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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
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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, 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 Friday
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
Thursday8:00 AM - 6:00 PM
Friday8:00 AM - 6:00 PM
SaturdayClosed
SundayClosed
Monday8:00 AM - 6:00 PM
Tuesday8:00 AM - 6:00 PM
Wednesday8:00 AM - 6:00 PM

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.

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.


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 4.9full 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!
Displaying reviews 1 - 1 out of the 13 most recent

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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  • Trish S
    May 29, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Lacorie is very professional, knowledgeable, polite and very detail oriented and a pleasure doing business with. A great asset to your team at Bankers Life. Good doing business with you. Thanks
    Lacorie is very professional, knowledgeable, polite and very detail oriented and a pleasure doing business with. A great asset to your team at Bankers Life. Good doing business with you. Thanks
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  • Timothy H
    May 29, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    My agent is amazing ,he explained everything in depth and offered extra services that really benefit my well being ,not just cause he wanted a sale but because he cares.
    My agent is amazing ,he explained everything in depth and offered extra services that really benefit my well being ,not just cause he wanted a sale but because he cares.
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  • Crystal W
    May 29, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Lacorie Steppe , my agent, is the best in his field . He keeps in the know , always gives me the best options to choose from , very professional and detailed. I'm very comfortable knowing that my family will taking care of with no problems.
    Lacorie Steppe , my agent, is the best in his field . He keeps in the know , always gives me the best options to choose from , very professional and detailed. I'm very comfortable knowing that my family will taking care of with no problems.
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  • Jessica M
    May 29, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Corie is amazing! Really knows his stuff. If you’re looking to get your life affairs in order, he’s the guy!
    Corie is amazing! Really knows his stuff. If you’re looking to get your life affairs in order, he’s the guy!
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  • Judy W
    April 29, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Professional agent
    Professional agent
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  • Lynn M
    April 24, 2025
    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!
    Very friendly and knowledgeable. Great customer service and support!
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  • Charisse H
    March 5, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Karen is awesome!!!! We really enjoyed her!! She explains everything and answers all of our questions. She is a great person all around.
    Karen is awesome!!!! We really enjoyed her!! She explains everything and answers all of our questions. She is a great person all around.
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  • Darlene K
    January 30, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Karen is like a breath of fresh air in comparison to other insurance agents we've dealt with. Very responsive to our needs and very personable.
    Karen is like a breath of fresh air in comparison to other insurance agents we've dealt with. Very responsive to our needs and very personable.
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  • Diane S
    January 21, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    He has helped us in many ways over the years. Customer focused. Very knowledgable.
    He has helped us in many ways over the years. Customer focused. Very knowledgable.
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  • Dirrick S
    January 2, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Mr. Stein was extremely helpful and explains options plainly. Great customer service rep.
    Mr. Stein was extremely helpful and explains options plainly. Great customer service rep.
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  • Brenda H
    December 20, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Helped me understand more about my IRA.
    Helped me understand more about my IRA.
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  • John S
    December 17, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    In 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.
    In 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.
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  • Dolores P
    October 22, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent agent. Pleasant personality, manerable take his time showing and explaining what is best for you. Looks out for his clients.
    Excellent agent. Pleasant personality, manerable take his time showing and explaining what is best for you. Looks out for his clients.
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  • Dillard M
    September 19, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great asset to your company appreciate all he's doing for my future retirement
    Great asset to your company appreciate all he's doing for my future retirement
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  • Steven R
    August 16, 2024
    4.0 out of 5.0
    Rating 4.0full star ratingfull star ratingfull star ratingfull star rating
    Great customer service the check arrived before i even notified you of Sharon's passing
    Great customer service the check arrived before i even notified you of Sharon's passing
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  • Paige S.
    July 31, 2022
    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.
    Very professional and knowledgeable! Would highly recommend.
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  • Edward H.
    July 27, 2022
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great products and customer service
    Great products and customer service
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  • William G.
    July 26, 2022
    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.
    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.
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  • Peggy B.
    March 23, 2022
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    David is excellent!!!!
    David is excellent!!!!
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Displaying reviews 1 - 4 out of the 20 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.

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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.
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 tips will help you travel smarter, safer, and more confidently in 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. These difficulties can also impact relationships with partners and hinder progress toward achieving financial wellness. Moreover, our cultural background, religious beliefs, and gender identity often shape how we perceive and interact with money.
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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.
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 and cognitive decline is difficult, but there are ways to stay connected and provide meaningful support.
A mother and daughter baking in kitchen.
Should You Reevaluate Your 2025 Investment Strategy?
It’s common for investors, especially those in or near retirement, to pause and consider whether their financial approach still aligns with their goals. If the market feels shaky, then it becomes even more important to do so. Reviewing your 2025 investment strategy doesn’t always mean making major changes, but it may help you feel more informed and confident about your situation and next steps.
A mother and daughter baking in kitchen.
Should You Reevaluate Your 2025 Investment Strategy?
It’s common for investors, especially those in or near retirement, to pause and consider whether their financial approach still aligns with their goals. If the market feels shaky, then it becomes even more important to do so. Reviewing your 2025 investment strategy doesn’t always mean making major changes, but it may help you feel more informed and confident about your situation and next steps.
Act Now For Your Free No-Obligation Quote