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David Stein
Financial Representative, Bankers Life Securities, Inc.
Agency Director - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(434) 328-7618(434) 328-7618
David SteinFinancial Representative, Bankers Life Securities, Inc., Charlottesville, VA
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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, FL, ME, MI, NC, NJ, 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
Company Recognitions: 2025 Convention QualifierInsurance Designations: Social Security Certification – The American College, Securities Industry Essentials: SIEFinancial Representative Designations: Limited Securities Representative: Series 6, State Registrations: Series 63, Securities Industry Essentials: SIE
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
Branch Info
1410 Rolkin Ct
Unit 202
Charlottesville, VA 22911
US
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 |
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Products & Services Offered in Charlottesville, VA
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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.
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
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 David Stein
4.9
Rating 4.9
(15 Reviews)- October 30, 20255.0 out of 5.0Rating 5.0Great person. Listens to your needs and concerns, presents your options (pros and cons) and lets you make the decision with no sales push.
- October 21, 20255.0 out of 5.0Rating 5.0My husband and I were extremely comfortable with David and he helped me tremendously with my needs. He has us as new clients for all our needs. He is a great person.
- April 24, 20255.0 out of 5.0Rating 5.0Very friendly and knowledgeable. Great customer service and support!
- January 21, 20255.0 out of 5.0Rating 5.0He has helped us in many ways over the years. Customer focused. Very knowledgable.
- January 2, 20255.0 out of 5.0Rating 5.0Mr. Stein was extremely helpful and explains options plainly. Great customer service rep.
- December 19, 20245.0 out of 5.0Rating 5.0Helped me understand more about my IRA.
- December 17, 20245.0 out of 5.0Rating 5.0In all of my years in dealing with insurance providers, David is absolutely the best ! You can tell he truly cares about his clients and he goes out of his way spending time explaining options and choices available to them. I have recommended him to friends and family and will continue to do that.
- October 22, 20245.0 out of 5.0Rating 5.0Excellent agent. Pleasant personality, manerable take his time showing and explaining what is best for you. Looks out for his clients.
- September 18, 20245.0 out of 5.0Rating 5.0Great asset to your company appreciate all he's doing for my future retirement
- August 16, 20244.0 out of 5.0Rating 4.0Great customer service the check arrived before i even notified you of Sharon's passing
- July 31, 20225.0 out of 5.0Rating 5.0Very professional and knowledgeable! Would highly recommend.
- July 27, 20225.0 out of 5.0Rating 5.0Great products and customer service
- July 25, 20225.0 out of 5.0Rating 5.0David 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.
- March 23, 20225.0 out of 5.0Rating 5.0David is excellent!!!!
- June 16, 20215.0 out of 5.0Rating 5.0I 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.
Displaying reviews 1 - 1 out of the 15 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 David
Making Life Insurance part of your “Life” story
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.
The Living Benefits of Life Insurance
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.
Make a Plan for your Long-term Care
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Benefits of Long-term Care Insurance
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
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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