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Mathias Balm

Unit Field Trainer - Insurance Sales Representative, Bankers Life and Casualty Company
Financial Representative, Bankers Life Securities, Inc.
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Mathias BalmFinancial Representative, Bankers Life Securities, Inc., Webster, TX

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Meet Mathias Balm
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
CA, TN, TX
professional background
Joined Bankers Life in 2018Became a Financial Representative in 2021Began work in the Insurance Industry in 2018Education: Bachelor in Science of Communication Amsterdam, 2007
designations received
Company Recognitions: Medicare Supplement Agent of the Year (2019); Medicare Supplement Agent of the Year (2021)Financial Representative Designations: Series 6, Series 63
personal background
Family: Married with one son.Community Involvement: BNI Houston East
additional languages
Dutch, German, French

Mathias Balm, Bankers Life Agent and Bankers Life Securities Financial Representative in Webster, 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:
(281) 333-9793(281) 333-9793
Cell Phone:
(832) 977-1533(832) 977-1533
mathias.balm@bankerslife.com
Branch Info
711 W Bay Area Blvd
Ste 300
Webster, TX 77598
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 Webster, 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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Reviews

Reviews for Mathias Balm

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(15 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Mathias, is so helpful. He knows Medicare, he knows his insurance.
    I am new to Medicare and from the beginning Mathias advised me if I ever need to call him do so that’s what I’m here for. Not to just sign you up and never hear from me; I’m always here for you.
    And he has lived up to his word.
    Mathias knows how to treat individuals and he really knows Medicare and Bankers Rate insurance.
    Thank you, Mathias 😊
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Mathias takes the time to explain all steps in each policy where I can make the best decision for my financial security. He walks me through all of it. Very nice the way he listens and addresses every concern.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Mathias was excellent at explaining our options for life insurance. So glad to have a live agent come to our home. He stay in contact with us when things change. Very personable. He's very knowledgeable and answer questions that we had. I would highly recommend him for life insurance as well as medicare and financial. A lot of agents could learn from him.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Always willing to meet with me to answer questions. Great customer service! Mathias is more than an Agent, he's more like a friend who has my best interest in mind.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable. Was able to clear the clouds of confusion. Excellent customer service, made me feel like a friend.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Mathias’s presentation made it very easy to understand a complicated issue and cleared up so many questions I had. Very pleasant and easy person to work with. I appreciate how easy he made this for me.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very conscientious, excellent , very helpful, friendly and informative. So glad our friend referred us to Mathias!!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    He was very pleasant. Answered all questions. He was also very professional.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Our experience with Mathias Balm has always a great experience. He is very attentive to our needs and always gives us great advise. If he doesn't know the answer he finds out for us! He is very respectful and always a joy when he comes to our home. It's good to know we don't have to worry about what we are getting cause Mathias explains everything so we have the right choices.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Mathias was wonderful to work with. He was knowledgeable , answered all our questions, maybe us feel very comfortable.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very polite,very professional, very prompt,nice guy
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Gives great service and very informative on questions asked
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent customer service
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Mathias is very helpful & personable.
Displaying reviews 1 - 1 out of the 15 most recent

FAQs

Insights From Mathias
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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