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Steve Bartels

Unit Sales Manager - Insurance Sales Representative, Bankers Life and Casualty Company
Financial Representative, Bankers Life Securities, Inc.
Direct Phone:
(469) 904-6803(469) 904-6803
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Steve BartelsFinancial Representative, Bankers Life Securities, Inc., McKinney, TX

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Meet Steve Bartels
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
AR, FL, LA, OK, TX
professional background
Joined Bankers Life in 2007Became a Financial Representative in 2012Began work in the Insurance Industry in 2007Education: Amberton University, B.S.
designations received
Company Recognitions: President's Honor Circle Elite, President's Honor Circle Lifetime, Million Dollar Round TableInsurance Designations: Certified Long Term CareFinancial Representative Designations: Series 6, Series 63
personal background
Family: Married, Proud father of five children, six step children and grandfather of four.Community Involvement: Chase Oaks Church

Steve Bartels, Bankers Life Agent and Bankers Life Securities Financial Representative in McKinney, TX

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:
(214) 491-4171(214) 491-4171
Direct Phone:
(469) 904-6803(469) 904-6803
Cell Phone:
(214) 783-2918(214) 783-2918
steve.bartels@bankerslife.com
Branch Info
4500 W Eldorado Pkwy
Ste 2700
McKinney, TX 75070
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 McKinney, TX

  • 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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Insights From Steve
Featured Videos
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Featured Videos
Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!
Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!
Featured Videos
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.

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