Rebecca "Becky" Smith - Bankers Life Agent

01/30/2025

Want to leave a lasting legacy? Discover how to give to a charitable organization as part of your existing estate plan.

According to the National Philanthropic Trust, Americans gave 557.16 billion in charitable offerings last year. Distributing charitable gifts to Have you considered giving to a charitable organization as part of your life insurance plan? Let’s explore the different methods for achieving your estat...

01/30/2025

Be aware of the "infinite money glitch" and other scams circulating. Learn more in our recent blog post!

In recent months, a term called the "infinite money glitch" has been circulating on social media, capturing the attention of many. This term refers to We’ve got an overview of the “infinite money glitch” scam and 8 tips for consumers to protect themselves.

01/28/2025

Most people have hopes and dreams for their retirement years—but reaching those goals can be especially hard for women. Learn why women face a retirement savings gap and get six tips to help women bridge this gap.

Whether it’s traveling the world, spending time with grandchildren, or simply enjoying some rest and relaxation, most people have hopes and dreams for Learn about the retirement savings gap women face and get solutions that can help.

01/28/2025

Your personal information is valuable! In honor of , brush up on our tips to help you protect your personal information online.

✔️ Use strong passwords
✔️ Enable multi-factor authentication
✔️ Protect devices with latest security patches & software updates
✔️ Avoid public wi-fi
✔️ Be vigilant about scams
✔️ Keep devices in secure places
✔️ Monitor accounts & always log out

01/23/2025

At Bankers Life, I have the opportunity to help people secure their financial future. See what it’s like to work with us in this short video and contact me or visit careersatbankerslife.com to learn more.

01/23/2025

Being named as the beneficiary of an individual retirement account ( ) is a testament to the deep love and trust someone had for you. Check out our blog to learn about inherited IRAs.

Learn more about how inherited IRAs work as well as the distribution rules, tax implications, and strategies for spousal and non-spousal beneficiaries.

01/21/2025

Take a peek at a few ways to win with money as a household with two incomes and no kids. ***S

As fertility rates hit a historic low in 2024, the dual income, no kids (D***S) lifestyle is on the rise. According to a recent poll, 43% of unmarried Explore strategic paths to grow wealth as a household with a dual income and no kids. Consider these steps to advance your finances as you grow older...

01/21/2025

As 2025 quickly approaches, stay up-to-date on the latest Social Security Benefit and Pension updates.

Keeping up with economic fluctuations can be challenging. Staying informed about personal finance factors, within your control, can help foster a sense of Stay up-to-date on your finances in the New Year. Let's review a couple of important pension and Social Security benefit updates to look for in 2...

01/16/2025

How are annuities taxed? Learn more about the tax implications of qualified and nonqualified annuities and how to minimize your tax liability.

How are annuities taxed? Learn the tax implications of qualified and nonqualified annuities and how to minimize your tax liability.

01/14/2025

Financial concerns are on the rise for Gen Z and Millennials, highlighting a greater need for financial protection products such as life insurance. Check out LIMRA for more insights. https://www.limra.com/en/research/research-abstracts-public/2024/securing-the-future/?utm_source=email&utm_medium=press-release&utm_content=pressrelease&utm_term=2q24

01/14/2025

Inherited IRAs are intricate products with rules that can vary based on your relationship with the original account owner. Check out our blog for a close look at the nuances of an inherited .

Learn more about how inherited IRAs work as well as the distribution rules, tax implications, and strategies for spousal and non-spousal beneficiaries.

01/14/2025

Are you itching to go somewhere with sweeping snowy landscapes? Check out our blog for 20 important winter travel tips so you can enjoy a fun and safe seasonal adventure.

Are you itching to go somewhere with sweeping snowy landscapes, cozy chalets, and winter adventure? Traveling during the frosty season can be wondrous, Check out these 20 winter travel tips so you can enjoy a fun and safe seasonal adventure.