Danielle George
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Field Manager - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(425) 637-2721(425) 637-2721
Danielle GeorgeFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Bellevue, WA
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Meet Danielle George
Personal Business Philosophy
Engaging with clients to help organize and build on their financial goals as they plan and near retirement. Being a trusted partner and advocate through focusing on client needs and their priorities.
licensed in
AK, AZ, CA, CO, FL, GA, ID, MN, MO, NC, OR, SC, SD, TN, TX, WA
professional background
Joined Bankers Life in 2006Became a Financial Representative in 2016Began work in the Insurance Industry in 2005Education: President's Honor Circle Member, 2011, 2013, 2015, 2016, 2017, 2021, 2023 Presiden't Honor Circle Elite Member: 2018, 2019, 2020, 2022, 2024 Million Dollar Round Table
designations received
Company Recognitions: President's Honor Circle Member, 2011, 2013, 2015, 2016, 2017, Million Dollar Round TableInsurance Designations: Certified Long Term Care
personal background
Family: In 2012 I married my high school sweetheart, John. We welcomed our first child Logan in 2019. Our daughter Lily joined our family in 2022.
Danielle George, Bankers Life Agent and Bankers Life Securities Financial Representative in Bellevue, WA
9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(425) 640-2327(425) 640-2327
Direct Phone:
(425) 637-2721(425) 637-2721
Cell Phone:
(425) 344-2341(425) 344-2341
Branch Info
3055 112th Ave NE
Ste 202
Bellevue, WA 98004
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | 9:00 AM - 5:00 PM |
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Evenings and weekends by appointment
Request An Appointment
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.
Awarded as a 2024 Top Women Financial Advisor at Bankers Life
Recognized for excellence in retirement and financial planning solutions that help clients reach their goals.
- Retirement income
- Healthcare expenses
- Investment strategies
- Legacy giving
*The Top Women Financial Advisors program is a Bankers Life internal incentive awarded to top performing women financial advisors based certain defined criteria.
Featured Event
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 Bellevue, WA
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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.
Reviews
Reviews for Danielle George
5.0
Rating 5.0
(29 Reviews)- November 19, 20245.0 out of 5.0Rating 5.0Only 5 stars, how about 10!!! Seriously. I’ve told her repeatedly what a gift she is because she is proactive, knowledgable. She’s always a step ahead of me, knowing what stage of life Im in and anticipating my needs( currently she has helped immensely in deciding the best medicare supplement for me). I’ve known her for 15 years. She helped my parent’s as well as me with financial decisions/annuities, Long Term Care Insurance, etc.
I highly recommend Danielle, a decision you wont regret. - November 18, 20245.0 out of 5.0Rating 5.0What really stood out to us was Danielle's attention to detail. She thoroughly assessed our current financial position, identified areas of risk, and crafted a strategy that not only reduced our exposure but also set us up for a more secure retirement. Her ability to explain complex financial concepts in a straightforward, easy-to-understand way made us feel confident in the decisions we were making.
- November 18, 20245.0 out of 5.0Rating 5.0I had the pleasure of working with Danielle George as our financial consultant, and I cannot recommend her highly enough. Danielle's deep knowledge and expertise in financial planning are truly impressive. She took the time to understand our unique situation and provided clear, actionable advice that helped us reorganize our finances with precision and care.Thanks to Danielle's guidance, we now have a more solid financial foundation, and we're better prepared for the future.
- November 16, 20245.0 out of 5.0Rating 5.0It is great working with Danielle! She’s very knowledgeable and genuine. I don’t feel like I’m just being sold. I think she’s actually very invested in my future and truly wants to do the best for me. It’s a scary thing to hand over your financial decisions to someone but I feel like I’m in the best possible hands.
- November 15, 20245.0 out of 5.0Rating 5.0We have known Danielle for several years now and she has always been very knowledgeable and professional in her job. She also has a great personality and is always fun to work with! We would highly recommend her!
- November 15, 20245.0 out of 5.0Rating 5.0I met Danielle through my parents, they raved about her. When I had my first consult with her, I could fully understand why! She is extremely knowledgeable, helpful and genuinely cares....ZERO pressure to sign up or buy this or invest that. She was so approachable, my partner invested with her after just listening in on my appointment. She is our advisor, and now family friend!
- November 14, 20245.0 out of 5.0Rating 5.0Danielle has good listening skills, is smart, and can move quickly when setting up accounts. She is pleasant when answering questions. I give her a 5-star rating.
- November 14, 20245.0 out of 5.0Rating 5.0Danielle is very professional at what she does. She put our minds at ease from the very first time we met with her. Very friendly and is always there if you need her. She will explain every question you might have for her in detail. I have recommended her to others
- November 14, 20245.0 out of 5.0Rating 5.0Danielle has been wonderful to work with! She is extremely knowledgeable and keeps up-to-date with all her products. Her honesty and warm personality make her a joy to work with. Danielle takes the time to get to know her clients personally, ensuring she understands their needs before making recommendations. I highly recommend Danielle as your insurance agent!
- November 13, 20245.0 out of 5.0Rating 5.0If there was another star I would put that in. Danielle George has been a very important person to my family and me personally. She did financial planning with my mother for many years. Dare I say 15. I didnt know her until my mother passed. She came on the scene and helped my two brothers and sister take care of matters. No distance was too great for her to travel and our time was her time.
Since then, about 14 years now, she has given expert service to me and my siblings. Even when she was o - November 13, 20245.0 out of 5.0Rating 5.0Danielle continues to be very effective and efficient assisting me with my finances. Her advise and counsel are key. I appreciate her personal support and expertise.
- November 13, 20245.0 out of 5.0Rating 5.0Danielle is great and puts us at ease. I don’t feel like I’m just another number/client. I highly recommend her. Best decision we’ve made.
- November 13, 20245.0 out of 5.0Rating 5.0She is great to work with, she knows what she’s doing. She’s very educated in her field and it was a pleasure to work with her.
- November 13, 20245.0 out of 5.0Rating 5.0I didn't know anything about SS until she came to my home, took the time to make sure I understood it, before she offered her own products, which I haven't changed in 12 years. Yes, her products are that good! She always answers any questions I may have. Top of the line saleslady!!!!!!!!!!!!!!!!
- November 13, 20245.0 out of 5.0Rating 5.0We have known Danielle George since approximately 2018. In that time, she has provided exceptional service for our accounts. We've contacted Danielle many times throughout the years and always have had a response within a day. We appreciate the top rate customer service.
- November 12, 20245.0 out of 5.0Rating 5.0We recently started working with Danielle. She is amazing at what she does and truly cares for you as a unique client. Danielle made some suggestions for our personal financial situation and investing that was very thought out, tailored for us and helping us plan for retirement. We are looking forward to working with her for many years to come and will gladly refer friends and family.
- November 12, 20245.0 out of 5.0Rating 5.0Danielle George has been our representative for about 20 years. She is so dedicated to making her customers happy. She is diligent in replying to inquiries and always with a smile on her face and laughter in her voice. She is and always has been available whenever I call.
- November 12, 20245.0 out of 5.0Rating 5.0I really appreciate all of Danielle’s knowledge. She is very accommodating and is flexible with how we work together. She makes finance conversations easy and fun. Danielle listens to my needs and is respectful of my risk level. I really enjoy working with Danielle and highly recommend her!
- November 12, 20245.0 out of 5.0Rating 5.0Great customer service, she explains things and shows you. Enjoy talimg with her.
- November 12, 20245.0 out of 5.0Rating 5.0Danielle really takes the time to get to know her client and as a result comes up with options that are a good fit. She is easy to talk to and very knowledgeable. My past experience with finance advisors was they "closed the deal" and I never hear from them again unless I reached out. Danielle has made it clear that she is here for me at any time and she monitors my investment performance. I highly recommend Danielle.
Displaying reviews 1 - 1 out of the 20 most recent
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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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