Bankers Life

06/10/2026

A lump-sum life insurance payout gives your family choices. Pay off the mortgage. Cover medical bills. Take time off work to grieve. Invest for the future. They decide—not a court, not a lawyer, not the government. Call me today to review your life insurance options.

06/09/2026

More clarity. More coverage. More predictability.

What would help you feel more confident about retirement?

Message me and let’s talk about strategies designed to support the retirement you want—so you can focus on enjoying the moment.

06/08/2026

June is National Annuity Awareness Month, a great time to take a closer look at your retirement income plan.

Learn the differences between fixed and variable annuities and what each could mean for your future from Clarence Davis, Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.

When most people think about income, they think about a paycheck. But as you approach retirement, your income sources often shift—and that’s where Learn the differences between fixed and variable annuities and how they can help support your retirement income strategy.

06/05/2026

Being a life insurance beneficiary comes with responsibilities—financial and emotional. This article from Colonial Penn, part of CNO Financial Group’s family of brands, outlines what to do, what to expect, and a simple checklist to help you prepare long before you need to. Planning ahead is an act of love.

It's not easy to think about losing a parent, let alone talk about it. But when an adult child is a beneficiary of a parent's life insurance policy, it

06/04/2026

More people than ever are balancing care for aging parents while raising their own families. If that’s you, you don’t have to figure it out alone. When you're ready, we're here.

06/04/2026

Bankers Life Advisory Services, Inc., has been featured on USA TODAY’s 2026 list of Best Financial Advisory Firms. This national recognition reflects strong, sustained growth and the trust of clients and peers alike.

If you’re looking to grow your career with a firm that’s recognized, respected, and built for long-term success, there’s never been a better time to explore opportunities with Bankers Life.

Join a team where your potential can truly stand out.

Investing is risky business. These top-ranked financial advisers can help you invest wisely.

06/04/2026

That extra $1? It’s not as small as it sounds. A slight change in income could impact what you pay for Medicare. Understanding how it works can help you avoid surprises down the road.

06/03/2026

That extra $1? It’s not as small as it sounds. A change in income could impact what you pay for Medicare. Understanding how it works can help you avoid surprises down the road. More here!

06/03/2026

Retirement taxes don’t have to be a guessing game. A Roth IRA conversion lets you pay taxes now for the potential of tax-free withdrawals later. Our blog post explains partial vs. full conversions, timing, and key rules (RMDs, 5-year clock, IRMAA). Read to see if this strategy fits your plan.

The goal of saving for retirement seems straightforward: Build as big of a nest egg as you can. But as retirement draws closer, things can feel more Learn how a Roth IRA conversion works, when it makes sense, and the key tax rules to consider. Explore timing, benefits, and FAQs to support your goals...

06/03/2026

Life insurance is designed to make the claims process simple. No attorneys. No court appearances. No waiting for assets to be “released.” Just a straightforward claim and a beneficiary-friendly check. Call me today to review your life insurance options.

06/02/2026

What monthly income would help you feel more confident in retirement?

Annuities offer one way to add predictability and confidence to your retirement income plan.

Message me to learn more!

06/02/2026

For more than two decades, Bankers Life has proudly partnered with the Alzheimer's Association—contributing more than $8 million to support their mission. This June, during Alzheimer’s & Brain Awareness Month, we honor the more than 57 million people worldwide living with dementia—and the families who stand beside them. Learn how our Bankers Life Forget Me Not Days® campaign is making a difference: https://www.bankerslife.com/about-us/community-partnerships/forget-me-not-days/

06/01/2026

New grandkids, new goals. Add protection that keeps up. Many life insurance policies include riders to cover children and grandchildren—at minimal cost. If you haven’t added them, their future might not be as protected as you think. Call me today to review your life insurance options.

06/01/2026

What monthly income would help you feel more confident in retirement?

Annuities offer one way to add predictability and confidence to your retirement income plan.

Message us to learn more!

06/01/2026

What monthly income would help you feel more confident in retirement?

Annuities offer one way to add predictability and confidence to your retirement income plan.

Connect with a local Bankers Life financial professional to learn more: https://branches.bankerslife.com/

05/29/2026

Happy National 529 Day! 🎓

Planning ahead for education can make a big difference. A 529 plan offers flexibility, potential tax advantages, and opportunities for long-term growth.

Connect with a Bankers Life Securities financial professional to learn more. https://www.bankerslife.com/bankers-life-securities/

Insurers and their representatives are not permitted by law to offer tax or legal advice. The general and educational information here supports the sales, marketing or service of insurance policies. Based upon individuals' particular circumstances and objectives, they should seek specific advice from their own qualified and duly-licensed independent tax or legal advisors.

05/29/2026

Did you know some policies let you adjust coverage without starting over? Universal life insurance policies offer flexibility, allowing you to increase or decrease premiums, change death benefits, and adapt as your needs shift. No need to buy a whole new policy. Call me today to review your life insurance options.

05/28/2026

Part of the sandwich generation? You're not alone.
Check out 7 smart strategies to simplify financial caregiving, reduce stress, and protect your future—while caring for the people who count on you.

In 2026, more Americans than ever are finding themselves in the "sandwich generation"— those simultaneously caring for aging parents while supporting Smart strategies to help the sandwich generation manage financial caregiving, reduce stress, and support loved ones while protecting their own futur...

05/27/2026

Choosing a long-term care facility doesn’t have to be stressful. Whether you're exploring options for yourself or a loved one, understanding the types of care available—from home services to continuing care communities—can help you make the right decision.

Deciding on long-term care needs can feel overwhelming, especially when you're balancing health needs, lifestyle preferences, and financial resources. Explore how to choose the right long-term care facility by understanding medical, emotional, financial, and lifestyle factors. Learn about types of c...