Julien Colon- Retirement Planning Professional with Bankers Life

Julien Colon- Retirement Planning Professional with Bankers Life I work as a retirement planning specialist who uses a combination of insurance and financial products to create comprehensive retirement plans for my clients.

One checkbox can change who actually gets paid. A fast beneficiary tune-up helps ensure proceeds go to the right people,...
04/27/2026

One checkbox can change who actually gets paid. A fast beneficiary tune-up helps ensure proceeds go to the right people, the right way. Call me today to review your life insurance options.

If your life insurance policy is 5+ years old, your life has probably changed—and your policy may need to catch up. A 10...
04/24/2026

If your life insurance policy is 5+ years old, your life has probably changed—and your policy may need to catch up. A 10-minute review can confirm whether your beneficiary options are current, your coverage still fits your goals, and your policy is structured the way you intend. Call me today to review your life insurance options.

If you’re saving $500/month and never touching it, where should that money go? Your NOW bucket covers everyday expenses....
04/17/2026

If you’re saving $500/month and never touching it, where should that money go? Your NOW bucket covers everyday expenses. But money you consistently set aside and don’t need could be working differently, growing tax-deferred or passing to family tax-free. That’s where the right life insurance strategy can make all the difference. Call me today and let’s review your options. bankerslife.com/life-insurance

You’ve got CDs earning 4%. Great. But are they also earning probate fees and tax bills? Assets “set aside for the kids” ...
04/15/2026

You’ve got CDs earning 4%. Great. But are they also earning probate fees and tax bills? Assets “set aside for the kids” often get stuck in probate or create unnecessary tax exposure. Life insurance does the same job—without the headaches. Call me today to review your life insurance options.
bankerslife.com/life-insurance

$100k was a lot in 2010. Is it still enough today? The cost of living keeps rising—but your life insurance death benefit...
04/08/2026

$100k was a lot in 2010. Is it still enough today? The cost of living keeps rising—but your life insurance death benefit might not be. Call me – and let’s review whether your coverage still matches your family’s needs.

When you’re gone, do they have to go back to work the next week? Or can they take time off to heal? Life insurance gives...
04/06/2026

When you’re gone, do they have to go back to work the next week? Or can they take time off to heal? Life insurance gives them breathing room—financially and emotionally. That’s what protection really means. Call me today to review your life insurance options.

Turn your IRA into a bigger legacy—for family and charity. Charities don’t pay income tax on IRA distributions. By leavi...
04/01/2026

Turn your IRA into a bigger legacy—for family and charity. Charities don’t pay income tax on IRA distributions. By leaving your IRA to a favorite charity and using life insurance to replace that value for your heirs, you can double your legacy. Call me today to review your life insurance options.
bankerslife.com/life-insurance

Your beneficiaries should be reviewed every 2—3 years—minimum. Births, deaths, marriages, moves, divorces—all of these s...
03/30/2026

Your beneficiaries should be reviewed every 2—3 years—minimum. Births, deaths, marriages, moves, divorces—all of these should trigger an update. If you can’t remember the last time you checked, let’s do it now. Call me today to review your life insurance options.

What happens if your primary beneficiary passes before you? Without a contingent beneficiary, your policy could end up i...
03/25/2026

What happens if your primary beneficiary passes before you? Without a contingent beneficiary, your policy could end up in probate—exactly what life insurance is supposed to avoid. Make sure you have a backup plan. Call me today to review your life insurance options.

NOW. LATER. NEVER. Where your money goes matters. If dollars you’ll “never” use end up heavily taxed for heirs, a small ...
03/23/2026

NOW. LATER. NEVER. Where your money goes matters. If dollars you’ll “never” use end up heavily taxed for heirs, a small tweak today could make a big difference tomorrow. Call me today to review your life insurance options. bankerslife.com/life-insurance

Life insurance works best when both spouses have their own policies. If one of you is only covered by a rider, you may n...
03/18/2026

Life insurance works best when both spouses have their own policies. If one of you is only covered by a rider, you may not be fully secure as a couple.
Call me today, and let’s review your options so you both have the coverage you need.

You’d be surprised how often this happens. Policies don’t update themselves after a divorce. If you haven’t reviewed you...
03/16/2026

You’d be surprised how often this happens. Policies don’t update themselves after a divorce. If you haven’t reviewed your beneficiaries since your marriage ended, there’s a chance your ex could still receive your death benefit. Call me today to review your life insurance options.

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2849 Paces Ferry Road Ste 360
Atlanta, GA
30339

Telephone

+14048408484

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