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David Stein

Unit Supervisor - Insurance Sales Representative, Bankers Life and Casualty Company
Financial Representative, Bankers Life Securities, Inc.
Direct Phone:
(434) 328-7618(434) 328-7618
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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, MT, 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
US
Hours
Day of the WeekHours
Monday8:00 AM - 6:00 PM
Tuesday8:00 AM - 6:00 PM
Wednesday8:00 AM - 6:00 PM
Thursday8:00 AM - 6:00 PM
Friday8:00 AM - 6:00 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.

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  • 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 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

5.0
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(5 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very professional and knowledgeable! Would highly recommend.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great products and customer service
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    David is excellent!!!!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    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.
Displaying reviews 1 - 1 out of the 5 most recent

FAQs

Insights From David
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.
Featured Videos
Bankers Life and Casualty Company clients Rick and Jan Tshudy of Palmyra, Pennsylvania share their story about choosing critical illness insurance.
Bankers Life and Casualty Company clients Rick and Jan Tshudy of Palmyra, Pennsylvania share their story about choosing critical illness insurance.

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?

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