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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
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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, 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
danielle.george@bankerslife.com
Branch Info
3055 112th Ave NE
Ste 202
Bellevue, WA 98004
US
Hours
Day of the WeekHours
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed
Evenings and weekends by 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.

  • Bankers Life Logo
  • Colonial Penn Logo
  • Washington National Logo

Awarded as a 2025 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.

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.

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

  • 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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  • Advisory Services

    As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
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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
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Reviews

Reviews for Danielle George

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(42 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Danielle is great. She really listened to my needs and found what would work the best for those needs. She has a great personality, is eager to answer my questions and calls me back immediately when I've called and left messages.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Thanks to Danielle my husband was able to retire early from his job! She helped organize our finances ( pension, social security, insurance too) and helped us understand them. She guided us thru the retirement process which was confusing initially. She helped us invest our savings, which has grown very well!! We were actually nervous to retire but she patiently worked with us and now we couldn’t be happier!!! She’s amazing!! I couldn’t trust anyone more!!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Longterm great customer service
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Danielle was very helpful
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Danielle is great. She is experienced and listens to your needs. She presents options that will fit your budget and some if your interested. No Pressure, No Hassle and very pleasant to work with. Totally recommend Danielle and her team. Looking forward to doing additional business with her.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Most helpful with good advice. Thank you, Danielle.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Danielle has helped myself and a few of my constituents, all have said “they could have not done their retirement and social security, and all the other things Danielle set up them and myself
    Top of the line!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Danielle is very know knowledgeable which helps to put us a ease, which is very important to us. She is also very personable and quick to respond with any question's we might have. We feel like she has our best interest in mind, which is a very nice quality.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Danielle George is nothing short of a consummate professional. Not only is she extremely knowledgeable about investment options, but she is invaluable helping myself and my wife understand the intricacies of social security, medicare, 401k rollover, and IRA options. My wife and I both agree that Danielle’s approach of putting us first in understanding our concerns, worries and fears entering retirement put us at ease immediately. Great bedside manner…she is always there when we need her.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Danielle is extremely knowledgeable and provides excellent customer service. I feel very fortunate that our neighbor referred us to Bankers Life and that Danielle is managing our account. Thanks to Danielle, I was able to retire early and it has been life changing.

    Whenever I have questions or need guidance, Danielle takes as much time as I need to go over things. I feel very secure about my future and my retirement thanks to Danielle. I highly recommend Danielle George as a Financial Advisor!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Danielle was so helpful! She made us feel comfortable in making decisions and gave no pressure. She was so easy to take with and gave great advise.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    We love Danielle! She sincerely cares about your financial needs. She goes out her way to help you understand your options and is always a phone call away.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    GREAT , KNOWLEDGABLE , PERSONABLE REP WHO ANSWERED ALL OUR QUESTIONS!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Only 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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    What 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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I 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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    It 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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    We 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!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I 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!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Danielle 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.
Displaying reviews 1 - 1 out of the 20 most recent

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Let's Talk About Your Plans for Long-Term Care!

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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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