David Stein

Financial Representative, Bankers Life Securities, Inc.

Field Director - Insurance Sales Representative - Bankers Life and Casualty Company

Direct Phone:

(434) 328-7618(434) 328-7618

4.8

(8 Reviews)Leave a Review

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Meet David Our Brands and Partners Explore Medicare Advantage Our Products & Services Reviews FAQs Insights

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Meet David Our Brands and Partners Explore Medicare Advantage Our Products & Services Reviews FAQs Insights

Meet David Stein

Personal Business Philosophy

Building strong relationships by assisting clients in achieving financial goals while educating and providing solutions for retirement.

licensed in

CA, ME, MI, SC, VA

professional background

Joined Bankers Life in 2019Became a Financial Representative in 2022Began work in the Insurance Industry in 2019Education: Bachelor's Degree in History at Virginia Commonwealth University

designations received

Insurance Designations: Social Security CertifiedFinancial Representative Designations: Series 6, Series 63

personal background

Family: Married to my wonderful wife, Amanda, with a fur baby familyCommunity Involvement: Member of the following organizations - CVSA (Central VA Soccer Association), Habitat for Humanity, Jobs for Life, and a sponsor for Ring Dog Rescue

David Stein, Bankers Life Agent and Bankers Life Securities Financial Representative in Charlottesville, VA

8:00 AM - 6:00 PM 8:00 AM - 6:00 PM 8:00 AM - 6:00 PM 8:00 AM - 6:00 PM 8:00 AM - 6:00 PMClosed Today Closed Today

Contact Me

Office Phone:

(434) 328-7620(434) 328-7620

Direct Phone:

(434) 328-7618(434) 328-7618

Cell Phone:

(804) 912-9799(804) 912-9799

david.stein@bankerslife.com

Branch Info

1410 Rolkin Ct

Unit 202

Charlottesville

VA 22911

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Hours

Day of the Week	Hours
Monday	8:00 AM - 6:00 PM
Tuesday	8:00 AM - 6:00 PM
Wednesday	8:00 AM - 6:00 PM
Thursday	8:00 AM - 6:00 PM
Friday	8:00 AM - 6:00 PM
Saturday	Closed
Sunday	Closed

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.

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.

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Products & Services Offered in Charlottesville, VA

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 David Stein

4.8

(8 Reviews)

Dolores P
October 22, 2024
5.0 out of 5.0
Rating 5.0
Excellent agent. Pleasant personality, manerable take his time showing and explaining what is best for you. Looks out for his clients.
Dillard M
September 18, 2024
5.0 out of 5.0
Rating 5.0
Great asset to your company appreciate all he's doing for my future retirement
Steven R
August 16, 2024
4.0 out of 5.0
Rating 4.0
Great customer service the check arrived before i even notified you of Sharon's passing
Paige S.
July 31, 2022
5.0 out of 5.0
Rating 5.0
Very professional and knowledgeable! Would highly recommend.
Edward H.
July 27, 2022
5.0 out of 5.0
Rating 5.0
Great products and customer service
William G.
July 25, 2022
5.0 out of 5.0
Rating 5.0
David has been a tremendous help to my husband and I. We have not had any contact with an agent in several years. He spent a lot of time making sure that all our accounts were in great shape.
Peggy B.
March 23, 2022
5.0 out of 5.0
Rating 5.0
David is excellent!!!!
Maria S.
June 16, 2021
5.0 out of 5.0
Rating 5.0
I am so pleased with young David Stein my insurance agent those other phone telemarketing can’t get me to listen what they have to say. If any questions about what I might need as far as coverage Medical or Life insurance information David is only a phone call away. Thank you David and may you stay safe when making your home visits.

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FAQs

Long-term care is the type of assistance people need when they can no longer perform some or all basic activities of daily living (ADLs) which can include eating, bathing, continence, dressing, toileting and transferring (that is, moving in or out of a bed, chair or wheelchair). Long-term care needs typically arise as part of the normal aging process, but they also can be due to an injury or illness, such as multiple sclerosis, stroke or rheumatoid arthritis, or due to a cognitive impairment like Alzheimer’s disease. Medicare may not cover many of these costs associated with aging.

Insights From David

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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...

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

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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.

View this video on YouTube

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Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!

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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...

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.