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Sandi Sumner
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Agency Director - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(802) 316-3760(802) 316-3760
Sandi SumnerFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., South Burlington, VT
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Meet Sandi Sumner
Personal Business Philosophy
Offering solutions that help to meet the needs of clients today and for retirement. Building personal relationships by listening to better understand your retirement goals.
licensed in
NH, NY, VT
Sandi Sumner, Bankers Life Agent and Bankers Life Securities Financial Representative in South Burlington, VT
Closed - Opens at 9:00 AM Monday
Contact Me
Office Phone:
(802) 879-5788(802) 879-5788
Direct Phone:
(802) 316-3760(802) 316-3760
Branch Info
30 Kimball Ave
Ste 200
South Burlington, VT 05403
US
Hours
| Day of the Week | Hours |
|---|---|
| Thursday | Closed |
| Friday | Closed |
| Saturday | Closed |
| Sunday | Closed |
| Monday | 9:00 AM - 3:00 PM |
| Tuesday | Closed |
| Wednesday | Closed |
Request An Appointment
Products & Services Offered in South Burlington, VT
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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.![]()
ExploreAdvisory Services
As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
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.
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 Sandi Sumner
4.0
Rating 4.0
(1 Review)- October 8, 20244.0 out of 5.0Rating 4.0Great
Customer Reviews for South Burlington, VT
4.8
Rating 4.7
(25 Reviews)- September 4, 20255.0 out of 5.0Rating 5.0Very professional! Krystal gave me information in a way that I could understand, and she helped me find the right plan. Thank you!
- September 3, 20255.0 out of 5.0Rating 5.0Krystal was very helpful. It was a pleasure to work with her and we look forward to a long association with her!
- August 15, 20255.0 out of 5.0Rating 5.0Very knowledgeable.
- July 20, 20255.0 out of 5.0Rating 5.0She was fantastic she answered all the questions very pleasant to be with very businesslike
- June 10, 20255.0 out of 5.0Rating 5.0Jacob and Isaac were very thorough impatient with our questions
- May 13, 20255.0 out of 5.0Rating 5.0This was an incredibly complex service made simple by a very knowledgable person. Thank you Angela for all you help.
- May 2, 20255.0 out of 5.0Rating 5.0Angela is the best. Always very helpful and goes out of her way to answer all questions you may have.
- April 3, 20255.0 out of 5.0Rating 5.0Angela was amazing. So knowledgeable, she helped us with so many things.
- January 30, 20255.0 out of 5.0Rating 5.0Everything and everyone was helpful
- January 20, 20255.0 out of 5.0Rating 5.0Angela is prompt, understanding, competent and very helpful.
- January 7, 20255.0 out of 5.0Rating 5.0Lan is one of the best sales people I have ever dealt with period. Listens well, explains things simply and completely, good follow up, personable. I could go on and on.
- January 2, 20255.0 out of 5.0Rating 5.0Lan made a very complicated mess very easy
and understandable. What we were
trying to sign up for Lan made it a breeze ...we were highly satisfied and would seek out Lan again and again - December 12, 20245.0 out of 5.0Rating 5.0Polite, respectful, efficient
- December 2, 20245.0 out of 5.0Rating 5.0Professional, knowledgeable and experienced with good customer service skills.
- November 26, 20245.0 out of 5.0Rating 5.0Angela is wonderful; she is so kind and helpful. She knows her business!! I would recommend her to everyone. I truly don't know what I would have done without her. Thank you Angela!!!
- November 11, 20245.0 out of 5.0Rating 5.0My agent answers all my questions very well and was polite & timely
- October 8, 20244.0 out of 5.0Rating 4.0Great
- February 28, 20245.0 out of 5.0Rating 5.0Excellent professional knowledgeable & a pleasure to b with..
- October 10, 20231.0 out of 5.0Rating 1.0My agent implemented a policy that was too expensive, I didn’t want it, didn’t sign off on it and wasn’t asked if they could access my bank account and and draw funds to pay a premium for a policy that I didn’t want and more importantly didn’t need at that time, the only priority is getting paid. Then they show up at my house to get a signature with out me saying I’ll be there. I messaged them to say I don’t need it and don’t want it yet. Then get a refund for a item I didn’t know I paid forResponse fromOctober 10, 2023Hi Tim, thank you for reaching out with your concern, we'd like to discuss further with you. We will reach out to you to learn some additional detail and escalate to our team for handling.
- April 26, 20235.0 out of 5.0Rating 5.0Was a great experience working with him Made sure I understood everything
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.
Insights From Sandi
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
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
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
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.
October 1, 2025
Navigating Medicare Enrollment: What You Need to Know for a Smooth Transition into Retirement
Retirement is full of important decisions, from life insurance and health coverage to retirement savings. One of the biggest puzzles many face is figuring out when and how to enroll in Medicare. With all the acronyms, rules, and deadlines, it can feel overwhelming. But don’t worry, we’re here to bre...
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Outsource Your Chores and Reclaim Your Time in Retirement
Retirement means different things to different people. But for most, it’s the ultimate gift of time.
September 16, 2025
The Hidden Costs & Concerns of Baby Boomers Supporting Their Adult Children
In recent years, a growing trend has emerged among Baby Boomer parents: lending and giving money to their adult children. While the intention behind this financial support is often rooted in love and a desire to help, it can have significant implications for the parents’ own financial security as th...
September 10, 2025
Does Medicaid Cover Long-Term Care?
"No matter how healthy and active you are today, the reality is that seven out of ten people who reach age 65 will need some form of long-term care (LTC) services. Whether it’s because of aging, a chronic illness, or a disability, long-term care services provide support when you or your loved one ca...
September 3, 2025
How Financial Professionals Help You Navigate Economic Uncertainty
When headlines warn of inflation spikes, market volatility, or a looming recession, it’s easy to feel overwhelmed. But in moments like these, one of the most empowering steps you can take is to talk to a financial professional. Financial professionals are there for people of all walks of life and in...
August 27, 2025
What Disqualifies You from Long-Term Care Insurance?
"Long-term care insurance can help cover the costs of essential services you may need, preserving your savings while still receiving the necessary care. Understanding what this covers and what disqualifies you from long-term care insurance can help you decide if it’s a good addition to your plan.",E...
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