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Deepali Shah
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Agency Director - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(281) 975-4516(281) 975-4516
Deepali ShahFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Spring, TX
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Meet Deepali Shah
Personal Business Philosophy
Offering solutions that help to meet the needs of clients today and for retirement. Building personal relationships by listening to better understand your retirement goals.
licensed in
AR, CO, FL, LA, MO, PA, TX
professional background
Joined Bankers Life in 2012Became a Financial Representative in 2018Began work in the Insurance Industry in 2012Education: University of Texas, Bachelor's degree; University of Houston, Master's degree
designations received
Company Recognitions: Life Certification ProgramInsurance Designations: Certified Long Term Care
personal background
Family: I am married and have two boysCommunity Involvement: Interfaith of the Woodlands, Montgomery County Food Bank
additional languages
Hindi
Deepali Shah, Bankers Life Agent and Bankers Life Securities Financial Representative in Spring, TX
Open Now - Closes at 5:00 PM
Contact Me
Office Phone:
(281) 876-0532(281) 876-0532
Direct Phone:
(281) 975-4516(281) 975-4516
Cell Phone:
(713) 430-6287(713) 430-6287
Branch Info
24624 Interstate 45
Ste 100
Spring, TX 77386
US
Hours
| Day of the Week | Hours |
|---|---|
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
| Monday | 9:00 AM - 5:00 PM |
| Tuesday | 9:00 AM - 5:00 PM |
Request An Appointment
Awarded as a 2025 Top Women Financial Advisor at Bankers Life
Recognized for excellence in retirement and financial planning solutions that help clients reach their goals.
- Retirement income
- Healthcare expenses
- Investment strategies
- Legacy giving
*The Top Women Financial Advisors program is a Bankers Life internal incentive awarded to top performing women financial advisors based certain defined criteria.
Products & Services Offered in Spring, 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
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.
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 Deepali Shah
5.0
Rating 5.0
(15 Reviews)- October 7, 20255.0 out of 5.0Rating 5.0Great job!!
Ms. Deepali Shah
Very knowledgeable and professional.
Love her honesty and trustworthy.
Thank you for a great experience.
Displaying reviews 1 - 1 out of the 15 most recent
Customer Reviews for Spring, TX
4.8
Rating 4.8
(30 Reviews)- October 7, 20255.0 out of 5.0Rating 5.0Great job!!
Ms. Deepali Shah
Very knowledgeable and professional.
Love her honesty and trustworthy.
Thank you for a great experience. - September 17, 20255.0 out of 5.0Rating 5.0She did such a great job explaining everything in an easy to understand way!
I highly recommend to anyone needing services!
5 ⭐️⭐️⭐️⭐️⭐️ - September 16, 20255.0 out of 5.0Rating 5.0Took the time to come and visit at our convenient time. Great friendly explanation.
- September 9, 20255.0 out of 5.0Rating 5.0Very knowledgable and helpful.
- June 24, 20255.0 out of 5.0Rating 5.0Deepali was very sweet and knowledgeable. She answered every question with grace and poise. I would recommend her services a thousand times over
- March 18, 20255.0 out of 5.0Rating 5.0Excellent knowledge and communication. I changed from another 3rd party broker to go with Bankers Life. I feel Bankers Life will be a better suit for my needs
- January 26, 20255.0 out of 5.0Rating 5.0Very thorough and professional. Excellent communication and service!
- January 22, 20255.0 out of 5.0Rating 5.0Mrs. Shah went over each step and made sure I understood everything before she would move to the next step. Very professional, knowledgeable and I couldn't had asked for a better agent to get me signed up for Medicare and the advantage plan.
- January 2, 20255.0 out of 5.0Rating 5.0Excellent customer service.
- November 12, 20245.0 out of 5.0Rating 5.0Great personality
- October 23, 20245.0 out of 5.0Rating 5.0I am Completely satisfied with the Service I receive From Deepali.
She works around our Schedule and spends the time needed to describe the Process on how to Achieve our goal.
Deepali is Friendly and easy to talk with about our financial affairs. - October 8, 20245.0 out of 5.0Rating 5.0Fantastic customer service and agent knowledge!
- October 1, 20245.0 out of 5.0Rating 5.0Deepali explained all of our options and we would recommend her to our friends.
- September 19, 20245.0 out of 5.0Rating 5.0Michael & James were very professional & I really appreciated that they took the time to LISTEN to my concerns. They answered all my questions & made sure I understood all details of my policy.
- September 12, 20245.0 out of 5.0Rating 5.0Excellent representative and meeting. Very personable and likeable. Looking forward to discussing some other insurance needs.
- July 9, 20245.0 out of 5.0Rating 5.0Excellent service!
- June 15, 20245.0 out of 5.0Rating 5.0friendly and professional service
- May 6, 20245.0 out of 5.0Rating 5.0Sarah and her supervisor, of them are excellent insurance brokers.
Both of these insurance agents were kind, cordial, helpful, competent, efficient patient & respectful. They explained everything professionally. I am very glad to have opened my life insurance policy with Sarah.
I look forward to seeing them again & speaking with them.
Sarah, pls. give me a call at 347-372-5517.
Mail everything: 13039 Echo Landing Dr., Houston,Texas 77070
as noted on the application. I misplaced your direct ph# - February 8, 20242.0 out of 5.0Rating 2.0BankersLife took money out of my account when they were not supposed to. Only took three days to take two payments. Took a month to get one payment back and still have not gotten second back yet. Been over a month.Response fromFebruary 23, 2024Hi Ronnie, thank you for reaching out. We hope our recent communication has improved your experience, but please don’t hesitate to email us at BLReviews@bankerslife.com should you need further assistance. Thanks!
- December 20, 20233.0 out of 5.0Rating 3.0Your agent Tracy Erwin is very professional and through but there was a computer glitch and $104.06 was taken out of my checking account and the same for my husband's $201.74 we need this money back in our account please TY Hollis and Judy Watson 12/20/23Response fromJanuary 2, 2024Hello Judy, thank you for reaching out. We hope our recent communication has improved your experience, but please don’t hesitate to email us at BLReviews@bankerslife.com should you need further assistance. Thanks!
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.
Insights From Deepali
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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...
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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
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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