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Jake Mallet
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Field Director - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(512) 256-2028(512) 256-2028
Jake MalletFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Austin, TX
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Meet Jake Mallet
Personal Business Philosophy
Engaging with clients to help organize and build on their financial goals as they plan and near retirement. Being a trusted partner and advocate through focusing on client needs and their priorities.
licensed in
IL, TX
professional background
Joined Bankers Life in 2020Began work in the Insurance Industry in 2020Education: Marketing Degree from Northern Illinois University. Series 7, Series 65, Series 63, Securities Industry Essentials
designations received
Company Recognitions: Emerging Leaders Program Participant and Graduate, Three time Convention QualifierInsurance Designations: Social Security Certification – The American CollegeFinancial Representative Designations: Series 7, Series 65, Series 63, SIE
Jake Mallet, Bankers Life Agent and Bankers Life Securities Financial Representative in Austin, TX
8:00 AM - 7:00 PM 8:00 AM - 7:00 PM 8:00 AM - 7:00 PM 8:00 AM - 7:00 PM 8:00 AM - 7:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(512) 256-2025(512) 256-2025
Direct Phone:
(512) 256-2028(512) 256-2028
Cell Phone:
(708) 307-3928(708) 307-3928
Branch Info
5508 Highway 290 West
Ste 110
Austin, TX 78735
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | 8:00 AM - 7:00 PM |
| Tuesday | 8:00 AM - 7:00 PM |
| Wednesday | 8:00 AM - 7:00 PM |
| Thursday | 8:00 AM - 7:00 PM |
| Friday | 8:00 AM - 7:00 PM |
| Saturday | Closed |
| Sunday | Closed |
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Products & Services Offered in Austin, TX
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ExploreLife Insurance
Find out how life insurance can help protect the financial security of you and your family.![]()
ExploreMedicare 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.![]()
ExploreBrokerage 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.![]()
ExploreAdvisory Services
As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
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
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 Jake Mallet
5.0
Rating 5.0
(4 Reviews)- April 1, 20255.0 out of 5.0Rating 5.0Jake and Joe were very knowledgeable and friendly.
- January 9, 20255.0 out of 5.0Rating 5.0Very knowledgeable and friendly! Made Medicare SO easy to understand for my spouse and I. Has been helping us for years, always reliable. Met him helping my parents with their long term care policy and financial services. Love working with Jake! Would recommend to anyone!
- December 13, 20245.0 out of 5.0Rating 5.0Jake made by Medicare life choices so much easier. Very pleasant young man. Looking forward to working with him.
- September 24, 20245.0 out of 5.0Rating 5.0Jake has been helpful and efficient. I would recommend him highly.
Displaying reviews 1 - 1 out of the 4 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.
Insights From Jake
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.
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