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Michael Lee

Financial Professional
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(804) 293-7041(804) 293-7041
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Michael LeeInsurance Sales Representative, Richmond, VA

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Meet Michael Lee
Personal Business Philosophy
Helping my clients protect their financial security as they plan for retirement is important to me. I recognize that my clients' needs and priorities change over time, and I am dedicated to being there to serve them with integrity every step of the way.
licensed in
FL, KS, MI, MO, NC, SC, TN, TX, VA, WV
professional background
Joined Bankers Life in 2016Began work in the Insurance Industry in 2016Education: Associates in Business
designations received
Company Recognitions: #1 Medicare Agent of the year - Richmond 2023 & 2024; 2024 Anthem Rising Star - Central Region; Top 3 Long Term Care agent - Richmond 2019, 2020, 2021 & 2022
personal background
Family: Partner Michelle and three children, Lauren, Sam, and Ben.Community Involvement: Member of Hill City Church in Richmond, VA

Michael Lee, Bankers Life Agent in Richmond, VA

Open Now - Closes at 5:00 PM
Contact Me
Office Phone:
(804) 897-3256(804) 897-3256
Direct Phone:
(804) 293-7041(804) 293-7041
Cell Phone:
(804) 920-6252(804) 920-6252
michael.lee@bankerslife.com
Branch Info
10800 Midlothian Turnpike
Ste 134 & 140
Richmond, VA 23235
US
Hours
Day of the WeekHours
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM

Products & Services Offered in Richmond, VA

  • Life Insurance

    Find out how life insurance can help protect the financial security of you and your family.
    Explore
  • Medicare Supplement Insurance

    Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
    Explore
  • 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.
    Explore
  • Annuities

    Learn how an annuity can help protect and grow your retirement savings.
    Explore

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 Michael Lee

4.9
Rating 4.8full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(9 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Michael was very helpful..answered all our questions..had suggestions and solutions to all my retirement needs…will definitely recommend him to friends and family
Displaying reviews 1 - 1 out of the 9 most recent

Customer Reviews for Richmond, VA

4.9
Rating 4.8full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(136 Reviews)
  • Kyle H.
    July 10, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Always take care of my needs
    Always take care of my needs
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  • Wanda C
    July 8, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service
    Great customer service
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  • Margo W
    June 24, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Pleasant, knowledgeable. Great customer service. It was a pleasure doing business with Kevin.
    Pleasant, knowledgeable. Great customer service. It was a pleasure doing business with Kevin.
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  • Joanne J
    June 10, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I met Wendy a few years ago and I just love her willingness to help her clients. Some do it for just a paycheck, but you can tell her heart is in it foremost! She stays up to date on the plans and what's best for each client. She helps me with my Medicare Advantage and recently a cancer policy. She is the best!
    I met Wendy a few years ago and I just love her willingness to help her clients. Some do it for just a paycheck, but you can tell her heart is in it foremost! She stays up to date on the plans and what's best for each client. She helps me with my Medicare Advantage and recently a cancer policy. She is the best!
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  • Patricia T
    June 3, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service explaining policies until you understand answer all questions or find out the answer
    Great customer service explaining policies until you understand answer all questions or find out the answer
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  • Steven F
    May 22, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Steve is great.
    Steve is great.
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  • Genera L
    May 13, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kevin is professional, and he is very manerable. He listened to what you say abd he takes the time to answer questions.
    Kevin is professional, and he is very manerable. He listened to what you say abd he takes the time to answer questions.
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  • Dena B
    May 6, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Nate was extremely helpful in ensuring I had the proper coverage and policy for my needs. I appreciate that Bankers Life has been in business so long and never changed hands.
    Nate was extremely helpful in ensuring I had the proper coverage and policy for my needs. I appreciate that Bankers Life has been in business so long and never changed hands.
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  • Wanda T
    April 25, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Thank Kyle for all your help and support!
    Thank Kyle for all your help and support!
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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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  • Patricia M
    April 22, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Rebecca was very knowledgeable about what I needed and what I didn’t have. I’m very grateful for her phone call to me to set up this appointment.
    Rebecca was very knowledgeable about what I needed and what I didn’t have. I’m very grateful for her phone call to me to set up this appointment.
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  • Sarah B
    April 17, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Tyler is very professional and knowledgeable of his job. He is very thorough and patient. He explains in a way that that is clear to your understanding. He gives you a chance to ask questions. He makes you feel you are not speaking to a representative that is out to get another customer signed up. I left knowing that I made the right decision to sign up. He is a great asset to Banker's Life.
    Tyler is very professional and knowledgeable of his job. He is very thorough and patient. He explains in a way that that is clear to your understanding. He gives you a chance to ask questions. He makes you feel you are not speaking to a representative that is out to get another customer signed up. I left knowing that I made the right decision to sign up. He is a great asset to Banker's Life.
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  • Sarah B
    April 16, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Whitney is very professional and knowledgeable of her job. She is very thorough explaining the different insurance and how it best fits your individual needs in an understanding manner. She makes sure that all of your questions are answered. She makes feel like you are actually speaking to someone who actually cares about your well-being and it is not about the money or just gaining another customer. You feel like you made the right decision to become part of the Banker's Life family,
    Whitney is very professional and knowledgeable of her job. She is very thorough explaining the different insurance and how it best fits your individual needs in an understanding manner. She makes sure that all of your questions are answered. She makes feel like you are actually speaking to someone who actually cares about your well-being and it is not about the money or just gaining another customer. You feel like you made the right decision to become part of the Banker's Life family,
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  • Anthony T
    April 1, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I appreciate Erika Barden treating me like I was the most important customer she had. It gave me great confidence to work with her and her team including Andrew Jones. I wouldn't hesitate to recommend her and Bankers Life.
    I appreciate Erika Barden treating me like I was the most important customer she had. It gave me great confidence to work with her and her team including Andrew Jones. I wouldn't hesitate to recommend her and Bankers Life.
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  • Wanda M
    April 1, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very nice and pleasant great customer service very friendly. Listen to you and explain everything thoroughly to make sure you understand. Lovely person.
    Very nice and pleasant great customer service very friendly. Listen to you and explain everything thoroughly to make sure you understand. Lovely person.
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  • Jocelyn J
    March 28, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I salute your employee Mrs Joy Claughton with a great performance and dedication to her career. She is very detailed and knowledgeable regarding her craft. In addition, if I had the authority I would recommend that she receive an outstanding performance award.
    I salute your employee Mrs Joy Claughton with a great performance and dedication to her career. She is very detailed and knowledgeable regarding her craft. In addition, if I had the authority I would recommend that she receive an outstanding performance award.
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  • Barbara M
    March 24, 2025
    4.0 out of 5.0
    Rating 4.0full star ratingfull star ratingfull star ratingfull star rating
    Hello can you please give me a "CALL" I need you to come back soon Thanks Barbara Muse
    Hello can you please give me a "CALL" I need you to come back soon Thanks Barbara Muse
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  • Leshawn G
    March 5, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very helpful and very kind.
    Very helpful and very kind.
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  • Kim C
    February 20, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Wendy is amazing! She knows her stuff about Medicare and supplements for Medicare. I had many people to choose from to help but I chose her because of her caring, knowledge, and her responsiveness. Even when she had the flu she responded to me quickly and answered my questions.
    You will not regret choosing Wendy!!
    Wendy is amazing! She knows her stuff about Medicare and supplements for Medicare. I had many people to choose from to help but I chose her because of her caring, knowledge, and her responsiveness. Even when she had the flu she responded to me quickly and answered my questions.
    You will not regret choosing Wendy!!
    Read More
    Read Less
  • Alicia S
    February 18, 2025
    1.0 out of 5.0
    Rating 1.0full star rating
    Terrible don't get this insurance
    Terrible don't get this insurance
    Read More
    Read Less
    Response from Bankers Life
    February 18, 2025
    Hi Alicia, thank you for leaving a rating. We've passed your feedback along to our branch management team, and a team member will be in touch soon to assist and address any outstanding concerns. Please don't hesitate to email us at BLReviews@bankerslife.com should you need further assistance
Displaying reviews 1 - 4 out of the 20 most recent

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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 Michael
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