I am trying to cancel the policy.
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Response from Bankers Life
July 7, 2025
Hello Malia, thank you for leaving a rating. We've passed your feedback along to our branch management team, and a team member will be in touch soon to learn more about your experience and address any outstanding concerns. Please don't hesitate to email us at BLReviews@bankerslife.com should you need further assistance.
Eileen B
July 1, 2025
5.0 out of 5.0
Rating 5.0
Sonia arrived on time, I told her of my time frame that we had to be done by. I was looking for help with what Medicare road was right for me. She touched on other products Bankers Life covers without pressure to sign up immediately. I am comfortable with what Medicare plan we chose, and we finished earlier than expected. Sonia is great to work with.
Sonia arrived on time, I told her of my time frame that we had to be done by. I was looking for help with what Medicare road was right for me. She touched on other products Bankers Life covers without pressure to sign up immediately. I am comfortable with what Medicare plan we chose, and we finished earlier than expected. Sonia is great to work with.
Read More
Read Less
Sharon W
July 1, 2025
5.0 out of 5.0
Rating 5.0
Friendly, easy to talk to & ask questions
Friendly, easy to talk to & ask questions
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Josephine W
June 19, 2025
5.0 out of 5.0
Rating 5.0
The sales representatives did an excellent job convincing us to protect ourselves with insurance.
The sales representatives did an excellent job convincing us to protect ourselves with insurance.
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Teresa M
June 17, 2025
5.0 out of 5.0
Rating 5.0
Helpful, listened to my concerns and helped me come up with a very comprehensive retirement plan that protected my assets and gives me the flexibility I needed.
Helpful, listened to my concerns and helped me come up with a very comprehensive retirement plan that protected my assets and gives me the flexibility I needed.
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Daniel C
June 17, 2025
5.0 out of 5.0
Rating 5.0
knowledgeable and attentive service.
knowledgeable and attentive service.
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Tamara R
June 12, 2025
5.0 out of 5.0
Rating 5.0
Friendly a people person.Everything I was told has happened in a timely manner much appreciation.
Friendly a people person.Everything I was told has happened in a timely manner much appreciation.
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Gary O
May 20, 2025
5.0 out of 5.0
Rating 5.0
Very personable and a pleasure to work with and knowledgeable about what is available
Very personable and a pleasure to work with and knowledgeable about what is available
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John C
May 19, 2025
5.0 out of 5.0
Rating 5.0
Sam is knowledgeable, helpful, friendly, approachable, and a topnotch agent.
Sam is knowledgeable, helpful, friendly, approachable, and a topnotch agent.
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Marilynn S
May 16, 2025
5.0 out of 5.0
Rating 5.0
Heather Hanselman is terrific. She got me a goodvaccount andbiscalways therevwhennInneed her. So glad to have her. Helpsvwhennyoungetbavgoodbperson thank youn
Heather Hanselman is terrific. She got me a goodvaccount andbiscalways therevwhennInneed her. So glad to have her. Helpsvwhennyoungetbavgoodbperson thank youn
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Chanty C
May 8, 2025
5.0 out of 5.0
Rating 5.0
I didn’t expected someone went through the process and explained to me as well as Melanie. I went through this same process with someone else a few years ago but Melanie is the best. I am happy to get clear information from her.

Thank you Melanie!
I didn’t expected someone went through the process and explained to me as well as Melanie. I went through this same process with someone else a few years ago but Melanie is the best. I am happy to get clear information from her.

Thank you Melanie!
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Read Less
Gary L
May 6, 2025
5.0 out of 5.0
Rating 5.0
A woman who knows how to get the job done. Her kindness and professionalism is definitely noted.
A woman who knows how to get the job done. Her kindness and professionalism is definitely noted.
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Connie W
May 6, 2025
5.0 out of 5.0
Rating 5.0
I enjoy Sonia being my agent. She' did explain things I did not understand. Very nice person to converse with.
I enjoy Sonia being my agent. She' did explain things I did not understand. Very nice person to converse with.
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Steven L
April 29, 2025
5.0 out of 5.0
Rating 5.0
She is very personable & knows her stuff! I highly recommend her.
She is very personable & knows her stuff! I highly recommend her.
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Carrie G
April 24, 2025
5.0 out of 5.0
Rating 5.0
She is great. She is well professional, and everything she does. She looks out for the good in her clients..
She is great. She is well professional, and everything she does. She looks out for the good in her clients..
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Rachel H
April 22, 2025
5.0 out of 5.0
Rating 5.0
Great people very friendly and helpful!
Great people very friendly and helpful!
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Nancy J
April 17, 2025
5.0 out of 5.0
Rating 5.0
Joni was super helpful and made the whole process go smoothly. Really appreciated all her help.
Joni was super helpful and made the whole process go smoothly. Really appreciated all her help.
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Teresa F
March 7, 2025
5.0 out of 5.0
Rating 5.0
Informative, personable, easy for me to understand.
Informative, personable, easy for me to understand.
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Tina D
March 7, 2025
5.0 out of 5.0
Rating 5.0
She was very knowledgeable and helpful.
She was very knowledgeable and helpful.
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Read Less
Jose V
March 7, 2025
5.0 out of 5.0
Rating 5.0
She knows her business and was very good.
She knows her business and was very good.
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Displaying reviews 1 - 4 out of the 20 most recent

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FAQs

- a. Medicare is a federal health insurance program for people who are:
  - Age 65 and older.
  - Younger than 65 with certain disabilities.
  - Any age with end-stage renal disease (ESRD), a type of permanent kidney failure requiring dialysis or a kidney transplant.
- b. Medicare offers essential health coverage to help pay for hospital stays, doctor visits, and other healthcare services. Understanding eligibility and your options can help ensure you get the right coverage at the right time.
- c. Bankers Life can help guide you through the process of selecting the best Medicare plan for your needs.

Medicare Supplement insurance (also known as Medigap) is a type of health insurance sold by private companies, like Bankers Life, to help cover the out-of-pocket costs that Original Medicare doesn’t, such as co-payments, coinsurance, and deductibles. While Medicare Part A and Part B cover many health expenses, they don’t cover everything. Medicare Supplement plans can help fill in these gaps, ensuring you have comprehensive coverage and fewer unexpected medical costs as you age. Learn more here.
- a. Medicare Advantage, also known as Medicare Part C, is an alternative way to get Medicare coverage through private insurance companies, rather than directly through the federal government.
- b. You must already be enrolled in Original Medicare (Part A & Part B) to qualify for Medicare Advantage.

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 Daniel

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Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.

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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.

July 18, 2025

What Role Can Alternative Investments Play in a Retirement Portfolio?

If you’re nearing retirement or already retired, feeling uneasy about potential market volatility is understandable. After years of saving and planning, it’s natural to want more stability in your portfolio. One option some retirees explore is adding alternative investmentsâ€”assets beyond tradition...

July 11, 2025

Seniors discussing Medicare enrollment options with advisor.

When to Sign Up for Medicare If You’re Still Working at 65

"Turning 65 is a significant milestone, not just for making another trip around the sun but also for unlocking Medicare eligibility. As the federal health program for more than 68.5 million Americans, Medicare is a vital component of retirement planning.",You must pay a premium: Compare the costs an...

July 3, 2025

7 Smart Tips for Successfully Traveling Solo in 2025

Traveling solo is no longer a niche trend—it’s a growing movement. Whether you’re single, seeking solitude, or simply craving the freedom to explore on your own terms, solo travel offers flexibility and opportunities for personal growth. But if you’re new to it, it can feel intimidating. These seven...

June 25, 2025

Aging man looks thoughtful as he ponders his financial circumstances.

Finding Balance: How Financial Therapy Can Transform Your Money Mindset

Managing money can be a significant source of stress in life. For some, a simple tweak in their budget can bring clarity and stability. For others, financial challenges may stem from more complex issues, such as changes in financial circumstances, unhealthy spending habits, or emotional barriers. Th...

June 18, 2025

Exploring Retirement Income Strategies in Any Economic Climate

Planning your income in retirement isn’t always straightforward, especially when the market feels unpredictable. But no matter the economic environment, having a thoughtful approach can help you feel more prepared.

June 11, 2025

A woman hugs her friend who has Alzheimer's disease.

Caring Through Connection: Helping a Friend with Alzheimer’s

Alzheimer’s disease affects nearly 7 million people in the U.S., and by 2050, it’s expected that number will rise to 13 million. If your friend is among them, it can be incredibly challenging to maintain your bond as the disease progresses. Watching someone you care about struggle with memory loss a...

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Daniel Corey

Daniel CoreyFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Portland, OR

Daniel Corey, Bankers Life Agent and Bankers Life Securities Financial Representative in Portland, OR

Products & Services Offered in Portland, OR

Life Insurance

Medicare Supplement Insurance

Long-term Care Insurance

Annuities

Brokerage Services

Advisory Services

Financial Calculators & Tools

How Long Will My Retirement Savings Last?

Estimate Social Security Benefits

Traditional 401(k) or Roth 401(k)?

Retirement Income Estimator

Forget Me Not Days

Washington Cares Fund

Qualify for an exemption from Washington's new tax

Explore Medicare Advantage

Let's Talk About Your Plans for Long-Term Care!

FAQs

Our Brands and Partners