Transamerica - Evan Boles

Transamerica - Evan Boles I look forward to demonstrating how I can help give peace of mind

Adopting a holistic approach to understanding my clients on a personal level enables me to provide the greatest value by understanding your current financial situation and your aspirations.

04/09/2026

*I am using this post from Tom Hegna off his LinkedIn profile:

Think about how your parents or grandparents talked about retirement.
They didn’t say, “I saved up $500k.” They said, “We get $3,000 a month.”

Income. Not assets. That was the whole conversation.
Pension + Social Security = guaranteed paychecks for life. They never had to worry about running out of money.

Now look at your clients. No pension. Uncertain Social Security. A 401(k) balance they’re terrified to spend.

The retirement world has completely flipped — and most clients need help to navigate it.

If this hits home for you too, dm me or call/text me. It’s never too late to start anything and your future self will thank you now for taking the step to make your plans for where you want to be.

When the person that is going to lead the Securities and Exchange Commission has 54 life insurance policies, making up 1...
03/25/2026

When the person that is going to lead the Securities and Exchange Commission has 54 life insurance policies, making up 10% of his over $3 BILLION net worth, that's something to take notice of and WHY.

Experts speculate that the dozens of policies may be a tax strategy—or that Atkins may be buying up others’ policies as an investment.

Passed my SIE exam! First of three milestones knocked out! Next up is my Series 7 then finally Series 66 to finish out t...
03/03/2026

Passed my SIE exam! First of three milestones knocked out! Next up is my Series 7 then finally Series 66 to finish out this summer's goal.

The ability to get coverage before I walk out the door makes it really convenient for busy schedules. 30 minutes start t...
02/24/2026

The ability to get coverage before I walk out the door makes it really convenient for busy schedules. 30 minutes start to finish in most cases and you can breathe easier knowing you and your assets are protected. The ability to do this 100% digitally is HUGE!

We’re entering 2026 with clear momentum—and a life insurance business transformed by agent‑focused innovation. By removing friction, modernizing digital tools, and speeding up decision‑making, we’re building a simpler, faster, more modern way of doing business for agents and the Main Street families they serve. https://bit.ly/4rT5xbV
AgentSync, Bestow Technology, One Inc, Empathy

It was great to be surrounded by some of the leaders and businesses that make up our community today at the Hardin Count...
02/11/2026

It was great to be surrounded by some of the leaders and businesses that make up our community today at the Hardin County Chamber luncheon.

Being involved and a part of this community feels much more like a blessing than something that should just be as it is naturally. We, in this area of Hardin and surrounding counties, are all a part of a safe and growing community of personal businesses ran by entrepreneurs, multi-generational small businesses and large entities that work together to make rural areas accessible to major metro type accommodations (think how much our medical facilities have expanded). To know those who are in leadership and hear plans for the future is very encouraging for the state of our local economy.

02/04/2026

Did you know that more than half (51%) of middle-class Americans say they are very confident in their ability to make sound financial decisions but only use and consult about 3 sources regarding it? That's a LOT of responsibility to put on others!

Who are your three? Are they co-workers, family, or friends? Or do you have a financial planner you rely on?

It all starts with that first step. Let me help you with your cycle of success!
01/30/2026

It all starts with that first step. Let me help you with your cycle of success!

Snowed in today? It’s the perfect time to pause and appreciate everything around you. ❄️What you’ve built can be protect...
01/26/2026

Snowed in today? It’s the perfect time to pause and appreciate everything around you. ❄️
What you’ve built can be protected with life insurance—and your future can be secured with smart retirement strategies so you don’t outlive your money.

I’m available today to talk.
Ask yourself: What’s the most important thing you want to leave behind?
For most people, it’s a better life for those they love.

Message me if you want to start that conversation.

01/20/2026

For parents, did you know that life insurance can be used to help pay for higher education? It can also be used to fund starting a business if your child chooses their own path. Ask me how.

01/12/2026

ISO individuals who want the education to retire and live a lifestyle of their choice, not based off social programs and taxed retirement accounts.

Address

1000 Granite Drive Suite 5
Bardstown, KY
40004

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Alerts

Be the first to know and let us send you an email when Transamerica - Evan Boles posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share