Edwin Martinez - Bankers Life Agent and BLSecurities Financial Rep

04/05/2023

Organizing your estate planning documents can provide tax and cost savings, simplify planning, and create a roadmap for those who may have to help you in the future. Check out these tips.

Cleaning out your estate and related planning "attic" can simplify your planning, identify steps and improvements, save professional fees and taxes.

04/05/2023

93% of new Bankers Life customers say their agent is easy to do business with. Find out why here: https://www.bankerslife.com/insights/understanding-insurance/top-benefits-of-working-with-an-insurance-agent/

04/05/2023

Coping with a national tragedy can be hard. These five suggestions may help you process and cope in a constructive way.

Just turn on the TV, radio or go online and you’ll likely be bombarded with difficult news stories whether it’s a major weather event or a national Unfortunate national events are challenging to cope with even if we’re not direct victims. These 5 tips may help you process what you’re encount...

04/03/2023

Take five minutes to improve your financial literacy and learn about these six myths that could impact your retirement: https://www.bankerslife.com/insights/personal-finance/6-myths-that-could-impact-your-retirement-financial-planning/

02/27/2023

Demand for wealth management services is rapidly growing—and we’re expanding our team! If you’re a financial representative ready for the next step in your career, join me at Bankers Life. Message me with any questions, or get started by applying here: https://careers.bankerslife.com/careershome/Registration?folderId=2088&source=Hearsay&tags=social+media

02/27/2023

Generation x, the MTV generation has largely been forgotten by retailers but they hold more power than you may think and recently turned around an entire brand. Read more here.

02/27/2023

Don’t lose your money or other valuable information to a scammer. Read this post to find out our helpful tips on protecting yourself from a scam.

02/27/2023

What is an annuity, and is this insurance product right for you? Head to our blog for everything you need to know.

02/27/2023

Paying taxes probably isn’t your favorite activity, but it has to be done, and April 18th is approaching. Check out our top tax tips to make the process easier.

02/25/2023

While many SECURE 2.0 benefits don’t take effect until 2024, there are a few immediate benefits you can start taking advantage of right now. Find out how the new law allows you to begin saving more in 2023.

Much of SECURE 2.0 won’t start until next year or until regulators write the new rules, but you can grab on to some advantages immediately.

02/24/2023

Looking to make a career change? Bankers Life offers a unique opportunity to learn the insurance industry from the ground up while impacting the lives of your clients. As a Bankers Life agent, you’ll have unlimited income potential, award-winning training, work-life balance and the ability to impact the lives of others when they need it most. Learn more: https://www.bankerslife.com/careers/

02/23/2023

Financial therapy focuses on money-related stress. Is this kind of therapy a fit for you? Find out in our recent blog post: https://www.myhealthpolicy.com/Articles/Money-and-Budgeting/Financial-Therapy-What-it-is-and-How-to-Get-Help