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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
4.9
Rating 4.9full star ratingfull star ratingfull star ratingfull star ratingfull star rating
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David SteinFinancial Representative, Bankers Life Securities, Inc., Charlottesville, VA

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Meet DavidOur Products & ServicesCalculators & ToolsExplore Medicare AdvantageReviewsFAQsOur Brands and PartnersInsights
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Meet DavidOur Products & ServicesCalculators & ToolsExplore Medicare AdvantageReviewsFAQsOur Brands and PartnersInsights
I want to learn about...
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, 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 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

Closed - Opens at 8:00 AM Monday
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
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Hours
Day of the WeekHours
SundayClosed
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
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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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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.

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 23rd anniversary of the campaign. Since 2003, we’ve helped raise more than $7.8 million for the Alzheimer’s Association through the Forget Me Not Days campaign and corporate donations.

Learn More

Explore Medicare Advantage

You have many choices when it comes to Medicare – Let us 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.


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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?

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Reviews

Reviews for David Stein

4.9
Rating 4.9full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(13 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very friendly and knowledgeable. Great customer service and support!
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Customer Reviews for Charlottesville, VA

5
Rating 4.9full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(22 Reviews)
  • Kim K
    June 12, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Karen is amazing! Super knowledgeable and attentive!
    Karen is amazing! Super knowledgeable and attentive!
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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.

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Insights From David
Featured Videos
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
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
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.
July 18, 2025
A senior couple riding bikes.
What Role Can Alternative Investments Play in a Retirement Portfolio?
If you’re nearing retirement or already retired, feeling uneasy about potential market volatility is understandable. After years of saving and planning, it’s natural to want more stability in your portfolio. One option some retirees explore is adding alternative investments—assets beyond tradition...
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July 11, 2025
Seniors discussing Medicare enrollment options with advisor.
When to Sign Up for Medicare If You’re Still Working at 65
"Turning 65 is a significant milestone, not just for making another trip around the sun but also for unlocking Medicare eligibility. As the federal health program for more than 68.5 million Americans, Medicare is a vital component of retirement planning.",You must pay a premium: Compare the costs an...
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7 Smart Tips for Successfully Traveling Solo in 2025
Traveling solo is no longer a niche trend—it’s a growing movement. Whether you’re single, seeking solitude, or simply craving the freedom to explore on your own terms, solo travel offers flexibility and opportunities for personal growth. But if you’re new to it, it can feel intimidating. These seven...
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June 25, 2025
Aging man looks thoughtful as he ponders his financial circumstances.
Finding Balance: How Financial Therapy Can Transform Your Money Mindset
Managing money can be a significant source of stress in life. For some, a simple tweak in their budget can bring clarity and stability. For others, financial challenges may stem from more complex issues, such as changes in financial circumstances, unhealthy spending habits, or emotional barriers. Th...
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Exploring Retirement Income Strategies in Any Economic Climate
Planning your income in retirement isn’t always straightforward, especially when the market feels unpredictable. But no matter the economic environment, having a thoughtful approach can help you feel more prepared.
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A woman hugs her friend who has Alzheimer's disease.
Caring Through Connection: Helping a Friend with Alzheimer’s
Alzheimer’s disease affects nearly 7 million people in the U.S., and by 2050, it’s expected that number will rise to 13 million. If your friend is among them, it can be incredibly challenging to maintain your bond as the disease progresses. Watching someone you care about struggle with memory loss a...
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