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Rosa Fernandez

Financial Professional
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(484) 295-7003(484) 295-7003
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Rosa FernandezInsurance Sales Representative, King Of Prussia, PA

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Meet Rosa Fernandez
Personal Business Philosophy
I’m dedicated to helping my clients protect their financial security as they prepare for retirement. I hold myself to the highest level of personal and professional integrity and promise only to recommend insurance product solutions that are in my client’s best interests.
licensed in
PA
professional background
Joined Bankers Life in 2012Began work in the Insurance Industry in 2012Education: Masters Business Degree Millersville University
personal background
Family: Married, mother of 2 girls and 1 boyCommunity Involvement: Fund raising for Alzheimer's Association FMNDs
additional languages
Spanish

Rosa Fernandez, Bankers Life Agent in King Of Prussia, PA

Closed - Opens at 9:00 AM Monday
Contact Me
Office Phone:
(610) 337-9810(610) 337-9810
Direct Phone:
(484) 295-7003(484) 295-7003
Cell Phone:
(717) 569-8253(717) 569-8253
rosa.fernandez@bankerslife.com
Branch Info
1150 1st Ave
Parkview Tower
King Of Prussia, PA 19406
US
Hours
Day of the WeekHours
SundayClosed
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

Products & Services Offered in King Of Prussia, PA

  • Life Insurance

    Find out how life insurance can help protect the financial security of you and your family.
    Explore
  • 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

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.

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 Rosa Fernandez

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(1 Review)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very great she explain everything very well and she very caring and very concern on helping people

Customer Reviews for King Of Prussia, PA

4.9
Rating 4.9full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(296 Reviews)
  • Joanne S
    June 25, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Wonderful to work with her. She is a very trusted resource for my husband and me
    Wonderful to work with her. She is a very trusted resource for my husband and me
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  • Dan & Joyce T
    June 11, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgable and went out of her way to work with our schedules,explained different options which was very helpful. Look forward to working with Mary in the near future.
    Very knowledgable and went out of her way to work with our schedules,explained different options which was very helpful. Look forward to working with Mary in the near future.
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  • Lisa H
    June 10, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service, very informative, answered all my questions.
    Great customer service, very informative, answered all my questions.
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  • Barbara W
    June 5, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Brain Is the best helped me out so much and was never in a hurry to get things done until I completely understood everything
    Brain Is the best helped me out so much and was never in a hurry to get things done until I completely understood everything
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  • Mary C
    June 3, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Clear and concise information was given on how the Medicare works
    Clear and concise information was given on how the Medicare works
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  • Nate L
    June 3, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    This guys the bomb
    This guys the bomb
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  • Brennen S
    June 2, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I wrote the message under brodeys account i would like to appologize
    I wrote the message under brodeys account i would like to appologize
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  • Brodey M
    June 2, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Shane Levey is a very nice,warmhearted, and respectful. He has 2 amazing sons Gabe Levey and James Levey.
    Shane Levey is a very nice,warmhearted, and respectful. He has 2 amazing sons Gabe Levey and James Levey.
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  • Brennen S
    June 2, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    This guy is the bomb. He always helps people and even helps me. He also financial advises the best in the whole wide world.
    This guy is the bomb. He always helps people and even helps me. He also financial advises the best in the whole wide world.
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  • Vickie L
    May 23, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very nice and friendly . Makes you feel like a friend and a very good at her job.
    Very nice and friendly . Makes you feel like a friend and a very good at her job.
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  • Diane S
    May 13, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Our agent was very knowledgeable and personable. She answered every question we asked and in detail. Highly recommend her and this company to anyone looking for life insurance.
    Our agent was very knowledgeable and personable. She answered every question we asked and in detail. Highly recommend her and this company to anyone looking for life insurance.
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  • Beatrice P
    May 7, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jacqueline was professional and knowledgeable about my insurance needs. Very helpful and pleasant to work with. I am going to recommend her to all my friends that need insurance. My husband and I were very impressed with her.
    Jacqueline was professional and knowledgeable about my insurance needs. Very helpful and pleasant to work with. I am going to recommend her to all my friends that need insurance. My husband and I were very impressed with her.
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  • Barbara G
    April 18, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great person to do business with!
    Great person to do business with!
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  • Stephen A
    April 17, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Doing a great job. Very happy with his accessibility and customer service.
    Doing a great job. Very happy with his accessibility and customer service.
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  • Stephen A
    April 16, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very attentive to my needs . Answered all my questions.explained everything in a way I could understand. Very punctual in his one on one visits to my house.
    If I have questions and call him he is very quick to get back to me.
    Overall a very good experience.
    Very attentive to my needs . Answered all my questions.explained everything in a way I could understand. Very punctual in his one on one visits to my house.
    If I have questions and call him he is very quick to get back to me.
    Overall a very good experience.
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  • Donna H
    April 10, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Em K was so nice. she even above and beyond to give me a true understanding of life and medical insurance. She made the experience a good one.
    Em K was so nice. she even above and beyond to give me a true understanding of life and medical insurance. She made the experience a good one.
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  • Lori H
    April 8, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Wonderful Profesional SERVICES Beyond my initial expectations Thank you Jacqueline, Jeffrey S and Mr Franklyn Daniel 👏🏾🙋🏾‍♀️💯
    Wonderful Profesional SERVICES Beyond my initial expectations Thank you Jacqueline, Jeffrey S and Mr Franklyn Daniel 👏🏾🙋🏾‍♀️💯
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    Read Less
  • Denise W
    April 7, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service, good communicator, friendly personality, and caring attitude!
    Great customer service, good communicator, friendly personality, and caring attitude!
    Read More
    Read Less
  • Walter C
    April 3, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very good at what she does she knows her stuff
    Very good at what she does she knows her stuff
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  • Donna H
    April 1, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Easy to talk to and very informative. So glad she is my agent. I look forward to working with her now and in the future. MK also gave me insight on our RX plans. I will be giving her name to anyone that is looking for Insurance. Thank you MK for everything. See you soon!
    Easy to talk to and very informative. So glad she is my agent. I look forward to working with her now and in the future. MK also gave me insight on our RX plans. I will be giving her name to anyone that is looking for Insurance. Thank you MK for everything. See you soon!
    Read More
    Read Less
Displaying reviews 1 - 4 out of the 20 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 Rosa
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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 and benefits of your employer plan versus Medicare to determine which makes the most sense for you.,"You contribute to a Health Savings Account (HSA): Once enrolled in any part of Medicare, you can no longer contribute to an HSA.","If your employer has 20 or more employees, you can delay Part B without a penalty and use your employer’s coverage as your primary. Most people enroll in premium-free Part A but skip Part B to circumvent paying the premium.","If your employer has fewer than 20 employees, consider signing up for Medicare Parts A and B, making your employer’s coverage secondary. Failure to enroll on time may result in gaps in coverage and penalties.",Medicare Part D (Prescription) can be delayed without penalty if your employer provides creditable coverage.,"Medicare Part C (Medicare Advantage) is an all-in-one alternative to original Medicare. Part C offers the benefits of Parts A and B, along with additional services, including prescription, dental, vision, and hearing care. Using Part C with an employer’s plan can lead to overlaps or conflicts of coverage.","Medicare Supplement, also known as Medigap, helps cover deductibles, coinsurance, and other out-of-pocket expenses. However, Medigap only works with Medicare Parts A and B, not your employer’s coverage. In other words, you can’t use Medigap if Medicare isn’t your primary insurance. Learn more about Medicare Supplement Insurance.","The Qualified Medicare Beneficiary program helps cover Part A and Part B premiums, deductibles, coinsurance, and copayments.",The Specified Low-Income Medicare Beneficiary program helps pay for Part B premiums. You must have Part A and Part B to qualify for this program.,Qualifying Individual programs help pay for Part B premiums.,The Qualified Disabled and Working Individual program helps pay for Part A premiums only for specific individuals with disabilities.,"The Extra Help (Low-Income Subsidy) program helps reduce Part D premiums, deductibles, and copays and may eliminate late-enrollment penalties.",Part B Penalty: A 10% increase for every 12 months you delay.,Part D Penalty: A 1% increase for each month you go without creditable drug coverage.,Online at ssa.gov/medicare.,By phone at 1-800-772-1213.,In person at your local Social Security office.,Initial Enrollment Period: Three months before and after your 65th birthday month.,Special Enrollment Period: If you’re coming off employer coverage.,General Enrollment Period: January 1–March 31 each year. Coverage starts July 1. Late penalties may apply if you delay enrollment without creditable coverage.
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