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Karen Dale

Financial Professional
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(469) 904-6776(469) 904-6776
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Karen DaleInsurance Sales Representative, Richardson, TX

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Meet Karen Dale
Personal Business Philosophy
My goal is to offer solutions that meet your needs today and for the life of your retirement. I believe in building a personal relationship with you as my client, so I can better understand your retirement goals and help you get there with confidence and peace of mind.
licensed in
TX

Karen Dale, Bankers Life Agent in Richardson, TX

Closed - Opens at 9:00 AM Thursday
Contact Me
Office Phone:
(972) 644-0580(972) 644-0580
Direct Phone:
(469) 904-6776(469) 904-6776
Cell Phone:
(214) 912-4299(214) 912-4299
karen.dale@bankerslife.com
Branch Info
501 W President Geo Bush Hwy
Ste 100
Richardson, TX 75080
US
Hours
Day of the WeekHours
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM

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 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 – 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 Richardson, TX

  • 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.
Reviews

Customer Reviews for Richardson, TX

4.9
Rating 4.8full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(73 Reviews)
  • Stephen A
    March 11, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    She was great to talk to and she got done what I needed. I think her very much.
    She was great to talk to and she got done what I needed. I think her very much.
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  • James D
    February 11, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very helpful and responsive
    Very helpful and responsive
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  • Paula R
    February 5, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    He was very professional,helpful and knowledgeable. He answered all my questions and was patient and show real care and concern.
    He was very professional,helpful and knowledgeable. He answered all my questions and was patient and show real care and concern.
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  • Kelli B
    January 22, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great person to work with its!!
    Great person to work with its!!
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  • David A
    December 18, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Keith listened to our needs and did not waste anytime in getting the perfect package together for us.
    Keith listened to our needs and did not waste anytime in getting the perfect package together for us.
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  • Richard D
    December 17, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Stephen has been a pleasure to work with.
    Stephen has been a pleasure to work with.
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  • Jeffrey C
    November 28, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Explained things in good detail. Highly informative.
    Explained things in good detail. Highly informative.
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  • Mary C
    October 22, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Exceptional customer service
    Exceptional customer service
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  • Gwendolyn A
    October 22, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I have been Yalonda’s customer for almost a year. She has provided excellent customer service during my time with Bankers Life. She is attentive, and knowledgeable of the Medicare and insurance products. She will research and provide information on a subject matter. She calls to check in to see how things are going. Yalonda makes you feel like you matters, and not that she’s trying to meet a quota or it’s about money. She’s easy to talk to because she hears me. She’s an asset to Bankers Life!
    I have been Yalonda’s customer for almost a year. She has provided excellent customer service during my time with Bankers Life. She is attentive, and knowledgeable of the Medicare and insurance products. She will research and provide information on a subject matter. She calls to check in to see how things are going. Yalonda makes you feel like you matters, and not that she’s trying to meet a quota or it’s about money. She’s easy to talk to because she hears me. She’s an asset to Bankers Life!
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  • Charles M
    October 22, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Emily was very knowledgable of the products and the law. She was able to get everything handled quickly and efficently. 5 Stars to Emily.
    Emily was very knowledgable of the products and the law. She was able to get everything handled quickly and efficently. 5 Stars to Emily.
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  • Sandra R
    October 17, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating

    Great customer service, very knowledgeable, compassionate, and concerned about my needs.

    Great customer service, very knowledgeable, compassionate, and concerned about my needs.
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  • George K
    September 3, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Always responsive to my calls.
    Always responsive to my calls.
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  • Emily H
    July 4, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great experience and products to make sure I feel secure and prepared for the future.
    Great experience and products to make sure I feel secure and prepared for the future.
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  • Stephen B
    June 20, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Keith is a rock star…!!!
    Keith is a rock star…!!!
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  • Patricia N
    November 1, 2023
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Tom was wonderful! He explained everything so well! I enjoyed having him in my home.
    Tom was wonderful! He explained everything so well! I enjoyed having him in my home.
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  • Laura C
    November 1, 2023
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Prompt, we’ll-prepared, honest. Thank you, Tom! Peace of mind ✅
    Prompt, we’ll-prepared, honest. Thank you, Tom! Peace of mind ✅
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  • Marisue P
    September 20, 2023
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    He was friendly, knowledgeable and professional. Knew what his product was and explained it thoroughly.
    He was friendly, knowledgeable and professional. Knew what his product was and explained it thoroughly.
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  • MeganTestB H
    August 7, 2023
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    MH Test
    MH Test
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  • Marlon B
    April 6, 2023
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Fabulous Customer Service given and Very Explainatory so the Policy could be understood
    Fabulous Customer Service given and Very Explainatory so the Policy could be understood
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  • Maria S.
    March 25, 2023
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Customer service was very good. Tamara was very thorough and knowledgeable.
    Customer service was very good. Tamara was very thorough and knowledgeable.
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Displaying reviews 1 - 4 out of the 20 most recent

FAQs

Insights From Karen
Featured Videos
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve. Someone may need long...
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve. Someone may need long-term care if they can no longer perform activities of daily living on their own (such as eating, bathing, dressing, or taking medications). These assisted care needs usually arise as part of the normal aging process, but can also occur as a result of injury, illness, or cognitive impairment. Long-term care can be costly and Medicare may not cover many of the expenses. Long-term care insurance pays benefits for assisted care services received at a facility or at home
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve. Someone may need long-term care if they can no longer perform activities of daily living on their own (such as eating, bathing, dressing, or taking medications). These assisted care needs usually arise as part of the normal aging process, but can also occur as a result of injury, illness, or cognitive impairment. Long-term care can be costly and Medicare may not cover many of the expenses. Long-term care insurance pays benefits for assisted care services received at a facility or at home
Featured Videos
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.
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!

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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?

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