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Matthew Sunderland
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.®
Agency Director - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(865) 333-7017(865) 333-7017
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Meet Matthew Sunderland
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
KY, PA, TN
professional background
Joined Bankers Life in 2022Became a Financial Representative in 2024Began work in the Insurance Industry in 2022Education: Western Kentucky University B.S. in International Business
designations received
Company Recognitions: 2 Time Convention QualifierInsurance Designations: Social Security Certification – The American College
personal background
Family: My wife, Audrey.Community Involvement: I enjoy leading worship and serving at church, playing golf, and am a motorsports enthusiast.
additional languages
Spanish
Matthew Sunderland, Bankers Life Agent and Bankers Life Securities Financial Representative in Knoxville, TN
8:30 AM - 4:00 AM 8:30 AM - 4:00 AM 8:30 AM - 4:00 AM 8:30 AM - 4:00 AM 8:30 AM - 4:00 AMClosed Today Closed Today
Contact Me
Office Phone:
(865) 690-3045(865) 690-3045
Direct Phone:
(865) 333-7017(865) 333-7017
Cell Phone:
(502) 558-6879(502) 558-6879
Branch Info
308 N Peters Rd
Ste 120
Knoxville, TN 37922
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | 8:30 AM - 4:00 AM |
| Tuesday | 8:30 AM - 4:00 AM |
| Wednesday | 8:30 AM - 4:00 AM |
| Thursday | 8:30 AM - 4:00 AM |
| Friday | 8:30 AM - 4:00 AM |
| Saturday | Closed |
| Sunday | Closed |
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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 Knoxville, TN
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 Matthew Sunderland
5.0
Rating 5.0
(6 Reviews)- September 25, 20255.0 out of 5.0Rating 5.0Matthew and his colleague Trent were wonderful to work with. Matt was very knowledgeable and his presentation was very through and he was able to answer all of our questions and help direct us to the services that would be best for our specific situation and circumstances. Very professional and very personable! We loved having them both in our home and appreciated their customer service mind set! We never felt like we were getting “sold” on anything. We felt they cared about us😊
- August 21, 20255.0 out of 5.0Rating 5.0Great experience with Matt and was very knowledgeable with your services.
Very explanatory. - January 2, 20255.0 out of 5.0Rating 5.0Excellent agent, has a very good command of facts and figures. Sticks with tasks until complete. I would and have recommended my friend Matt to all my family members.
- October 23, 20245.0 out of 5.0Rating 5.0Matt is one of a kind. He never rushes me. He explains everything in detail. He searches for the plan that is best for you. He checks each prescription to make sure you are getting the best price. Matt has really taken care of me and I trust him.
- March 12, 20245.0 out of 5.0Rating 5.0Matthew was a delight to work with and very devoted to helping me find the coverage needed.
- August 30, 20235.0 out of 5.0Rating 5.0Excellent and answered all my questions
Displaying reviews 1 - 1 out of the 6 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 Matthew
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 (502) 558-6879 or fill out the form. I’ll be in touch soon.
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